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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
1576
Peconic Partners
Peconic Partners
New York
$456K +$481K 1 0.1% New
1577
ZF
Zhang Financial
Michigan
$448K +$11.7K 1 0.29% Increased
1578
PAM
Peak Asset Management
Colorado
$447K +$461K 1 0.24% New
1579
TDC
Thompson Davis & Co
Virginia
$446K -$62.7K 9 0.52% Reduced
1580
JMFC
J.M. Forbes & Co
Massachusetts
$444K $0 1 0.12% Maintained
1581
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$444K +$241K 2 0.06% Increased
1582
Plancorp LLC
Plancorp LLC
Missouri
$443K -$259K 1 0.46% Reduced
1583
PM
Parametrica Management
Hong Kong
$442K -$51.2K 1 4.29% Reduced
1584
SIM
SSI Investment Management
California
$442K -$632K 1 0.04% Reduced
1585
CCM
Compton Capital Management
Rhode Island
$437K +$202K 2 0.24% Increased
1586
LDB
Lee, Danner & Bass
Tennessee
$434K -$58.9K 1 0.05% Reduced
1587
ST
Sabal Trust
Florida
$433K $0 1 0.06% Maintained
1588
RS Investment Management
RS Investment Management
California
$432K -$3.43M 1 0% Reduced
1589
SRAM
Stone Ridge Asset Management
New York
$432K +$439K 2 0.91% New
1590
LRIC
Long Road Investment Counsel
Michigan
$430K +$446K 2 0.39% New
1591
DLG
Daniel L. Goodwin
$426K +$165K 2 0.08% Increased
1592
MC
Martin & Co
Tennessee
$426K +$8.74K 1 0.13% Increased
1593
BCAM
Boston Common Asset Management
Massachusetts
$421K +$186K 1 0.02% Increased
1594
HHAM
HITE Hedge Asset Management
Massachusetts
$421K -$8.16M 1 0.16% Reduced
1595
GCA
Greenwood Capital Associates
South Carolina
$415K -$5.07M 2 0.12% Reduced
1596
GIM
Groesbeck Investment Management
New Jersey
$414K -$10.9K 1 0.2% Reduced
1597
NCM
Neumann Capital Management
California
$414K +$406K 1 0.27% New
1598
HCM
Hilton Capital Management
New York
$412K -$4.84M 1 0.13% Reduced
1599
SC
SRB Corp
Massachusetts
$411K +$173K 3 0.06% Increased
1600
MNBTD
Moody National Bank Trust Division
Texas
$409K +$398K 1 0.03% New