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Water

Water is a local, regulated, and capital hungry business covering collection, treatment, distribution, and the network that leaks along the way. Scarcity and tightening quality rules push spending up regardless of the economic cycle.

67 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1401
BC
Barnett & Company
Tennessee
$326K +$41.4K 1 0.17% Increased
1402
DFIM
Detwiler Fenton Investment Management
Massachusetts
$326K +$313K 1 0.29% New
1403
SCM
Stonebridge Capital Management
California
$326K -$246K 1 0.15% Reduced
1404
JT
Jump Trading
Illinois
$324K +$289K 1 0.05% Increased
1405
PCM
Portolan Capital Management
Massachusetts
$324K -$4.54M 1 0.08% Reduced
1406
BFIM
Beese Fulmer Investment Management
Ohio
$320K -$16.3K 1 0.13% Reduced
1407
EWM
Elite Wealth Management
Washington
$318K +$45.4K 3 0.28% Increased
1408
Jasper Ridge Partners
Jasper Ridge Partners
California
$316K $0 1 0.02% Maintained
1409
BOS
Bingham Osborn & Scarborough
California
$315K $0 1 0.05% Maintained
1410
PTC
Private Trust Company
Ohio
$314K -$354K 11 0.14% Reduced
1411
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia
Sweden
$313K $0 1 0.22% Maintained
1412
CCM
Cohen Capital Management
California
$312K $0 1 0.1% Maintained
1413
MCM
Marathon Capital Management
Maryland
$310K $0 1 0.27% Maintained
1414
BIM
Baldwin Investment Management
Pennsylvania
$309K $0 1 0.15% Maintained
1415
DLG
Daniel L. Goodwin
$309K +$301K 1 0.06% New
1416
ACP
Aviance Capital Partners
Florida
$307K $0 1 0.14% Maintained
1417
SC
Schulhoff & Co
Ohio
$307K $0 1 0.22% Maintained
1418
TC
TradeLink Capital
Illinois
$305K -$631K 2 0.7% Reduced
1419
SGH
Schonfeld Group Holdings
New York
$303K +$290K 1 0.62% New
1420
M
MOTCO
Texas
$298K $0 3 0.04% Maintained
1421
TTWM
TCV Trust & Wealth Management
Virginia
$298K -$11.8K 1 0.06% Reduced
1422
GVT
Genesee Valley Trust
New York
$296K -$189K 1 0.22% Reduced
1423
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$293K -$4K 1 0.16% Reduced
1424
GAM
Griffin Asset Management
New York
$292K -$11.1K 1 0.1% Reduced
1425
LG
Leuthold Group
Minnesota
$292K +$125K 1 0.03% Increased