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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
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$453K +$201K 2 0.03% Increased
1527
GIM
Groesbeck Investment Management
New Jersey
$452K $0 1 0.2% Maintained
1528
B
BancorpSouth
Mississippi
$449K -$135K 1 0.05% Reduced
1529
SOAMC
Spirit of America Management Corp
New York
$445K $0 1 0.18% Maintained
1530
FC
Farley Capital
New York
$439K +$460K 1 0.28% New
1531
AIM
Acuity Investment Management
Ontario, Canada
$438K +$418K 2 0.3% New
1532
NPIT
National Penn Investors Trust
Pennsylvania
$438K -$3.06K 1 0.05% Reduced
1533
VCM
Vigilant Capital Management
Maine
$436K +$4.7K 4 0.1% Increased
1534
HFM
Hartford Financial Management
Connecticut
$433K +$9.99K 3 0.26% Increased
1535
DLG
Daniel L. Goodwin
$432K $0 1 0.08% Maintained
1536
WOC
West Oak Capital
California
$426K +$332K 4 0.31% Increased
1537
EAM
Evanson Asset Management
California
$426K $0 1 0.16% Maintained
1538
CCM
Cohen Capital Management
California
$418K $0 1 0.11% Maintained
1539
AGM
Alpine Global Management
New York
$417K -$722K 2 0.12% Reduced
1540
MC
Menta Capital
California
$413K +$336K 1 0.08% Increased
1541
SC
Schulhoff & Co
Ohio
$411K $0 1 0.25% Maintained
1542
M
MOTCO
Texas
$409K $0 4 0.04% Maintained
1543
SH
Scepter Holdings
Texas
$407K $0 1 0.1% Maintained
1544
Brighton Jones LLC
Brighton Jones LLC
Washington
$404K $0 1 0.09% Maintained
1545
IFS
Ifrah Financial Services
Arkansas
$404K -$3.74K 1 0.15% Reduced
1546
MJP
Michael J. Puzo
$404K +$386K 1 0.28% New
1547
NDSI
Newman Dignan & Sheerar Inc
Rhode Island
$404K -$87.9K 1 0.23% Reduced
1548
LCM
Landscape Capital Management
New Jersey
$400K +$371K 1 0.27% New
1549
NME
Notis-McConarty Edward
$400K +$195K 3 0.26% Increased
1550
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$399K +$28.9K 1 0% Increased