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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
WA1
Wimmer Associates 1
California
$487K +$240K 1 0.45% Increased
1952
Addenda Capital
Addenda Capital
Quebec, Canada
$486K $0 1 0.03% Maintained
1953
IFS
Ifrah Financial Services
Arkansas
$486K +$463K 1 0.18% New
1954
WC
Whitney & Co
New York
$485K -$514K 1 0.16% Reduced
1955
Grimes & Company
Grimes & Company
Massachusetts
$482K +$459K 1 0.05% New
1956
Balentine LLC
Balentine LLC
Georgia
$474K +$232K 6 0.04% Increased
1957
PAS
Partnervest Advisory Services
California
$474K +$451K 1 0.23% New
1958
PWW
Pettyjohn Wood & White
Virginia
$473K +$106K 1 0.18% Increased
1959
SC
Skylands Capital
Wisconsin
$469K -$531K 1 0.06% Reduced
1960
4IG
440 Investment Group
Kansas
$463K +$473K 1 0.35% New
1961
LCM
Landscape Capital Management
New Jersey
$463K +$433K 2 0.05% New
1962
MC
Mathes Company
New York
$462K +$439K 1 0.22% New
1963
ATC
Adirondack Trust Company
New York
$461K -$123K 1 0.36% Reduced
1964
CC
Cedar Capital
Illinois
$460K +$198K 1 0.22% Increased
1965
CPA
Clear Perspective Advisors
Illinois
$460K +$377K 1 0.38% Increased
1966
GBA
Garrison Bradford & Associates
New York
$460K -$39.4K 1 0.39% Reduced
1967
CCP
Centaur Capital Partners
Texas
$459K +$457K 1 0.79% New
1968
ECM
Exchange Capital Management
Michigan
$459K +$173K 3 0.15% Increased
1969
GVT
Genesee Valley Trust
New York
$459K +$437K 1 0.19% New
1970
PCP
Proficio Capital Partners
Massachusetts
$456K +$42.4K 10 0.18% Increased
1971
DWM
Doyle Wealth Management
Florida
$455K +$434K 1 0.08% New
1972
VCAM
Van Cleef Asset Management
Ohio
$455K +$433K 1 0.12% New
1973
FIAS
FinTrust Investment Advisory Services
South Carolina
$453K +$431K 1 0.43% New
1974
BWAM
Boyd Watterson Asset Management
Ohio
$448K +$15.3K 1 0.22% Increased
1975
HAM
Highstreet Asset Management
Ontario, Canada
$448K -$557K 3 0.04% Reduced