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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
PAM
Premier Asset Management
Illinois
$726K -$11.3M 1 0.18% Reduced
1452
RC
RBO & Co
California
$726K $0 1 0.25% Maintained
1453
AIA
Alerus Investment Advisors
Minnesota
$724K $0 1 0.13% Maintained
1454
Acadian Asset Management
Acadian Asset Management
Massachusetts
$713K -$1.51M 5 0% Reduced
1455
ATC
Adirondack Trust Company
New York
$694K -$18.8K 4 0.56% Reduced
1456
CBN
Cadence Bank NA
Texas
$693K +$748K 1 0.4% New
1457
LIC
Lodestar Investment Counsel
Illinois
$690K $0 2 0.12% Maintained
1458
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$689K +$32.2K 2 0.44% Increased
1459
MIC
MU Investments Company
Japan
$686K -$11.7K 3 0.37% Reduced
1460
ABP
Arthur B. Page
$685K -$212K 1 0.73% Reduced
1461
HPBT
High Point Bank & Trust
North Carolina
$682K +$48.3K 4 0.19% Increased
1462
MCM
Mork Capital Management
California
$678K $0 1 0.8% Maintained
1463
BAC
Boys Arnold & Co
North Carolina
$671K $0 1 0.14% Maintained
1464
CS
Credential Securities
$668K +$55.8K 2 0.46% Increased
1465
MA
Marshwinds Advisory
Georgia
$667K -$66.1K 2 0.36% Reduced
1466
GLI
Guardian Life Insurance
New York
$665K +$191K 6 0.07% Increased
1467
SIM
Spark Investment Management
New York
$661K -$3.42M 1 0.09% Reduced
1468
SFM
Signature Financial Management
Virginia
$656K +$209K 2 0.4% Increased
1469
CAM
Centre Asset Management
New York
$653K $0 1 0.11% Maintained
1470
Homrich & Berg
Homrich & Berg
Georgia
$653K -$291K 3 0.07% Reduced
1471
MFP
Michael F. Price
$649K +$730K 1 0.1% New
1472
FMA
Fiduciary Management Associates
Illinois
$647K +$626K 1 0.04% New
1473
DAM
Deltec Asset Management
New York
$639K +$471K 1 0.16% Increased
1474
PAWC
P.A.W. Capital
Connecticut
$636K $0 1 0.73% Maintained
1475
ACM
Argentus Capital Management
Texas
$635K -$820K 3 0.09% Reduced