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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
1826
RIM
Regent Investment Management
Kentucky
$332K -$4.18K 1 0.17% Reduced
1827
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$328K -$20.5K 1 0.02% Reduced
1828
ECM
Exchange Capital Management
Michigan
$324K +$20.2K 1 0.12% Increased
1829
RIM
Reliant Investment Management
Tennessee
$324K -$3.01M 1 0.26% Reduced
1830
NFG
Nations Financial Group
Iowa
$322K -$205K 1 0.35% Reduced
1831
SG
Swarthmore Group
Pennsylvania
$320K $0 1 0.05% Maintained
1832
B
BancorpSouth
Mississippi
$319K $0 1 0.04% Maintained
1833
BOS
Bingham Osborn & Scarborough
California
$319K $0 1 0.03% Maintained
1834
IAA
Ironsides Asset Advisors
North Carolina
$319K -$94.7K 1 0.09% Reduced
1835
PRS
Pinkerton Retirement Specialists
Idaho
$319K +$8.84K 6 0.15% Increased
1836
CIAN
Capstone Investment Advisors (Netherlands)
New York
$315K +$307K 1 0.53% New
1837
DHFB
Dixon Hubard Feinour & Brown
Virginia
$312K $0 1 0.1% Maintained
1838
WPA
Winning Points Advisors
Florida
$312K +$234K 1 0.34% New
1839
BIM
Baldwin Investment Management
Pennsylvania
$310K $0 1 0.12% Maintained
1840
ANRIA
American National Registered Investment Advisor
Texas
$309K $0 1 0.14% Maintained
1841
CS
Comerica Securities
Michigan
$309K -$1.15M 1 0.08% Reduced
1842
MWM
Mascoma Wealth Management
New Hampshire
$309K +$300K 3 0.23% New
1843
PBO
Peoples Bank (Ohio)
Ohio
$308K $0 1 0.18% Maintained
1844
SIMM
Stillwater Investment Management (Minnesota)
Minnesota
$307K +$2.51K 1 0.16% Increased
1845
Allworth Financial
Allworth Financial
California
$303K +$70.2K 7 0.03% Increased
1846
JIC
Joel Isaacson & Co
New York
$303K $0 7 0.06% Maintained
1847
TFF
The Family Firm
Maryland
$301K $0 1 0.14% Maintained
1848
Hills Bank & Trust
Hills Bank & Trust
Iowa
$299K -$5.43K 1 0.11% Reduced
1849
PWW
Pettyjohn Wood & White
Virginia
$299K $0 1 0.12% Maintained
1850
Aspiriant LLC
Aspiriant LLC
California
$298K +$7.94K 1 0.03% Increased