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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
SAM
SignalPoint Asset Management
Missouri
$201K +$254K 1 0.07% New
2502
APC
Aspire Private Capital
North Carolina
$200K -$16.8K 2 0.06% Reduced
2503
SAS
Stelac Advisory Services
New York
$198K +$209K 1 0.05% New
2504
DOA
D'Orazio & Associates
Virginia
$197K +$18.3K 4 0.05% Increased
2505
FCMT
Founders Capital Management (Texas)
Texas
$196K +$10.7K 4 0.13% Increased
2506
MS
Mizuho Securities
Japan
$196K +$58.7K 1 0.04% Increased
2507
RIM
Rockbridge Investment Management
New York
$195K +$12.6K 3 0.03% Increased
2508
HCP
Hexagon Capital Partners
Arkansas
$191K +$4.63K 10 0.05% Increased
2509
LAM
Lountzis Asset Management
Pennsylvania
$191K $0 1 0.12% Maintained
2510
HI
Hoey Investments
Pennsylvania
$189K -$140K 2 0.06% Reduced
2511
FMB
Field & Main Bank
Kentucky
$187K +$46.1K 2 0.12% Increased
2512
TF
TimeScale Financial
Massachusetts
$186K +$684 5 0.04% Increased
2513
PWMG
Prestige Wealth Management Group
New Jersey
$183K -$236K 10 0.05% Reduced
2514
PO
Private Ocean
California
$179K +$10.7K 5 0.02% Increased
2515
CAL
Capital Advisors Ltd
Ohio
$176K +$97.5K 5 0.03% Increased
2516
EWA
Evolution Wealth Advisors
Florida
$176K -$17.6K 7 0.04% Reduced
2517
IF
Ironwood Financial
Arizona
$176K $0 4 0.05% Maintained
2518
MCF Advisors
MCF Advisors
Kentucky
$176K +$28.1K 4 0.02% Increased
2519
HWA
HHM Wealth Advisors
Tennessee
$175K -$38.6K 4 0.05% Reduced
2520
IBOK
Independence Bank of Kentucky
Kentucky
$175K -$248K 4 0.08% Reduced
2521
RDFA
Ritter Daniher Financial Advisory
Ohio
$175K +$59.3K 3 0.13% Increased
2522
AW
Alaethes Wealth
Nevada
$170K +$169K 3 0.13% New
2523
CH
Canton Hathaway
Rhode Island
$170K -$3K 2 0.05% Reduced
2524
Close Asset Management
Close Asset Management
United Kingdom
$170K -$3.78M 6 0.01% Reduced
2525
BCFD
Boit C.F. David
$168K +$177K 2 0.13% New