← 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
1426
BWM
Bernicke Wealth Management
Wisconsin
$876K +$38.6K 1 0.81% Increased
1427
ATC
Adirondack Trust Company
New York
$875K -$1.9K 3 0.65% Reduced
1428
AIP
ARS Investment Partners
New York
$871K +$88.2K 1 0.2% Increased
1429
JPC
Jackson Park Capital
Utah
$871K -$1.18M 1 1.12% Reduced
1430
FDS
First Dallas Securities
Texas
$870K +$379K 1 0.7% Increased
1431
NHFG
New Harbor Financial Group
Massachusetts
$870K -$69.5K 2 1.15% Reduced
1432
WP
WealthSource Partners
California
$870K +$821K 2 0.36% New
1433
GVT
Genesee Valley Trust
New York
$865K -$40.5K 1 0.58% Reduced
1434
EFSCE
Enterprise Financial Services Corp (EFSC)
Missouri
$859K -$228K 8 0.52% Reduced
1435
SFM
Signature Financial Management
Virginia
$852K +$57.3K 2 0.42% Increased
1436
WP
Wedgewood Partners
Missouri
$847K +$798K 2 0.02% New
1437
LC
Lincoln Capital
Nebraska
$838K -$10.6K 1 0.63% Reduced
1438
HHAM
HITE Hedge Asset Management
Massachusetts
$835K -$6.33M 1 0.36% Reduced
1439
JMH
J.M. Hartwell
New York
$833K $0 1 0.2% Maintained
1440
NERM
New England Research & Management
Illinois
$825K -$16.8K 1 0.7% Reduced
1441
GBA
Garrison Bradford & Associates
New York
$817K -$42.5K 1 0.95% Reduced
1442
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$814K -$139K 2 0.35% Reduced
1443
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$813K $0 2 0.59% Maintained
1444
FWM
Focused Wealth Management
New York
$812K +$206K 4 0.44% Increased
1445
KCPG
Kavar Capital Partners Group
Kansas
$810K -$50.9K 1 0.54% Reduced
1446
SCM
Symons Capital Management
Pennsylvania
$808K -$16.6K 2 0.2% Reduced
1447
KLI
Kelman-Lazarov Inc
Tennessee
$805K +$780K 1 0.47% New
1448
PAIA
Park Avenue Institutional Advisers
New York
$805K -$22.1K 6 0.69% Reduced
1449
Magnetar Financial
Magnetar Financial
Illinois
$801K -$213K 2 0.01% Reduced
1450
LA
Lucus Advisors
New York
$799K -$4.21K 2 0.47% Reduced