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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
1451
AIM
Acuity Investment Management
Ontario, Canada
$779K -$117K 2 1.1% Reduced
1452
LS
Lupo Securities
Illinois
$778K -$585K 2 1.22% Reduced
1453
CP
Camelot Portfolios
Ohio
$777K +$759K 1 0.45% New
1454
SKK
Shepherd Kaplan Krochuk
Massachusetts
$776K -$183K 1 0.14% Reduced
1455
BWM
Bernicke Wealth Management
Wisconsin
$773K +$740K 1 0.82% New
1456
MCM
Mork Capital Management
California
$768K -$810K 1 0.89% Reduced
1457
HAIM
Hunter Associates Investment Management
Pennsylvania
$762K -$65.3K 1 0.3% Reduced
1458
BAC
Boys Arnold & Co
North Carolina
$759K +$119 1 0.14% Increased
1459
RC
RBO & Co
California
$757K -$14.6K 1 0.25% Reduced
1460
AIA
Alerus Investment Advisors
Minnesota
$755K $0 1 0.13% Maintained
1461
NCIM
New Century Investment Management
Michigan
$755K -$26.2K 1 0.35% Reduced
1462
IP
Investment Partners
Ohio
$747K -$9.61K 1 0.82% Reduced
1463
MAM
Marquette Asset Management
Minnesota
$745K $0 1 0.3% Maintained
1464
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$745K $0 2 0.53% Maintained
1465
LIC
Lodestar Investment Counsel
Illinois
$736K $0 2 0.11% Maintained
1466
HCA
Harbour Capital Advisors
Virginia
$734K $0 1 0.51% Maintained
1467
PSI
Pinnacle Summer Investments
Virginia
$732K +$119 5 0.1% Increased
1468
Maverick Capital
Maverick Capital
Texas
$724K +$682K 1 0.01% New
1469
ATC
Adirondack Trust Company
New York
$721K -$21.5K 3 0.54% Reduced
1470
PAWC
P.A.W. Capital
Connecticut
$720K +$112K 1 0.71% Increased
1471
FFC
First Financial Corp
Indiana
$716K -$7.71K 5 0.36% Reduced
1472
OFS
Orrstown Financial Services
Pennsylvania
$714K -$13.5K 1 0.77% Reduced
1473
CC
Cadinha & Co
Hawaii
$710K $0 1 0.14% Maintained
1474
RGC
Roberts, Glore & Co
Illinois
$709K -$89.5K 2 0.49% Reduced
1475
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$708K -$811K 9 0.02% Reduced