← All themes

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
CC
Cadinha & Co
Hawaii
$513K -$105K 1 0.08% Reduced
1952
CCM
Chickasaw Capital Management
Tennessee
$508K +$24.6K 1 0.01% Increased
1953
WOC
West Oak Capital
California
$504K +$49K 3 0.3% Increased
1954
JIR
James Investment Research
Ohio
$503K -$599K 4 0.04% Reduced
1955
BOS
Bingham Osborn & Scarborough
California
$500K -$7.76K 2 0.04% Reduced
1956
AMIM
Aull & Monroe Investment Management
Alabama
$496K -$183K 1 0.26% Reduced
1957
NP
NS Partners
United Kingdom
$496K -$8.2K 1 0.04% Reduced
1958
CA
Callahan Advisors
Texas
$495K +$82.7K 1 0.09% Increased
1959
CBFP
Cedar Brook Financial Partners
Ohio
$495K +$59.8K 2 0.22% Increased
1960
WP
Wedgewood Partners
Missouri
$495K $0 1 0.04% Maintained
1961
BCM
Blume Capital Management
California
$493K +$44.7K 2 0.25% Increased
1962
AIA
Affinity Investment Advisors
California
$490K -$2.38M 1 0.15% Reduced
1963
AMCA
Arthur M. Cohen & Associates
Illinois
$489K +$16.5K 1 0.14% Increased
1964
MCM
McKinley Capital Management
Alaska
$487K -$5.15M 2 0.04% Reduced
1965
NAM
NTV Asset Management
West Virginia
$487K -$203K 1 0.14% Reduced
1966
LC
Lindbrook Capital
California
$486K +$3.74K 11 0.18% Increased
1967
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$484K -$19.2K 1 0.3% Reduced
1968
BFC
Bedel Financial Consulting
Indiana
$483K +$70.4K 4 0.29% Increased
1969
BSA
Bull Street Advisors
Georgia
$483K +$475K 1 0.45% New
1970
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$482K -$23.9K 4 0.07% Reduced
1971
RGC
Roberts, Glore & Co
Illinois
$482K -$187K 1 0.3% Reduced
1972
HVIA
Hudson Valley Investment Advisors
New York
$481K -$50.4K 1 0.11% Reduced
1973
IP
Investment Partners
Ohio
$479K -$17.1K 1 0.35% Reduced
1974
LCP
Legacy Capital Partners
Wisconsin
$478K +$9.08K 1 0.21% Increased
1975
WAM
Westport Asset Management
Connecticut
$478K $0 1 0.34% Maintained