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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
2101
CC
Claybrook Capital
Massachusetts
$565K +$565K 1 0.4% New
2102
REMPR
Roof Eidam Maycock Peralta (REMP)
California
$564K $0 1 0.27% Maintained
2103
SC
Scholtz & Company
Connecticut
$560K +$197K 2 0.41% Increased
2104
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$557K +$538K 1 0.04% New
2105
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$555K -$99.3K 4 0.03% Reduced
2106
PBO
Peoples Bank (Ohio)
Ohio
$551K $0 1 0.32% Maintained
2107
DCM
Delpha Capital Management
New York
$550K +$533K 21 0.6% New
2108
IP
Intellectus Partners
California
$550K -$222K 4 0.21% Reduced
2109
CIC
Canal Insurance Company
South Carolina
$548K $0 1 0.2% Maintained
2110
SCM
Silver Capital Management
New York
$545K +$544K 1 1.96% New
2111
TSS
Two Sigma Securities
New York
$544K -$1.44M 3 0.01% Reduced
2112
WC
Whitnell & Co
Illinois
$543K $0 1 0.23% Maintained
2113
SLF
Sun Life Financial
Ontario, Canada
$542K -$1.36M 5 0.06% Reduced
2114
BFC
Bedel Financial Consulting
Indiana
$541K +$540K 1 0.49% New
2115
CC
Cedar Capital
Illinois
$540K +$67.4K 1 0.26% Increased
2116
TIA
Tiemann Investment Advisors
California
$537K $0 1 0.43% Maintained
2117
ATC
Adirondack Trust Company
New York
$536K -$7.66K 1 0.39% Reduced
2118
DWM
Doyle Wealth Management
Florida
$533K +$64.5K 1 0.09% Increased
2119
GSBTD
Glenview State Bank Trust Department
Illinois
$532K +$28.3K 1 0.25% Increased
2120
GGI
Godsey & Gibb Inc
Virginia
$532K -$22.7K 1 0.09% Reduced
2121
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$530K -$5.1M 2 0% Reduced
2122
LFS
Legacy Financial Strategies
Kansas
$529K +$523K 2 0.56% New
2123
SCM
Shapiro Capital Management
Georgia
$525K +$180 1 0.01% Increased
2124
BP
BBR Partners
New York
$525K $0 1 0.1% Maintained
2125
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$523K +$516K 1 0.16% New