← 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

Sanitation Water Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
1976	WA1 Wimmer Associates 1 Pasadena, California	$223K	$0	1	0.21%	Maintained
1977	HT HighTower Trust Houston, Texas	$222K	-$661K	1	0.03%	Reduced
1978	OCG Opus Capital Group Cincinnati, Ohio	$222K	-$197K	1	0.04%	Reduced
1979	CPSAC Chas P. Smith & Associates (CPS) Lakeland, Florida	$221K	$0	1	0.03%	Maintained
1980	EA Elm Advisors Burlingame, California	$221K	-$35.8K	1	0.18%	Reduced
1981	HT HAP Trading New York	$221K	+$253K	1	0.01%	New
1982	TIA Tiemann Investment Advisors Menlo Park, California	$216K	+$159	1	0.19%	Increased
1983	Balentine LLC Atlanta, Georgia	$213K	+$43.8K	5	0.02%	Increased
1984	Waverly Advisors Birmingham, Alabama	$213K	-$27K	1	0.05%	Reduced
1985	DJSG D.J. St. Germain Springfield, Massachusetts	$212K	+$211K	1	0.03%	New
1986	ECM EagleClaw Capital Management Boston, Massachusetts	$212K	$0	1	0.12%	Maintained
1987	HC Hourglass Capital Houston, Texas	$212K	-$5.24K	1	0.05%	Reduced
1988	CHP Cable Hill Partners Portland, Oregon	$211K	-$4.9K	10	0.11%	Reduced
1989	CL Croft-Leominster Baltimore, Maryland	$209K	$0	1	0.05%	Maintained
1990	Simon Quick Advisors Morristown, New Jersey	$209K	-$283K	3	0.12%	Reduced
1991	Bridgewater Associates Westport, Connecticut	$207K	-$173K	1	0%	Reduced
1992	FCMC Founders Capital Management (Connecticut) East Hartford, Connecticut	$206K	$0	1	0.1%	Maintained
1993	CBA Coastal Bridge Advisors Westport, Connecticut	$205K	+$204K	1	0.07%	New
1994	CCS Crosspoint Capital Strategies Orinda, California	$203K	-$15K	2	0.18%	Reduced
1995	Dakota Wealth Management Palm Beach Gardens, Florida	$200K	$0	1	0.11%	Maintained
1996	HP HT Partners Centerbrook, Connecticut	$200K	$0	1	0.09%	Maintained
1997	WCMNY Westchester Capital Management (New York) Valhalla, New York	$198K	+$197K	1	0.01%	New
1998	IWA Intercontinental Wealth Advisors San Antonio, Texas	$196K	+$26.7K	1	0.13%	Increased
1999	MCF Advisors Covington, Kentucky	$196K	+$48.3K	3	0.04%	Increased
2000	MAM Marquette Asset Management Minneapolis, Minnesota	$194K	-$233K	1	0.08%	Reduced