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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
1726
CCM
Carlson Capital Management
Minnesota
$260K $0 1 0.1% Maintained
1727
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$260K +$260K 1 0.16% New
1728
Quadrature Capital
Quadrature Capital
United Kingdom
$259K +$24.6K 1 0.23% Increased
1729
Blackstone Inc
Blackstone Inc
New York
$258K +$274K 1 0% New
1730
CFA
Cahill Financial Advisors
Minnesota
$256K +$256K 1 0.19% New
1731
CBT
Central Bank & Trust
Kentucky
$254K -$307K 4 0.08% Reduced
1732
NPPM
North Point Portfolio Managers
Ohio
$247K $0 1 0.05% Maintained
1733
CIS
Connors Investor Services
Pennsylvania
$246K +$238K 1 0.05% New
1734
IMOV
Investment Management of Virginia
Virginia
$244K -$10.2K 1 0.06% Reduced
1735
SCM
Shapiro Capital Management
Georgia
$240K $0 1 0.01% Maintained
1736
BA
Birinyi Associates
Connecticut
$240K -$247K 1 0.16% Reduced
1737
GHA
GW Henssler & Associates
Georgia
$238K -$12.9K 1 0.03% Reduced
1738
FUBT
First United Bank & Trust
Maryland
$237K $0 1 0.22% Maintained
1739
BCM
Brown Capital Management
Maryland
$235K $0 1 0% Maintained
1740
HI
Hudock Inc
Pennsylvania
$234K +$679 5 0.11% Increased
1741
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$233K -$5.83K 1 0.03% Reduced
1742
TIA
Tiemann Investment Advisors
California
$233K +$233K 1 0.24% New
1743
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$232K -$15.3K 1 0.11% Reduced
1744
FIM
Fernwood Investment Management
Massachusetts
$231K -$17.8K 1 0.18% Reduced
1745
AIA
Affinity Investment Advisors
California
$230K $0 1 0.02% Maintained
1746
NPA
Nichols & Pratt Advisers
Massachusetts
$230K $0 1 0.02% Maintained
1747
Greenleaf Trust
Greenleaf Trust
Michigan
$229K -$27.6K 1 0.01% Reduced
1748
ED
Exane Derivatives
France
$226K -$43.2K 2 0.02% Reduced
1749
Savant Capital
Savant Capital
Illinois
$226K $0 1 0.08% Maintained
1750
AIM
Aspen Investment Management
Michigan
$223K $0 1 0.19% Maintained