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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
1951
ID
Integral Derivatives
New York
$0 -$4.4M 0 – Closed
1952
JT
Jump Trading
Illinois
$0 -$1.81M 0 – Closed
1953
KPF
K2 Principal Fund
Ontario, Canada
$0 -$412K 0 – Closed
1954
KI
Kalmar Investments
Delaware
$0 -$46.8M 0 – Closed
1955
KP
Keel Point
Alabama
$0 -$1M 0 – Closed
1956
LCM
Landscape Capital Management
New Jersey
$0 -$916K 0 – Closed
1957
LJAC
L.J. Altfest & Co
New York
$0 -$286K 0 – Closed
1958
LHC
Lodge Hill Capital
New York
$0 -$17.3M 0 – Closed
1959
MCC
Malaga Cove Capital
California
$0 -$1.33M 0 – Closed
1960
MCM
Mazama Capital Management
Oregon
$0 -$2.71M 0 – Closed
1961
MPM
Meritage Portfolio Management
Kansas
$0 -$3.56M 0 – Closed
1962
MUS
Mitsubishi UFJ Securities
Japan
$0 -$9K 0 – Closed
1963
Mizuho Securities USA
Mizuho Securities USA
New York
$0 -$9.94M 0 – Closed
1964
MC
Montag & Caldwell
Georgia
$0 -$336K 0 – Closed
1965
MLL
Moody Lynn & Lieberson
Massachusetts
$0 -$6.17M 0 – Closed
1966
MCM
Mork Capital Management
California
$0 -$824K 0 – Closed
1967
NPA
Nichols & Pratt Advisers
Massachusetts
$0 -$231K 0 – Closed
1968
NOCM
Night Owl Capital Management
Connecticut
$0 -$5.85M 0 – Closed
1969
OIA
Optimum Investment Advisors
Illinois
$0 -$206K 0 – Closed
1970
OIM
Orca Investment Management
Oregon
$0 -$838K 0 – Closed
1971
OMC
Overbrook Management Corp
New York
$0 -$280K 0 – Closed
1972
PDN
Pensionfund DSM Netherlands
Netherlands
$0 -$3.25M 0 – Closed
1973
PS
Pensionfund Sabic
Netherlands
$0 -$1.63M 0 – Closed
1974
PRHC
P.R. Herzig & Co
New York
$0 -$458K 0 – Closed
1975
RA
RiverPark Advisors
New York
$0 -$815K 0 – Closed