← 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
TFO
Tarbox Family Office
California
$283K +$602 1 0.06% Increased
2527
GFA
Gallagher Fiduciary Advisors
Illinois
$282K +$17.4K 1 0.02% Increased
2528
IAIM
Industrial Alliance Investment Management
Quebec, Canada
$281K -$1.05M 1 0.15% Reduced
2529
CWM
CCG Wealth Management
California
$281K $0 1 0.18% Maintained
2530
GAM
Gould Asset Management
California
$280K $0 1 0.08% Maintained
2531
ACM
Alta Capital Management
Utah
$280K $0 1 0.02% Maintained
2532
WMA
West Michigan Advisors
Michigan
$279K +$36.3K 1 0.11% Increased
2533
AWM
AllSquare Wealth Management
New York
$278K $0 6 0.18% Maintained
2534
SCA
Summit Creek Advisors
Minnesota
$276K +$378 1 0.03% Increased
2535
BFA
Brendel Financial Advisors
New Hampshire
$276K $0 1 0.42% Maintained
2536
LF
Lantz Financial
Illinois
$274K -$11.6K 1 0.11% Reduced
2537
HBCM
Heron Bay Capital Management
Michigan
$273K -$22.4K 1 0.08% Reduced
2538
FWA
Freedom Wealth Alliance
Wisconsin
$273K -$14.6K 1 0.38% Reduced
2539
SFB
STAR Financial Bank
Indiana
$271K $0 1 0.25% Maintained
2540
WH
Whitcomb & Hess
Ohio
$271K $0 1 0.1% Maintained
2541
AT
Avalon Trust
New Mexico
$271K -$2.26K 4 0.02% Reduced
2542
RFN
RDA Financial Network
Iowa
$271K +$255K 1 0.11% New
2543
TPW
Tiller Private Wealth
Pennsylvania
$271K $0 1 0.15% Maintained
2544
FMB
Field & Main Bank
Kentucky
$270K +$1.72K 2 0.15% Increased
2545
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$269K $0 1 0.02% Maintained
2546
HA
Herold Advisors
New York
$267K -$13.7K 1 0.08% Reduced
2547
BWM
BlackDiamond Wealth Management
New York
$267K +$9.31K 1 0.23% Increased
2548
FAM
Formidable Asset Management
Ohio
$266K -$8.52K 1 0.06% Reduced
2549
RDWM
Red Door Wealth Management
Tennessee
$266K +$233K 1 0.06% New
2550
RPA
Rock Point Advisors
Vermont
$266K -$27.5K 1 0.09% Reduced