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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
CI
Capital Innovations
Wisconsin
$321K $0 1 0.94% Maintained
1727
Klingenstein Fields & Co
Klingenstein Fields & Co
New York
$321K $0 1 0.02% Maintained
1728
CCM
Carlson Capital Management
Minnesota
$320K $0 1 0.12% Maintained
1729
Lincoln National Corp
Lincoln National Corp
Pennsylvania
$320K +$3.42K 1 0.02% Increased
1730
AP
Advisors Preferred
Maryland
$319K +$308K 5 0.19% New
1731
CCIA
Campbell & Co Investment Adviser
Maryland
$318K -$266K 1 1.61% Reduced
1732
EDRAML
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$317K -$187K 2 0.24% Reduced
1733
ANRIA
American National Registered Investment Advisor
Texas
$310K $0 1 0.14% Maintained
1734
NB
Nicolet Bankshares
Wisconsin
$310K $0 1 0.2% Maintained
1735
WA
Wheatland Advisors
Pennsylvania
$309K $0 1 0.3% Maintained
1736
CC
Cognios Capital
Kansas
$308K +$818 1 0.1% Increased
1737
PFBT
Parkside Financial Bank & Trust
Missouri
$308K -$2.43K 10 0.15% Reduced
1738
Perigon Wealth Management
Perigon Wealth Management
California
$308K -$270K 4 0.08% Reduced
1739
LCM
Leisure Capital Management
California
$307K +$393 1 0.3% Increased
1740
BW
Bison Wealth
Georgia
$306K +$14.6K 1 0.18% Increased
1741
PRS
Pinkerton Retirement Specialists
Idaho
$304K +$264K 6 0.15% Increased
1742
TFF
The Family Firm
Maryland
$304K $0 1 0.15% Maintained
1743
EAM
Evanson Asset Management
California
$299K $0 1 0.09% Maintained
1744
BIM
Baldwin Investment Management
Pennsylvania
$298K $0 1 0.13% Maintained
1745
PTC
Petrus Trust Company
Texas
$298K -$244K 1 0.07% Reduced
1746
SG
Swarthmore Group
Pennsylvania
$298K $0 1 0.05% Maintained
1747
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$298K +$44.6K 1 0.11% Increased
1748
FTI
Fiduciary Trust International
Massachusetts
$297K $0 1 0.1% Maintained
1749
OC
Oakworth Capital
Alabama
$297K -$6.05K 5 0.11% Reduced
1750
SHCM
Stokes & Hubbell Capital Management
Louisiana
$297K +$789 1 0.13% Increased