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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
1651
BC
Barnett & Company
Tennessee
$292K -$52.3K 1 0.14% Reduced
1652
SCM
SOL Capital Management
Maryland
$292K -$211K 1 0.11% Reduced
1653
ZDA
Zweig-DiMenna Associates
New York
$292K +$315K 1 0.01% New
1654
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$289K $0 1 0% Maintained
1655
Capital International Sarl
Capital International Sarl
California
$288K $0 1 0.03% Maintained
1656
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$288K $0 1 0.01% Maintained
1657
CPA
Capital Planning Advisors
California
$287K $0 1 0.19% Maintained
1658
DLCIG
D.L. Carlson Investment Group
New Hampshire
$286K $0 1 0.12% Maintained
1659
Cannell & Spears
Cannell & Spears
New York
$285K $0 1 0.03% Maintained
1660
SHCM
Stokes & Hubbell Capital Management
Louisiana
$285K +$307K 1 0.17% New
1661
CK
Carnick & Kubik
Colorado
$285K +$306K 4 0.2% New
1662
BEAM
Baker Ellis Asset Management
Washington
$284K -$3.37K 1 0.1% Reduced
1663
HCM
Highlander Capital Management
New Jersey
$284K +$312K 3 0.27% Increased
1664
JIC
Joel Isaacson & Co
New York
$282K +$66 7 0.08% Increased
1665
MIC
Meridian Investment Counsel
California
$281K -$214K 1 0.23% Reduced
1666
SC
Selz Capital
New York
$280K -$61K 1 0.08% Reduced
1667
DLG
Daniel L. Goodwin
$276K $0 1 0.07% Maintained
1668
FTI
Fiduciary Trust International
Massachusetts
$274K -$224K 1 0.09% Reduced
1669
SCA
Stonebridge Capital Advisors
Minnesota
$274K $0 1 0.11% Maintained
1670
MC
Montag & Caldwell
Georgia
$272K -$529K 1 0% Reduced
1671
PC
Permit Capital
Pennsylvania
$271K $0 1 0.18% Maintained
1672
ANRIA
American National Registered Investment Advisor
Texas
$269K $0 1 0.14% Maintained
1673
SAM
Sequent Asset Management
Texas
$269K -$28.7K 1 0.2% Reduced
1674
JPTCCM
J.P. Turner & Co Capital Management
Georgia
$266K -$398K 1 0.28% Reduced
1675
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$266K $0 1 0.01% Maintained