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Water
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q4 | Jan 29, 2026 |
Maran Capital Management Dan Roller
|
View | Value, Water, Logistics, Tobacco | APG, CLAR, CTT.LS, HKHC, PCYO, TPB | concentrated, inflation, Logistics, SmallCap, Tobacco, value, water |
| 2025 Q4 | Jan 5, 2026 |
Atrium Research Ben Pirie
|
View | Water, Copper, Gold Miners, Lithium, Silver Miners, Junior Miners | ARG.TO, BQE.TO, CAPT.TO, CUU.TO, DNG.TO, DRX.TO, EDG.TO, FCLI.TO, FRG.TO, GIGA.TO, LVG.TO, MSA.TO, MTT.TO, NFLD.TO, NKG.TO, OGO.TO, REG.TO, RIO.TO, SCZ.TO, SPA.TO | Canada, commodities, Copper, Exploration, gold, Mining, Silver, Small-cap |
| 2025 Q4 | Jan 11, 2026 |
Horizon Kinetics Murray Stahl
|
View | AI, Energy, Value, Water, Exchanges | AAPL, AMD, AMZN, AVGO, GOOGL, ICE, LB, META, MIAX, MSFT, NVDA, ORCL, STR, TPL, VNOM, WTTR | AI, Compounding, energy, Exchanges, long-term, private markets, value, water |
| 2025 Q4 | Jan 11, 2026 |
Impax Global Environmental Markets Fund Hubert Aarts
|
View | AI, Water, Energy Efficiency, Industrial Gases, Waste Management, Smart Grid | A, AI.PA, AMAT, ITRI, KYGA.L, LIN, MSFT, RNR, SU.PA, TSM, UNP, VIE.PA | AI, Energy Efficiency, Environmental, global, Industrial Gases, semiconductors, technology, Waste management |