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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
IIM
Ipswich Investment Management
Massachusetts
$811K -$57.4K 1 0.35% Reduced
1402
BOS
Bingham Osborn & Scarborough
California
$810K +$22.3K 3 0.1% Increased
1403
EP
Edgestream Partners
New Jersey
$810K +$795K 1 0.71% New
1404
TCB
Texas Capital Bancshares
Texas
$807K -$44.4K 2 0.46% Reduced
1405
Tiedemann Advisors
Tiedemann Advisors
New York
$803K $0 1 1.64% Maintained
1406
PM
Penbrook Management
New York
$799K +$865K 1 0.74% New
1407
RCM
Riverpark Capital Management
New York
$792K $0 1 0.53% Maintained
1408
PAA
Peregrine Asset Advisers
Oregon
$786K -$40.5K 1 0.65% Reduced
1409
FIM
Frontier Investment Management
Texas
$780K +$7.3K 2 0.13% Increased
1410
PSI
Pinnacle Summer Investments
Virginia
$778K +$406K 6 0.09% Increased
1411
CC
Cadinha & Co
Hawaii
$776K $0 1 0.14% Maintained
1412
BA
Birinyi Associates
Connecticut
$773K +$26.3K 1 0.35% Increased
1413
CTI
Community Trust & Investment
Kentucky
$773K +$124K 1 0.11% Increased
1414
IRS
Invictus RG (Singapore)
Singapore
$772K +$258K 8 0.98% Increased
1415
IFA
Interactive Financial Advisors
Illinois
$765K +$138K 1 0.44% Increased
1416
AIA
Alerus Investment Advisors
Minnesota
$758K $0 1 0.13% Maintained
1417
Thomaspartners
Thomaspartners
Massachusetts
$748K +$185K 3 0.01% Increased
1418
LIC
Lodestar Investment Counsel
Illinois
$742K $0 2 0.23% Maintained
1419
GLI
Guardian Life Insurance
New York
$739K -$28.4K 6 0.08% Reduced
1420
AT
Arden Trust
Delaware
$738K -$329K 2 0.1% Reduced
1421
HAIM
Hunter Associates Investment Management
Pennsylvania
$736K -$12.2K 1 0.29% Reduced
1422
TIM
Thompson Investment Management
Wisconsin
$736K -$73.2K 2 0.14% Reduced
1423
SignatureFD
SignatureFD
Georgia
$735K -$55.3K 4 0.24% Reduced
1424
OMERS Administration Corp
OMERS Administration Corp
Ontario, Canada
$732K -$264K 1 0.02% Reduced
1425
FGP
Foyston, Gordon, & Payne
Ontario, Canada
$729K -$3.37M 1 0.1% Reduced