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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
1476
BIM
Beach Investment Management
Pennsylvania
$576K -$336K 1 0.79% Reduced
1477
FDCC
Foster Dykema Cabot & Co
Massachusetts
$576K +$40.2K 1 0.14% Increased
1478
AWS
Aris Wealth Services
Pennsylvania
$572K +$23.9K 1 0.75% Increased
1479
PMG
ProVise Management Group
Florida
$569K -$38.2K 2 0.12% Reduced
1480
IRS
Invictus RG (Singapore)
Singapore
$564K +$176K 7 0.59% Increased
1481
DAM
Deltec Asset Management
New York
$563K +$552K 1 0.12% New
1482
Plancorp LLC
Plancorp LLC
Missouri
$561K -$179K 1 0.5% Reduced
1483
KG
Killen Group
Pennsylvania
$559K $0 1 0.03% Maintained
1484
Magnetar Financial
Magnetar Financial
Illinois
$557K +$536K 1 0.01% New
1485
Thomaspartners
Thomaspartners
Massachusetts
$554K $0 2 0.01% Maintained
1486
FAM
Fortaleza Asset Management
Illinois
$553K +$55.9K 1 0.26% Increased
1487
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$553K -$1.78M 1 0.06% Reduced
1488
AC
Avenir Corporation
Virginia
$551K +$383K 1 0.05% Increased
1489
DLCIG
D.L. Carlson Investment Group
New Hampshire
$549K -$4.17M 2 0.2% Reduced
1490
CPA
Court Place Advisors
Maryland
$548K +$131K 1 0.38% Increased
1491
KWMG
King Wealth Management Group
Florida
$547K $0 2 0.34% Maintained
1492
PGA
Portland Global Advisors
Maine
$545K -$7.47K 1 0.27% Reduced
1493
Wealthfront
Wealthfront
California
$539K +$115K 6 0.05% Increased
1494
CA
Cullinan Associates
Kentucky
$537K -$144K 1 0.09% Reduced
1495
FA
Fagan Associates
New York
$531K +$519K 1 0.45% New
1496
TC
TradeLink Capital
Illinois
$529K -$91.4K 2 0.49% Reduced
1497
BA
Bridgewater Advisors
New York
$528K $0 1 0.44% Maintained
1498
SRCM
Swift Run Capital Management
Virginia
$527K $0 1 0.23% Maintained
1499
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$524K +$218K 2 0.03% Increased
1500
DY
Dowling & Yahnke
California
$520K $0 1 0.07% Maintained