← 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
1526
CA
Cambridge Advisors
Nebraska
$523K +$513K 1 0.32% New
1527
CCA
Checchi Capital Advisers
California
$517K -$113K 2 0.19% Reduced
1528
KTC
Kistler-Tiffany Companies
Pennsylvania
$517K +$7.8K 6 0.34% Increased
1529
Brighton Jones LLC
Brighton Jones LLC
Washington
$513K +$186K 2 0.12% Increased
1530
MFBTD
MB Financial Bank - Trust Department
Illinois
$511K $0 4 0.06% Maintained
1531
DI
Diligent Investors
California
$510K +$503K 1 0.52% New
1532
Thomaspartners
Thomaspartners
Massachusetts
$510K -$228K 2 0.01% Reduced
1533
WA
WBH Advisory
Maryland
$510K -$19.3K 1 0.19% Reduced
1534
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$509K +$20.4K 1 0.05% Increased
1535
ED
Exane Derivatives
France
$508K +$556K 2 0.07% New
1536
AI
ArchPoint Investors
Florida
$507K +$186K 1 0.38% Increased
1537
WRM
Westport Resources Management
Connecticut
$507K +$33.6K 6 0.14% Increased
1538
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$503K +$476K 4 0.02% Increased
1539
TF
Tompkins Financial
New York
$501K -$67.4K 6 0.13% Reduced
1540
NAM
Nichols Asset Management
Massachusetts
$498K $0 1 0.1% Maintained
1541
SEC
Seven Eight Capital
New York
$496K -$1.35M 5 0.83% Reduced
1542
CA
Cullinan Associates
Kentucky
$495K -$342K 1 0.05% Reduced
1543
FDCC
Foster Dykema Cabot & Co
Massachusetts
$495K -$34.7K 1 0.12% Reduced
1544
Bailard
Bailard
California
$491K -$77.1K 1 0.07% Reduced
1545
CBT
Central Bank & Trust
Kentucky
$490K -$1.83K 2 0.17% Reduced
1546
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
$490K -$15M 2 0.05% Reduced
1547
PFBT
Parkside Financial Bank & Trust
Missouri
$488K +$35.7K 2 0.27% Increased
1548
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$487K -$66.1K 8 0% Reduced
1549
SG
Somerset Group
Minnesota
$486K +$10.9K 1 0.43% Increased
1550
QIM
Quantitative Investment Management
Virginia
$484K +$131K 1 0.07% Increased