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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
GC
Gratia Capital
California
$6K -$2K 1 0% Reduced
2502
WP
WealthShield Partners
North Carolina
$6K -$219K 1 0% Reduced
2503
LWA
Lowe Wealth Advisors
Maryland
$5K $0 1 0% Maintained
2504
OWA
One Wealth Advisors
California
$5K -$110K 1 0% Reduced
2505
VCM
Virtue Capital Management
Tennessee
$5K -$191 2 0% Reduced
2506
SFA
Spectrum Financial Alliance
Kentucky
$4K +$4.24K 1 0% New
2507
Capstone Investment Advisors
Capstone Investment Advisors
New York
$3K -$1.01M 1 0% Reduced
2508
HWP
Hefty Wealth Partners
Indiana
$3K $0 1 0% Maintained
2509
SA
SRH Advisors
Kansas
$3K $0 1 0.01% Maintained
2510
SC
Slow Capital
California
$2K +$2.01K 2 0% New
2511
SCA
Stuart Chaussee & Associates
California
$2K $0 1 0.01% Maintained
2512
CAM
Capco Asset Management
Florida
$1K $0 1 0% Maintained
2513
CWM
Cranbrook Wealth Management
Michigan
$1K $0 1 0% Maintained
2514
NR
Newfound Research
Massachusetts
$1K +$370 1 0% Increased
2515
TFA
Transamerica Financial Advisors
Florida
$1K -$53 1 0% Reduced
2516
AW
ACG Wealth
Georgia
$0 -$417K 0 – Closed
2517
AKO Capital
AKO Capital
United Kingdom
$0 -$27.5M 0 – Closed
2518
ATFA
All Terrain Financial Advisors
Minnesota
$0 -$63K 0 – Closed
2519
AIP
Almanack Investment Partners
Pennsylvania
$0 -$295K 0 – Closed
2520
Alphinity Investment Management
Alphinity Investment Management
Australia
$0 -$6.76M 0 – Closed
2521
AFIA
America First Investment Advisors
Nebraska
$0 -$14K 0 – Closed
2522
ABA
American Beacon Advisors
Texas
$0 -$119K 0 – Closed
2523
AFNAS
American Financial Network Advisory Services
California
$0 -$1.1M 0 – Closed
2524
ACG
Anchorage Capital Group
New York
$0 -$9.12M 0 – Closed
2525
AQR Arbitrage
AQR Arbitrage
Connecticut
$0 -$474K 0 – Closed