← 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
2201	HC Hourglass Capital Houston, Texas	$250K	$0	1	0.07%	Maintained
2202	AIP ARS Investment Partners New York	$248K	$0	1	0.04%	Maintained
2203	GGI Godsey & Gibb Inc Richmond, Virginia	$248K	$0	1	0.04%	Maintained
2204	PCM Princeton Capital Management Red Bank, New Jersey	$247K	-$57.3K	1	0.12%	Reduced
2205	SM Sciencast Management Princeton, New Jersey	$246K	-$1.17M	1	0.08%	Reduced
2206	CF Centaurus Financial Anaheim, California	$245K	-$11.3K	1	0.04%	Reduced
2207	AIIMS Analyst IMS Investment Management Services Tel-Aviv, Israel	$243K	+$243K	1	0.07%	New
2208	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$243K	-$60.3K	1	0.02%	Reduced
2209	PPP Private Portfolio Partners Paramus, New Jersey	$243K	-$331K	1	0.11%	Reduced
2210	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$242K	+$237K	1	0.05%	New
2211	MCM Mainstay Capital Management Grand Blanc, Michigan	$242K	-$6.96K	1	0.13%	Reduced
2212	PL Parthenon LLC Louisville, Kentucky	$241K	-$23.1K	1	0.05%	Reduced
2213	Empirical Wealth Management Seattle, Washington	$240K	$0	1	0.03%	Maintained
2214	BWM BerganKDV Wealth Management Bloomington, Minnesota	$238K	$0	5	0.05%	Maintained
2215	GIM Groesbeck Investment Management Paramus, New Jersey	$238K	$0	1	0.18%	Maintained
2216	Orgel Wealth Management Altoona, Wisconsin	$238K	$0	1	0.09%	Maintained
2217	CB CNB Bank Clearfield, Pennsylvania	$236K	+$45.4K	3	0.22%	Increased
2218	Brookstone Capital Management Wheaton, Illinois	$235K	-$614K	1	0.01%	Reduced
2219	UA Unison Advisors Washington, District of Columbia	$235K	+$772	1	0.18%	Increased
2220	GCM Gunderson Capital Management Mt. Pleasant, South Carolina	$234K	+$220K	1	0.23%	New
2221	OC Oppenheimer & Close New York	$234K	$0	1	0.26%	Maintained
2222	TNB Thomasville National Bank Thomasville, Georgia	$234K	-$7.75K	1	0.04%	Reduced
2223	HHAA Henry H. Armstrong Associates Pittsburgh, Pennsylvania	$233K	-$12.6K	1	0.04%	Reduced
2224	WPA West Paces Advisors Atlanta, Georgia	$232K	-$7.75K	5	0.14%	Reduced
2225	ARGA Investment Management Stamford, Connecticut	$232K	-$181K	1	0.03%	Reduced