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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
2501
V
VeraBank
Texas
$520K -$6.42K 1 0.09% Reduced
2502
BF
Brucke Financial
Indiana
$519K +$197K 2 0.23% Increased
2503
RDWM
Red Door Wealth Management
Tennessee
$518K -$2.94M 1 0.05% Reduced
2504
PB
Pinnacle Bancorp
Nebraska
$518K -$135K 6 0.13% Reduced
2505
SFSG
Sound Financial Strategies Group
Mississippi
$515K +$27.4K 2 0.33% Increased
2506
BCM
Brooktree Capital Management
Michigan
$515K +$40.2K 1 0.34% Increased
2507
BOS
Bank of Stockton
California
$515K +$25.5K 1 0.14% Increased
2508
WA
Waddell & Associates
Tennessee
$513K +$134K 2 0.03% Increased
2509
HWA
Heartwood Wealth Advisors
Virginia
$513K -$30.2K 2 0.04% Reduced
2510
SAM
Stenahm Asset Management
Guernsey
$511K $0 1 0.37% Maintained
2511
AIC
Argus Investors Counsel
New York
$506K -$18.4K 1 0.39% Reduced
2512
LWM
Liberty Wealth Management
California
$506K $0 1 0.06% Maintained
2513
EL
EWA LLC
Pennsylvania
$506K +$197K 2 0.09% Increased
2514
PT
Plimoth Trust
Massachusetts
$506K +$183K 2 0.1% Increased
2515
MGI
Miller Global Investments
Texas
$505K +$25.1K 5 0.42% Increased
2516
DV Trading
DV Trading
Illinois
$504K +$11.5K 2 0.02% Increased
2517
SC
Saiph Capital
New Jersey
$504K $0 1 0.15% Maintained
2518
FDCP
Foster Dykema Cabot & Partners
Massachusetts
$504K -$5.12K 4 0.03% Reduced
2519
AWM
Accurate Wealth Management
Florida
$503K +$58.9K 2 0.05% Increased
2520
DA
Drake & Associates
Wisconsin
$502K -$10.6K 1 0.08% Reduced
2521
CBT
CoreFirst Bank & Trust
Kansas
$501K $0 6 0.25% Maintained
2522
RWM
RBA Wealth Management
California
$501K -$41.8K 1 0.18% Reduced
2523
IFA
Interactive Financial Advisors
Illinois
$499K +$73.2K 1 0.3% Increased
2524
SAM
Steinberg Asset Management
New York
$499K -$1.14K 1 0.31% Reduced
2525
NEWAS
N.E.W. Advisory Services
Wisconsin
$499K +$5.23K 7 0.03% Increased