← All themes

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
2526
AL
ADE LLC
Maryland
$499K -$65.8K 1 0.21% Reduced
2527
AA
Advisory Advocates
Michigan
$499K +$208K 2 0.43% Increased
2528
JWM
Jeppson Wealth Management
California
$498K +$289K 1 0.15% Increased
2529
MPIM
McGinn Penninger Investment Management
Virginia
$498K -$13.2K 1 0.3% Reduced
2530
SWP
Summit Wealth Partners
Florida
$498K +$7.11K 1 0.07% Increased
2531
BCM
Beartown Capital Management
Michigan
$498K $0 1 0.22% Maintained
2532
LCM
Lionhunter Capital Management
New York
$496K +$520K 1 0.22% New
2533
FAN
Financial Advisors Network
California
$496K $0 1 0.06% Maintained
2534
PBK
Peoples Bank (Kansas)
Kansas
$496K -$23.9K 1 0.48% Reduced
2535
SL
Salomon & Ludwin
Virginia
$494K -$20.9K 16 0.04% Reduced
2536
BCM
Birmingham Capital Management
Alabama
$494K -$710 1 0.19% Reduced
2537
HWMO
Heritage Wealth Management (Ohio)
Ohio
$493K $0 1 0.12% Maintained
2538
CAL
Capital Advisors Ltd
Ohio
$493K -$749 18 0.05% Reduced
2539
NEPWA
New England Private Wealth Advisors
Massachusetts
$493K +$481K 1 0.05% New
2540
VCM
Violich Capital Management
California
$492K $0 1 0.05% Maintained
2541
TA
TPG Advisors
Illinois
$491K +$24.2K 1 0.27% Increased
2542
KCIC
Kuhn & Co Investment Counsel
Illinois
$489K +$1.05K 1 0.28% Increased
2543
CIA
Compass Ion Advisors
Pennsylvania
$489K -$267 2 0.04% Reduced
2544
TAM
Titleist Asset Management
Texas
$488K -$78K 1 0.03% Reduced
2545
FLI
Family Legacy Inc
South Carolina
$488K -$12.5K 1 0.13% Reduced
2546
PPW
Presilium Private Wealth
Pennsylvania
$487K +$469K 1 0.07% New
2547
KJWM
Kiley Juergens Wealth Management
Washington
$487K -$6.52K 2 0.08% Reduced
2548
Milford Funds
Milford Funds
$487K +$475K 1 0.01% New
2549
SFC
Swisher Financial Concepts
Ohio
$486K +$79.5K 1 0.31% Increased
2550
PPWM
Perissos Private Wealth Management
Oklahoma
$486K +$211 1 0.33% Increased