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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
Vaughan David Investments
Vaughan David Investments
Illinois
$245K -$12.6K 1 0.01% Reduced
1952
BMC
Benin Management Corp
Connecticut
$244K +$6.2K 1 0.1% Increased
1953
GCMG
Gyroscope Capital Management Group
Florida
$243K -$5.18M 1 0.12% Reduced
1954
RI
Ridgewood Investments
New Jersey
$243K -$79.4K 1 0.24% Reduced
1955
AI
ArchPoint Investors
Florida
$242K -$8.9K 1 0.08% Reduced
1956
FA
Fortis Advisors
Pennsylvania
$242K $0 1 0.19% Maintained
1957
CMBA
C.M. Bidwell & Associates
Hawaii
$240K +$238K 4 0.05% New
1958
LCP
Legacy Capital Partners
Wisconsin
$240K +$229K 1 0.13% New
1959
TAM
Taylor Asset Management
Ontario, Canada
$240K +$380K 1 0.08% New
1960
SCM
SKBA Capital Management
California
$238K +$21.5K 1 0.04% Increased
1961
AIS
Accurate Investment Solutions
Pennsylvania
$237K +$286 3 0.2% Increased
1962
DE
Day & Ennis
Georgia
$237K -$22.2K 1 0.2% Reduced
1963
AFP
Ausdal Financial Partners
Iowa
$235K -$10.5K 1 0.1% Reduced
1964
LFR
Lehman Financial Resources
Pennsylvania
$234K $0 1 0.13% Maintained
1965
SCM
Stonebridge Capital Management
California
$233K $0 1 0.09% Maintained
1966
KAM
Kazazian Asset Management
Florida
$231K -$5.06K 1 0.35% Reduced
1967
CC
Cedar Capital
Illinois
$229K +$26.1K 1 0.1% Increased
1968
QCMC
Quantum Capital Management (California)
California
$229K -$15.4K 1 0.06% Reduced
1969
PAM
Paradigm Asset Management
New York
$229K -$757K 2 0.05% Reduced
1970
GIM
Groesbeck Investment Management
New Jersey
$228K -$64.6K 1 0.17% Reduced
1971
Circle Wealth Management
Circle Wealth Management
New Jersey
$227K +$1.59K 1 0.1% Increased
1972
ED
Exane Derivatives
France
$224K -$1.86M 5 0.05% Reduced
1973
Atlantic Union Bankshares
Atlantic Union Bankshares
Virginia
$224K +$223K 1 0.08% New
1974
HCM
Hengehold Capital Management
Ohio
$224K $0 1 0.06% Maintained
1975
SCA
Secor Capital Advisors
New York
$223K +$234K 1 0.02% New