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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
1626
WC
Whitney & Co
New York
$718K +$226K 2 0.27% Increased
1627
H
Hexavest
Quebec, Canada
$714K +$349K 4 0.01% Increased
1628
SFI
SPC Financial Inc
Maryland
$712K +$480K 2 0.22% Increased
1629
ABP
Arthur B. Page
$709K +$11.4K 1 0.68% Increased
1630
CWM
Cornerstone Wealth Management
Missouri
$704K -$359K 2 0.23% Reduced
1631
ADBIC
A.D. Beadell Investment Counsel
Wisconsin
$702K +$209K 2 0.6% Increased
1632
GBT
Grove Bank & Trust
Florida
$696K +$145K 6 0.53% Increased
1633
SAA
Southeast Asset Advisors
Georgia
$689K -$113K 1 0.22% Reduced
1634
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$688K -$2.82M 1 0.04% Reduced
1635
PAWC
P.A.W. Capital
Connecticut
$687K $0 1 0.78% Maintained
1636
Quadrant Capital Group
Quadrant Capital Group
Ohio
$687K +$34.2K 15 0.34% Increased
1637
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$686K $0 1 0.06% Maintained
1638
LBC
Lowe Brockenbrough & Co
Virginia
$685K $0 1 0.11% Maintained
1639
TIM
Thompson Investment Management
Wisconsin
$683K -$61K 2 0.13% Reduced
1640
FCCM
First City Capital Management
Georgia
$682K $0 2 0.51% Maintained
1641
PHS
Pekin Hardy Strauss
Illinois
$680K -$148K 1 0.06% Reduced
1642
Penserra Capital Management
Penserra Capital Management
California
$679K +$174K 15 0.08% Increased
1643
Horizon Kinetics
Horizon Kinetics
New York
$677K -$45K 2 0.02% Reduced
1644
PAA
Peregrine Asset Advisers
Oregon
$676K +$589K 1 0.4% New
1645
BO
Bank OZK
Arkansas
$673K -$13.8K 1 0.22% Reduced
1646
BHBT
Burke & Herbert Bank & Trust
Virginia
$670K $0 1 0.61% Maintained
1647
WP
Wedgewood Partners
Missouri
$670K +$8.43K 1 0.02% Increased
1648
WPP
Whalerock Point Partners
Rhode Island
$669K +$55K 1 0.26% Increased
1649
HHAA
Henry H. Armstrong Associates
Pennsylvania
$668K +$187K 1 0.14% Increased
1650
Plancorp LLC
Plancorp LLC
Missouri
$667K +$213K 2 0.19% Increased