← All themes

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
MSFP
Mark Sheptoff Financial Planning
Connecticut
$932K -$36.7K 6 0.76% Reduced
1402
NorthRock Partners
NorthRock Partners
Minnesota
$928K -$38.4K 1 0.54% Reduced
1403
TG
TLP Group
Illinois
$928K +$965K 3 0.74% New
1404
HT
HighTower Trust
Texas
$926K +$470K 2 0.12% Increased
1405
Waverly Advisors
Waverly Advisors
Alabama
$920K +$905K 2 0.4% New
1406
CPA
Capital Planning Advisors
California
$917K +$621K 3 0.53% Increased
1407
LCM
Landscape Capital Management
New Jersey
$916K -$74.4K 3 0.11% Reduced
1408
CIM
CIM Investment Management
Pennsylvania
$915K -$124K 1 0.42% Reduced
1409
AEGON Asset Management (UK)
AEGON Asset Management (UK)
United Kingdom
$912K -$3.02M 1 0.03% Reduced
1410
PCM
Perkins Capital Management
Minnesota
$905K -$64.6K 1 0.97% Reduced
1411
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$904K +$12.7K 2 0.02% Increased
1412
ETrade Capital Management
ETrade Capital Management
Virginia
$901K +$42.9K 2 0.05% Increased
1413
HDIM
Hanson & Doremus Investment Management
Vermont
$895K -$98.9K 9 0.41% Reduced
1414
Becker Capital Management
Becker Capital Management
Oregon
$889K -$15.1K 2 0.04% Reduced
1415
PCA
Peddock Capital Advisors
Massachusetts
$889K +$2.93K 1 0.68% Increased
1416
JMH
J.M. Hartwell
New York
$887K $0 1 0.21% Maintained
1417
GBA
Garrison Bradford & Associates
New York
$884K $0 1 0.99% Maintained
1418
VanEck Associates
VanEck Associates
New York
$882K -$39M 6 0.01% Reduced
1419
IR
Invictus RG
Bermuda
$877K +$928K 8 0.84% New
1420
LC
Lincoln Capital
Nebraska
$871K +$2.47K 1 0.69% Increased
1421
SCCM
Schafer Cullen Capital Management
New York
$871K -$3.44K 1 0.01% Reduced
1422
PAM
PartnerRe Asset Management
Connecticut
$861K -$1.49M 6 0.44% Reduced
1423
BBI
Baxter Bros Inc
Connecticut
$858K +$576K 2 0.32% Increased
1424
ATC
Adirondack Trust Company
New York
$857K +$46.5K 3 0.68% Increased
1425
BWM
Bernicke Wealth Management
Wisconsin
$857K -$1.53K 1 0.83% Reduced