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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
FWP
FAS Wealth Partners
Kansas
$839K +$1.4K 2 0.26% Increased
1602
TF
Tompkins Financial
New York
$838K -$5.04K 5 0.21% Reduced
1603
PC
Palo Capital
California
$837K +$866K 1 0.49% New
1604
NED
Nancy E. Dempze
$834K -$12.2K 1 1.28% Reduced
1605
AFG
Albion Financial Group
Utah
$823K +$573K 1 0.12% Increased
1606
LA
Lucus Advisors
New York
$821K +$708K 2 0.76% Increased
1607
BCM
Bayesian Capital Management
New York
$818K -$160K 2 0.39% Reduced
1608
PAIM
Punch & Associates Investment Management
Minnesota
$815K -$122 1 0.08% Reduced
1609
LJHT
Laurie J. Hall Trustee
$813K $0 3 0.52% Maintained
1610
WC
Whitney & Co
New York
$811K +$35.4K 2 0.29% Increased
1611
WI
Wintrust Investments
Illinois
$811K +$782K 1 0.23% New
1612
SBA
Seven Bridges Advisors
New York
$809K +$781K 1 0.77% New
1613
MAM
Mastrapasqua Asset Management
Tennessee
$805K -$5.91M 1 0.18% Reduced
1614
JMFC
J.M. Forbes & Co
Massachusetts
$802K $0 2 0.21% Maintained
1615
Choreo LLC
Choreo LLC
Illinois
$800K +$8.08K 2 0.12% Increased
1616
CBT
Central Bank & Trust
Kentucky
$798K +$676K 3 0.21% Increased
1617
BO
Bank OZK
Arkansas
$792K +$43K 1 0.26% Increased
1618
LWIC
Leith Wheeler Investment Counsel
British Columbia, Canada
$792K +$803K 1 0.53% New
1619
KLI
Kelman-Lazarov Inc
Tennessee
$788K $0 1 0.51% Maintained
1620
AZA
Arthur Zaske & Associates
Michigan
$784K +$150K 3 0.56% Increased
1621
SAA
Southeast Asset Advisors
Georgia
$783K +$113K 2 0.24% Increased
1622
BCM
Bluefin Capital Management
New York
$780K -$3.24M 1 0.1% Reduced
1623
Quadrant Capital Group
Quadrant Capital Group
Ohio
$780K +$19.6K 16 0.34% Increased
1624
SH
Svenska Handelsbanken
Sweden
$778K +$157K 1 1.04% Increased
1625
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$778K +$15.2K 1 0.07% Increased