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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
2476
GFS
GYL Financial Synergies
Connecticut
$211K +$224K 1 0.15% New
2477
Weiss Asset Management
Weiss Asset Management
Massachusetts
$210K +$195K 1 0.01% New
2478
CA
Cumberland Advisors
Florida
$209K +$221K 1 0.07% New
2479
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$209K -$219K 1 0.09% Reduced
2480
DIM
Delta Investment Management
California
$208K +$221K 1 0.2% New
2481
Klingman & Associates
Klingman & Associates
New York
$207K $0 1 0.05% Maintained
2482
RWM
Raffa Wealth Management
District of Columbia
$205K -$14.1K 8 0.08% Reduced
2483
CBFP
Cedar Brook Financial Partners
Ohio
$205K +$212K 1 0.12% New
2484
MFW
Mosaic Family Wealth
Missouri
$204K +$566 4 0.08% Increased
2485
PWAG
Polaris Wealth Advisory Group
California
$204K +$77.9K 1 0.02% Increased
2486
MWM
Mascoma Wealth Management
New Hampshire
$203K -$158K 4 0.16% Reduced
2487
JWM
JFG Wealth Management
Colorado
$202K +$214K 1 0.18% New
2488
Wealthspire Advisors (New York)
Wealthspire Advisors (New York)
New York
$201K +$212K 8 0.02% New
2489
DP
Denver PWM
Colorado
$200K -$1.29K 1 0.14% Reduced
2490
CIA
Cascade Investment Advisors
Oregon
$195K +$28.5K 3 0.2% Increased
2491
HT
Heritage Trust
Oklahoma
$195K -$27K 2 0.08% Reduced
2492
FGC
Financial Gravity Companies
Texas
$189K +$183K 16 0.17% New
2493
KCM
Karp Capital Management
California
$187K +$195K 4 0.09% New
2494
FTI
Fiduciary Trust International
Massachusetts
$180K +$190K 9 0.05% New
2495
MCM
Mainstay Capital Management
Michigan
$178K -$224K 1 0.13% Reduced
2496
KBFS
Kohmann Bosshard Financial Services
Ohio
$170K $0 1 0.09% Maintained
2497
BWA
Burt Wealth Advisors
Maryland
$168K $0 3 0.08% Maintained
2498
GSC
G&S Capital
Colorado
$167K +$20.3K 3 0.15% Increased
2499
GCM
Gibraltar Capital Management
Oklahoma
$166K $0 1 0.18% Maintained
2500
CAGAS
Capital Advisory Group Advisory Services
Minnesota
$164K +$7.72K 3 0.13% Increased