← 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
2001
SGAM
Steinberg Global Asset Management
Florida
$748K +$540 1 0.11% Increased
2002
BI
Boulegeris Investments
Georgia
$747K -$5.47K 1 0.39% Reduced
2003
Algert Global
Algert Global
California
$742K +$770K 1 0.18% New
2004
GAM
Gemmer Asset Management
California
$735K +$23.4K 10 0.25% Increased
2005
OneDigital Investment Advisors
OneDigital Investment Advisors
Kansas
$735K +$180K 8 0.08% Increased
2006
FMW
Farr Miller & Washington
District of Columbia
$731K +$224K 2 0.07% Increased
2007
PAG
Pinnacle Advisory Group
Maryland
$729K +$25.9K 1 0.04% Increased
2008
BAM
Berkshire Asset Management
Pennsylvania
$726K +$353K 1 0.07% Increased
2009
NB
Nicolet Bankshares
Wisconsin
$725K -$2.52K 2 0.31% Reduced
2010
RIA
RPG Investment Advisory
California
$725K $0 3 0.18% Maintained
2011
CCIA
Campbell & Co Investment Adviser
Maryland
$723K -$1M 3 0.53% Reduced
2012
OC
Oakworth Capital
Alabama
$720K +$437K 3 0.17% Increased
2013
4IG
440 Investment Group
Kansas
$715K +$232K 2 0.51% Increased
2014
LCM
Lee Capital Management
New York
$712K $0 1 0.61% Maintained
2015
PAWC
P.A.W. Capital
Connecticut
$712K -$178K 1 0.9% Reduced
2016
SFG
SevenBridge Financial Group
Pennsylvania
$712K $0 6 0.39% Maintained
2017
EAM
Evanson Asset Management
California
$711K +$4.86K 2 0.14% Increased
2018
Grimes & Company
Grimes & Company
Massachusetts
$709K +$213K 1 0.07% Increased
2019
NFG
Nations Financial Group
Iowa
$705K +$9.91K 1 0.65% Increased
2020
RQS
Ramsey Quantitative Systems
Kentucky
$705K +$4.43K 3 0.74% Increased
2021
EA
Elm Advisors
California
$704K -$13.7K 2 0.53% Reduced
2022
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$704K +$99.6K 1 0.06% Increased
2023
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$704K +$5.76K 1 0.17% Increased
2024
BLA
Balter Liquid Alternatives
Massachusetts
$703K +$555K 2 0.7% New
2025
FC
Fayerweather Charles
$700K -$483K 1 1.02% Reduced