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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
1551
BCM
BBT Capital Management
Texas
$572K +$525K 1 0.05% New
1552
BOS
Bingham Osborn & Scarborough
California
$572K $0 2 0.07% Maintained
1553
ZB
Zions Bancorporation
Utah
$572K +$99.3K 1 0.09% Increased
1554
WA
WBH Advisory
Maryland
$567K -$5.05K 1 0.22% Reduced
1555
LH
Lebenthal Holdings
New York
$566K +$165K 2 0.12% Increased
1556
NCM
Neumann Capital Management
California
$566K +$74.5K 1 0.36% Increased
1557
SCM
SOL Capital Management
Maryland
$565K -$10.2K 2 0.21% Reduced
1558
Brighton Jones LLC
Brighton Jones LLC
Washington
$564K +$475 2 0.13% Increased
1559
BCM
Basswood Capital Management
New York
$560K $0 1 0.03% Maintained
1560
ICM
IMS Capital Management
Oregon
$557K +$557K 1 0.66% New
1561
PFBT
Parkside Financial Bank & Trust
Missouri
$557K -$21.4K 2 0.3% Reduced
1562
GLI
Guardian Life Insurance
New York
$556K -$1.76K 6 0.05% Reduced
1563
Thomaspartners
Thomaspartners
Massachusetts
$556K $0 2 0.01% Maintained
1564
MIC
Meridian Investment Counsel
California
$554K $0 2 0.4% Maintained
1565
IP
Isthmus Partners
Wisconsin
$553K +$27.6K 1 0.18% Increased
1566
LCM
LVM Capital Management
Michigan
$553K $0 2 0.18% Maintained
1567
DI
Diligent Investors
California
$550K +$10.2K 1 0.58% Increased
1568
NAM
Nichols Asset Management
Massachusetts
$549K $0 1 0.1% Maintained
1569
PSCM
Prince Street Capital Management
New York
$545K +$611K 1 0.2% New
1570
SEC
Seven Eight Capital
New York
$533K +$553K 3 0.63% Increased
1571
TTWM
TCV Trust & Wealth Management
Virginia
$530K $0 1 0.09% Maintained
1572
UF
Univest Financial
Pennsylvania
$529K -$777 2 0.24% Reduced
1573
CA
Cambridge Advisors
Nebraska
$525K -$367K 1 0.3% Reduced
1574
SRCM
Swift Run Capital Management
Virginia
$524K $0 1 0.22% Maintained
1575
UBWV
United Bank (West Virginia)
West Virginia
$524K +$13K 1 0.23% Increased