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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
1526
SC
Savitr Capital
California
$375K +$358K 1 0.72% New
1527
IRS
Invictus RG (Singapore)
Singapore
$370K -$639K 3 0.44% Reduced
1528
GAM
Griffin Asset Management
New York
$369K $0 1 0.12% Maintained
1529
IAM
Iridian Asset Management
Connecticut
$365K -$166K 1 0% Reduced
1530
FMW
Farr Miller & Washington
District of Columbia
$364K $0 1 0.05% Maintained
1531
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$363K +$12.4K 1 0.21% Increased
1532
PTC
Private Trust Company
Ohio
$360K +$11.7K 15 0.14% Increased
1533
BCM
Blume Capital Management
California
$353K -$42.3K 4 0.28% Reduced
1534
IFS
Ifrah Financial Services
Arkansas
$353K -$9.4K 1 0.14% Reduced
1535
WCM
Weik Capital Management
Pennsylvania
$352K $0 1 0.22% Maintained
1536
AHB
Abner Herrman & Brock
New Jersey
$351K -$10.3K 1 0.11% Reduced
1537
CMBA
C.M. Bidwell & Associates
Hawaii
$351K +$121K 2 0.08% Increased
1538
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$349K -$9.07K 1 0% Reduced
1539
GGPS
Gary Goldberg Planning Services
New York
$346K +$35.2K 3 0.17% Increased
1540
Jasper Ridge Partners
Jasper Ridge Partners
California
$346K $0 1 0.02% Maintained
1541
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$346K $0 1 0.2% Maintained
1542
BIM
Baldwin Investment Management
Pennsylvania
$345K $0 1 0.15% Maintained
1543
KA
KLCM Advisors
Wisconsin
$344K $0 1 0.09% Maintained
1544
SH
Scepter Holdings
Texas
$344K -$242K 1 0.07% Reduced
1545
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$342K -$957K 1 0.02% Reduced
1546
CCP
Clarkston Capital Partners
Michigan
$340K +$330K 1 0.07% New
1547
MC
Martin & Co
Tennessee
$340K $0 1 0.12% Maintained
1548
GVT
Genesee Valley Trust
New York
$339K -$31.7K 1 0.21% Reduced
1549
BFIM
Beese Fulmer Investment Management
Ohio
$337K $0 1 0.12% Maintained
1550
AI
ArchPoint Investors
Florida
$335K -$68.1K 1 0.3% Reduced