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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
1601
PGA
Portland Global Advisors
Maine
$356K -$33.1K 1 0.21% Reduced
1602
BP
BBR Partners
New York
$354K $0 1 0.05% Maintained
1603
PRC
Platte River Capital
Colorado
$354K -$86K 1 0.33% Reduced
1604
CPO
Cerity Partners OCIO
New York
$353K +$42.4K 1 0.04% Increased
1605
GCA
Greenwood Capital Associates
South Carolina
$353K -$171K 2 0.13% Reduced
1606
RS Investment Management
RS Investment Management
California
$352K +$12.3K 1 0% Increased
1607
Freestone Capital Holdings
Freestone Capital Holdings
Washington
$347K +$375K 1 0.04% New
1608
CCM
Cohen Capital Management
California
$345K $0 1 0.1% Maintained
1609
First Citizens Bank & Trust
First Citizens Bank & Trust
North Carolina
$345K $0 1 0.03% Maintained
1610
NIA
Northstar Investment Advisors
Colorado
$345K $0 1 0.09% Maintained
1611
QCMC
Quantum Capital Management (California)
California
$345K -$2.01K 1 0.06% Reduced
1612
Choate Investment Advisors
Choate Investment Advisors
Massachusetts
$343K +$48.6K 2 0.02% Increased
1613
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$342K -$628K 1 0% Reduced
1614
Loews Corp
Loews Corp
New York
$342K -$29.4K 1 0% Reduced
1615
CWA
Constellation Wealth Advisors
New York
$340K -$230K 1 0.04% Reduced
1616
FBFS
First Business Financial Services
Wisconsin
$340K +$2.24K 1 0.11% Increased
1617
SC
Schulhoff & Co
Ohio
$339K $0 1 0.24% Maintained
1618
BBI
Baxter Bros Inc
Connecticut
$337K $0 1 0.12% Maintained
1619
BCM
Blume Capital Management
California
$337K $0 2 0.27% Maintained
1620
GAM
Gemmer Asset Management
California
$336K -$1.47K 10 0.21% Reduced
1621
MCM
Maryland Capital Management
Maryland
$334K -$347K 1 0.06% Reduced
1622
ALA
Atherton Lane Advisers
California
$331K $0 1 0.02% Maintained
1623
PRHC
P.R. Herzig & Co
New York
$329K +$336K 1 0.82% New
1624
Squarepoint
Squarepoint
New York
$329K -$502K 1 0.08% Reduced
1625
VF
Virtu Financial
New York
$327K +$416K 1 0.04% New