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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
1501
Group One Trading
Group One Trading
Illinois
$691K -$294K 9 0.01% Reduced
1502
BO
Bank OZK
Arkansas
$688K -$473K 1 0.24% Reduced
1503
AHB
Abner Herrman & Brock
New Jersey
$683K +$12.7K 1 0.34% Increased
1504
HAIM
Hunter Associates Investment Management
Pennsylvania
$683K $0 1 0.28% Maintained
1505
Maverick Capital
Maverick Capital
Texas
$683K -$43.3K 1 0.01% Reduced
1506
MBT
Monroe Bank & Trust
Michigan
$679K +$447K 2 0.23% Increased
1507
MHIM
MacNealy Hoover Investment Management
Ohio
$678K $0 1 0.56% Maintained
1508
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$678K +$51.4K 1 0.07% Increased
1509
ATC
Adirondack Trust Company
New York
$677K -$2.04K 3 0.5% Reduced
1510
NCIM
New Century Investment Management
Michigan
$677K -$158 1 0.31% Reduced
1511
OFS
Orrstown Financial Services
Pennsylvania
$672K -$89.5K 1 0.73% Reduced
1512
IIM
Ipswich Investment Management
Massachusetts
$667K -$17.2K 1 0.3% Reduced
1513
RGC
Roberts, Glore & Co
Illinois
$667K -$19K 2 0.47% Reduced
1514
CCA
Checchi Capital Advisers
California
$665K +$28.8K 2 0.18% Increased
1515
OC
Oarsman Capital
Wisconsin
$665K -$15.3K 1 0.45% Reduced
1516
NCM
Newgate Capital Management
Connecticut
$664K +$152K 1 0.49% Increased
1517
Allstate Corporation
Allstate Corporation
Illinois
$662K -$105K 1 0.06% Reduced
1518
AI
ArchPoint Investors
Florida
$654K +$4.18K 2 0.41% Increased
1519
PVWM
Point View Wealth Management
New Jersey
$648K -$8.94K 1 0.5% Reduced
1520
AC
Avenir Corporation
Virginia
$647K +$132K 1 0.05% Increased
1521
CC
Colrain Capital
Massachusetts
$640K +$25.5K 1 0.06% Increased
1522
LWM
LBA Wealth Management
Florida
$640K +$52.8K 2 0.4% Increased
1523
CCMD
Cypress Capital Management (Delaware)
Delaware
$636K -$55.1K 1 0.18% Reduced
1524
ACI
Advance Capital I
Michigan
$633K -$2.63M 1 0.42% Reduced
1525
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$630K -$22.5M 2 0.02% Reduced