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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
1701
UFA
US Financial Advisors
Massachusetts
$233K +$32K 6 0.39% Increased
1702
RIG
Renaissance Investment Group
Massachusetts
$230K -$22.9K 1 0.12% Reduced
1703
ICM
IMS Capital Management
Oregon
$229K -$252K 1 0.27% Reduced
1704
WRM
Westport Resources Management
Connecticut
$229K -$184K 2 0.07% Reduced
1705
IMS
Index Management Solutions
Pennsylvania
$227K -$65.2K 4 0.23% Reduced
1706
CIS
Connors Investor Services
Pennsylvania
$226K $0 1 0.05% Maintained
1707
SCA
Stillwater Capital Advisors
Pennsylvania
$225K $0 1 0.08% Maintained
1708
CIC
Chase Investment Counsel
Virginia
$222K -$3.19M 1 0.09% Reduced
1709
RDM
Retirement Design & Management
Connecticut
$220K -$11.4K 1 0.23% Reduced
1710
CPS
Counsel Portfolio Services
Ontario, Canada
$219K -$55.9K 1 0.02% Reduced
1711
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$218K +$2.09K 1 0.15% Increased
1712
CBU
CIBC Bank USA
Illinois
$217K -$796K 1 0.04% Reduced
1713
SCM
Stonebridge Capital Management
California
$215K -$33K 1 0.1% Reduced
1714
Hills Bank & Trust
Hills Bank & Trust
Iowa
$214K +$203K 1 0.08% New
1715
Braun Stacey Associates
Braun Stacey Associates
New York
$212K -$3.28M 1 0.01% Reduced
1716
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$212K -$72.2K 4 0.07% Reduced
1717
LRIC
Long Road Investment Counsel
Michigan
$212K -$227K 1 0.18% Reduced
1718
SFU
Stonehage Fleming (UK)
United Kingdom
$212K -$443K 1 0.1% Reduced
1719
PFM
Parsec Financial Management
North Carolina
$211K -$7.07K 1 0.02% Reduced
1720
SGH
Schonfeld Group Holdings
New York
$210K +$226K 1 0.11% New
1721
NA
Navellier & Associates
Nevada
$209K +$201K 1 0.02% New
1722
HI
Hudock Inc
Pennsylvania
$208K -$6.46K 5 0.1% Reduced
1723
CSMF
Charles Stewart Mott Foundation
Michigan
$205K +$221K 1 0.23% New
1724
SNS Financial Group
SNS Financial Group
Minnesota
$205K $0 1 0.06% Maintained
1725
SGAM
Steinberg Global Asset Management
Florida
$204K -$20.6K 1 0.04% Reduced