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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
HFM
Hartford Financial Management
Connecticut
$585K -$5.01K 1 0.37% Reduced
1527
CNC
Citizens & Northern Corp
Pennsylvania
$584K -$532K 1 0.48% Reduced
1528
SH
Svenska Handelsbanken
Sweden
$583K +$600K 1 0.06% New
1529
MSTVIM
Messner & Smith Theme Value Investment Management
California
$582K $0 2 0.93% Maintained
1530
CWA Asset Management Group
CWA Asset Management Group
Florida
$581K +$597K 1 0.65% New
1531
BAC
Boys Arnold & Co
North Carolina
$579K -$232K 1 0.06% Reduced
1532
BCM
Basswood Capital Management
New York
$578K $0 1 0.03% Maintained
1533
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$571K +$240K 3 0% Increased
1534
BOS
Bingham Osborn & Scarborough
California
$569K $0 2 0.07% Maintained
1535
BHBT
Burke & Herbert Bank & Trust
Virginia
$569K +$4.11K 1 0.59% Increased
1536
CC
Colrain Capital
Massachusetts
$569K -$758K 1 0.06% Reduced
1537
Brighton Jones LLC
Brighton Jones LLC
Washington
$567K -$7.75K 2 0.11% Reduced
1538
RGC
Roberts, Glore & Co
Illinois
$567K +$178K 2 0.43% Increased
1539
GS
GAM Systematic
United Kingdom
$566K -$810K 4 0.16% Reduced
1540
CAM
Centre Asset Management
New York
$557K -$232K 1 0.1% Reduced
1541
FMA
Fiduciary Management Associates
Illinois
$554K -$169K 1 0.03% Reduced
1542
DAL
David A. Lorber
$553K +$545K 1 2.71% New
1543
FWM
Focused Wealth Management
New York
$552K +$51.4K 4 0.32% Increased
1544
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$552K +$539K 2 0.14% New
1545
MFW
Meristem Family Wealth
Minnesota
$550K +$549K 2 0.22% New
1546
CA
Cambridge Advisors
Nebraska
$549K $0 1 0.31% Maintained
1547
BIM
Bogle Investment Management
Massachusetts
$547K +$617K 1 0.04% New
1548
WPP
Whalerock Point Partners
Rhode Island
$545K -$430K 1 0.24% Reduced
1549
MIC
Meridian Investment Counsel
California
$543K +$208K 2 0.4% Increased
1550
DI
Diligent Investors
California
$538K $0 1 0.61% Maintained