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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
FMB
Field & Main Bank
Kentucky
$562K +$58.5K 3 0.52% Increased
1527
LCM
LVM Capital Management
Michigan
$562K $0 2 0.19% Maintained
1528
SCM
SOL Capital Management
Maryland
$562K -$11.7K 2 0.21% Reduced
1529
Thomaspartners
Thomaspartners
Massachusetts
$558K $0 2 0.01% Maintained
1530
DCM
Dean Capital Management
Kansas
$555K -$709K 1 1.06% Reduced
1531
IFA
Interactive Financial Advisors
Illinois
$552K -$98.5K 1 0.3% Reduced
1532
NCM
Newland Capital Management
New York
$550K -$3.9M 1 0.62% Reduced
1533
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$549K +$526K 1 0.13% New
1534
NAM
Nichols Asset Management
Massachusetts
$548K $0 1 0.1% Maintained
1535
NCM
Newgate Capital Management
Connecticut
$546K -$194K 1 0.38% Reduced
1536
AIP
ARS Investment Partners
New York
$544K +$60.6K 1 0.1% Increased
1537
Brighton Jones LLC
Brighton Jones LLC
Washington
$544K -$4.93K 2 0.12% Reduced
1538
CI
Capital Innovations
Wisconsin
$542K +$285K 2 0.46% Increased
1539
GLI
Guardian Life Insurance
New York
$540K -$168K 6 0.05% Reduced
1540
UF
Univest Financial
Pennsylvania
$538K +$210K 2 0.24% Increased
1541
CA
Cullinan Associates
Kentucky
$537K +$15.9K 1 0.04% Increased
1542
CBT
Central Bank & Trust
Kentucky
$535K +$21.3K 3 0.18% Increased
1543
PIM
Progressive Investment Management
Oregon
$532K -$4.6M 1 1.84% Reduced
1544
WA
WBH Advisory
Maryland
$532K -$4.63K 1 0.15% Reduced
1545
DI
Diligent Investors
California
$530K -$9.38K 1 0.54% Reduced
1546
MIC
Meridian Investment Counsel
California
$529K -$47.5K 2 0.37% Reduced
1547
GCA
Greenwood Capital Associates
South Carolina
$528K +$89K 2 0.15% Increased
1548
HP
Harvey Partners
New York
$527K -$14.2K 1 0.21% Reduced
1549
GWM
Gupta Wealth Management
California
$526K +$516K 9 0.15% New
1550
TF
Tompkins Financial
New York
$524K +$5.34K 6 0.13% Increased