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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
HCA
Harbour Capital Advisors
Virginia
$733K -$11.7K 1 0.46% Reduced
1527
TIM
Thompson Investment Management
Wisconsin
$733K -$95.8K 2 0.14% Reduced
1528
GF
Gerstein Fisher
New York
$730K -$33.3K 1 0.09% Reduced
1529
BBI
Baxter Bros Inc
Connecticut
$729K -$44K 2 0.25% Reduced
1530
SM
Seminole Management
New York
$726K $0 1 0.12% Maintained
1531
SL
Summitry LLC
California
$722K +$125K 1 0.07% Increased
1532
Choreo LLC
Choreo LLC
Illinois
$718K +$451K 2 0.13% Increased
1533
TAM
THB Asset Management
Connecticut
$717K -$160K 1 0.1% Reduced
1534
FAT
First American Trust
California
$714K $0 1 0.22% Maintained
1535
BCM
Basswood Capital Management
New York
$713K $0 1 0.03% Maintained
1536
PCM
Perritt Capital Management
Illinois
$710K -$197K 1 0.18% Reduced
1537
TCM
Texan Capital Management
Texas
$707K +$5.07K 1 0.33% Increased
1538
MSTVIM
Messner & Smith Theme Value Investment Management
California
$694K $0 2 1.12% Maintained
1539
CA
Cullinan Associates
Kentucky
$689K $0 1 0.06% Maintained
1540
JMFC
J.M. Forbes & Co
Massachusetts
$689K +$215K 2 0.19% Increased
1541
WP
Wedgewood Partners
Missouri
$687K -$2.54K 1 0.01% Reduced
1542
CIM
Cetera Investment Management
California
$686K -$72.1K 1 0.44% Reduced
1543
TSWM
Triangle Securities Wealth Management
North Carolina
$683K -$31.4K 1 0.47% Reduced
1544
LMAM
Legg Mason Asset Management
Japan
$682K $0 1 0.69% Maintained
1545
AIM
Acrospire Investment Management
Illinois
$679K -$195K 15 0.45% Reduced
1546
Bailard
Bailard
California
$679K +$240K 2 0.06% Increased
1547
FNYS
First New York Securities
New York
$668K +$673K 2 0.44% Increased
1548
Parallax Volatility Advisers
Parallax Volatility Advisers
California
$663K -$9.28M 12 0% Reduced
1549
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$662K -$2.16M 1 0.15% Reduced
1550
NG
NatWest Group
United Kingdom
$662K $0 1 0.16% Maintained