← 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
1476
RA
RiverPark Advisors
New York
$417K $0 1 0.28% Maintained
1477
SCM
Stux Capital Management
New York
$416K -$2.95M 1 0.05% Reduced
1478
WSA
Wall Street Associates
California
$416K +$383K 1 0.03% New
1479
JMFC
J.M. Forbes & Co
Massachusetts
$407K -$3.08K 1 0.1% Reduced
1480
SIP
Stoneridge Investment Partners
Pennsylvania
$407K -$2M 1 0.08% Reduced
1481
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$404K +$4K 1 0.28% Increased
1482
MCM
Marathon Capital Management
Maryland
$403K +$40.5K 1 0.29% Increased
1483
LIC
Lodestar Investment Counsel
Illinois
$400K -$106K 1 0.13% Reduced
1484
EEG
E.E. Geduld
$389K +$327K 2 0.19% Increased
1485
FIM
Fernwood Investment Management
Massachusetts
$387K +$365K 1 0.26% New
1486
RIG
Renaissance Investment Group
Massachusetts
$386K -$15.7K 1 0.2% Reduced
1487
SPC
Stewart & Patten Company
California
$382K -$77.7K 1 0.08% Reduced
1488
PCM
Portolan Capital Management
Massachusetts
$380K $0 1 0.08% Maintained
1489
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$377K +$377K 3 0.29% New
1490
FWM
Focused Wealth Management
New York
$376K +$171K 5 0.31% Increased
1491
RPA
Rock Point Advisors
Vermont
$376K +$208K 2 0.16% Increased
1492
SG
Somerset Group
Minnesota
$375K +$373K 1 0.29% New
1493
BCM
Blume Capital Management
California
$374K +$374K 5 0.31% New
1494
AT
Arden Trust
Delaware
$372K -$346K 1 0.05% Reduced
1495
AI
ArchPoint Investors
Florida
$371K -$13.2K 1 0.34% Reduced
1496
WCM
Weik Capital Management
Pennsylvania
$371K $0 1 0.23% Maintained
1497
M
MOTCO
Texas
$369K +$27.4K 4 0.04% Increased
1498
TIM
Trident Investment Management
New York
$369K $0 1 2.98% Maintained
1499
CHC
City Holding Co
West Virginia
$366K +$356K 8 0.23% New
1500
SI
Standard Investments
New York
$365K +$347K 1 0.03% New