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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
1801
CPS
Counsel Portfolio Services
Ontario, Canada
$237K $0 1 0.02% Maintained
1802
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$236K +$225K 3 0.03% New
1803
JT
Jump Trading
Illinois
$235K +$246K 1 0.01% New
1804
MIS
Morningstar Investment Services
Illinois
$231K +$7.85K 1 0.01% Increased
1805
CCM
Compton Capital Management
Rhode Island
$230K $0 1 0.13% Maintained
1806
PFM
Parsec Financial Management
North Carolina
$230K -$19.3K 1 0.02% Reduced
1807
ECM
Exchange Capital Management
Michigan
$229K -$19.6K 1 0.09% Reduced
1808
TSS
Two Sigma Securities
New York
$229K -$98.4K 2 0.12% Reduced
1809
PHS
Pekin Hardy Strauss
Illinois
$228K $0 1 0.05% Maintained
1810
RPA
Rock Point Advisors
Vermont
$227K $0 1 0.12% Maintained
1811
SGAM
Steinberg Global Asset Management
Florida
$227K $0 1 0.04% Maintained
1812
ECM
EagleClaw Capital Management
Massachusetts
$226K $0 1 0.15% Maintained
1813
ERIM
Eagle Ridge Investment Management
Connecticut
$226K +$222K 1 0.05% New
1814
TIA
Tiemann Investment Advisors
California
$225K +$2.76K 1 0.21% Increased
1815
GCIA
Gabelli & Co Investment Advisers
New York
$223K $0 1 0.03% Maintained
1816
FUBT
First United Bank & Trust
Maryland
$222K $0 1 0.19% Maintained
1817
RGC
Roberts, Glore & Co
Illinois
$222K -$386K 1 0.17% Reduced
1818
ZB
Zions Bancorporation
Utah
$222K -$52.6K 9 0.04% Reduced
1819
AIS
Accurate Investment Solutions
Pennsylvania
$221K -$16.9K 3 0.24% Reduced
1820
CCM
Cupps Capital Management
Illinois
$221K +$231K 1 0.06% New
1821
HT
HAP Trading
New York
$221K +$159K 1 0.01% New
1822
SNS Financial Group
SNS Financial Group
Minnesota
$221K $0 1 0.06% Maintained
1823
CM
Capital Management
Virginia
$220K +$921 1 0.09% Increased
1824
CRIG
Charter Research & Investment Group
Connecticut
$219K +$200K 1 0.25% New
1825
GEM
Global Endowment Management
North Carolina
$219K +$195K 1 0.05% New