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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
1976
Columbus Macro
Columbus Macro
Pennsylvania
$477K -$82.3K 1 0.12% Reduced
1977
BS
Bessemer Securities
New York
$475K -$458K 1 0.2% Reduced
1978
AIM
Aspen Investment Management
Michigan
$474K $0 1 0.32% Maintained
1979
Financial Enhancement Group
Financial Enhancement Group
Indiana
$474K +$10.4K 2 0.13% Increased
1980
SC
SRB Corp
Massachusetts
$474K -$33.5K 1 0.04% Reduced
1981
ACM
AUA Capital Management
Pennsylvania
$472K -$88 2 0.38% Reduced
1982
NB
Northwest Bancshares
Pennsylvania
$470K -$95.4K 1 0.19% Reduced
1983
M
MOTCO
Texas
$469K -$6.59M 7 0.04% Reduced
1984
RWM
RBA Wealth Management
California
$469K -$140K 1 0.36% Reduced
1985
PVWM
Point View Wealth Management
New Jersey
$468K +$94.9K 1 0.21% Increased
1986
BRC
Bell Rock Capital
Delaware
$465K -$169K 5 0.41% Reduced
1987
Bank Pictet & Cie (Europe)
Bank Pictet & Cie (Europe)
Germany
$464K $0 1 0.08% Maintained
1988
FFC
First Financial Corp
Indiana
$463K -$22.5K 6 0.36% Reduced
1989
GCMG
Gyroscope Capital Management Group
Florida
$463K -$301K 1 0.18% Reduced
1990
CC
Cognios Capital
Kansas
$461K -$59.7K 1 0.17% Reduced
1991
ST
Somerset Trust
Pennsylvania
$460K -$56.1K 1 0.24% Reduced
1992
Seizert Capital Partners
Seizert Capital Partners
Michigan
$459K $0 1 0.02% Maintained
1993
Focused Wealth Management
Focused Wealth Management
New York
$457K -$146K 4 0.13% Reduced
1994
Vigilant Capital Management
Vigilant Capital Management
Maine
$456K +$59.9K 5 0.06% Increased
1995
Aviance Capital Partners
Aviance Capital Partners
Florida
$455K -$169K 1 0.13% Reduced
1996
DWA
Dorsey Wright & Associates
California
$455K +$7.98K 6 0.11% Increased
1997
Sageworth Trust
Sageworth Trust
Pennsylvania
$455K -$115K 4 0.05% Reduced
1998
SP
SWS Partners
Ohio
$455K -$50.9K 2 0.27% Reduced
1999
TFF
The Family Firm
Maryland
$455K $0 1 0.16% Maintained
2000
ACM
Allred Capital Management
Texas
$453K -$21K 1 0.28% Reduced