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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
AWM
Aprio Wealth Management
Georgia
$298K +$12K 1 0.08% Increased
2502
CWM
Chesapeake Wealth Management
Virginia
$298K -$36.6K 1 0.12% Reduced
2503
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$298K -$1.55K 5 0.06% Reduced
2504
SSG
Summit Securities Group
New York
$298K -$147K 8 0.04% Reduced
2505
EPWM
Essex Private Wealth Management
Massachusetts
$297K $0 1 1.02% Maintained
2506
MA
MBA Advisors
Pennsylvania
$296K $0 1 0.18% Maintained
2507
FWP
FAS Wealth Partners
Kansas
$296K +$861 1 0.04% Increased
2508
OHWA
Oak Hill Wealth Advisors
Virginia
$296K -$437K 1 0.11% Reduced
2509
AWA
Alaska Wealth Advisors
Alaska
$294K $0 1 0.05% Maintained
2510
KS
Karpas Strategies
Connecticut
$292K +$423 1 0.1% Increased
2511
PP
PDS Planning
Ohio
$292K +$43.9K 1 0.04% Increased
2512
VFA
Virtus Fund Advisers
Connecticut
$290K +$33K 4 2.05% Increased
2513
Aspiriant LLC
Aspiriant LLC
California
$290K $0 1 0.01% Maintained
2514
KIG
Kennedy Investment Group
New Jersey
$289K +$1.97K 1 0.17% Increased
2515
CA
Centerpoint Advisors
Massachusetts
$289K +$345 8 0.12% Increased
2516
NL
NWAM LLC
Washington
$287K +$51.1K 1 0.02% Increased
2517
KFA
Kelleher Financial Advisors
New York
$287K +$5.76K 1 0.17% Increased
2518
FI
Financial Insights
Washington
$287K -$109K 1 0.11% Reduced
2519
CP
Castleview Partners
Texas
$287K +$34.3K 6 0.26% Increased
2520
CPA
Court Place Advisors
Maryland
$286K -$20.1K 1 0.1% Reduced
2521
SFA
Seneca Financial Advisors
New York
$286K $0 1 0.19% Maintained
2522
SCA
St. Clair Advisors
Ohio
$286K $0 1 0.11% Maintained
2523
SCM
Sebold Capital Management
Illinois
$284K $0 1 0.23% Maintained
2524
RFA
RTD Financial Advisors
Pennsylvania
$283K $0 1 0.04% Maintained
2525
BCMLT
Beacon Capital Management LLC (Tennessee)
Tennessee
$283K +$14.1K 10 0.08% Increased