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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
NFSG
Newbridge Financial Services Group
Florida
$136K -$12.2K 6 0.11% Reduced
2502
USGIU
U.S. Global Investors (USGI)
Texas
$136K -$204K 1 0.01% Reduced
2503
GC
Garde Capital
Washington
$129K +$125K 1 0.02% New
2504
PO
Private Ocean
California
$129K -$3.93K 3 0.03% Reduced
2505
SIAG
Safeguard Investment Advisory Group
California
$129K +$129K 5 0.11% New
2506
MCF Advisors
MCF Advisors
Kentucky
$128K +$154 3 0.02% Increased
2507
JWM
Janiczek Wealth Management
Colorado
$126K +$119K 6 0.06% Increased
2508
SLF
Sun Life Financial
Ontario, Canada
$126K -$179 6 0.02% Reduced
2509
CFFP
Center for Financial Planning
Michigan
$124K $0 5 0.04% Maintained
2510
NR
Newfound Research
Massachusetts
$119K +$113K 1 0.31% New
2511
WWM
Wolff Wiese Magana
California
$119K +$114K 6 0.1% New
2512
SSC
Syverson Strege & Co
Iowa
$118K +$106K 4 0.11% New
2513
BCA
Bray Capital Advisors
Florida
$116K +$157 1 0.03% Increased
2514
CWA
Clearview Wealth Advisors
Oregon
$116K +$113K 5 0.08% New
2515
CCM
Cribstone Capital Management
Maine
$113K $0 6 0.08% Maintained
2516
WFA
West Financial Advisors
Iowa
$113K +$107K 4 0.04% New
2517
CL
COWA LLC
Oklahoma
$112K +$83.6K 1 0.09% New
2518
HGWM
Harvest Group Wealth Management
Massachusetts
$106K +$2.52K 10 0.06% Increased
2519
Larson Financial Group
Larson Financial Group
Missouri
$106K +$722 5 0.04% Increased
2520
TCTC Holdings
TCTC Holdings
Texas
$105K -$29.6K 2 0.01% Reduced
2521
AL
AJO LP
Pennsylvania
$102K -$1.64M 1 0.01% Reduced
2522
EWA
Evolution Wealth Advisors
Florida
$101K -$5.67K 6 0.02% Reduced
2523
MCIA
Mountain Capital Investment Advisors
Colorado
$101K +$26.5K 1 0.06% Increased
2524
HRC
Hoertkorn Richard Charles
$100K -$1.15K 1 0.06% Reduced
2525
ME
McIlrath & Eck
Washington
$98K +$79 7 0.04% Increased