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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
2676
TIP
Tandem Investment Partners
New Jersey
$388K +$400K 1 0.3% New
2677
CWMP
Clarion Wealth Managment Partners
Virginia
$387K $0 1 0.31% Maintained
2678
W
WorthPointe
California
$387K +$363K 1 0.1% New
2679
UA
Unison Advisors
District of Columbia
$385K +$2.34K 1 0.03% Increased
2680
HIA
Highland Investment Advisors
Florida
$384K +$375K 7 0.17% New
2681
SLP
Storen Legacy Partners
Indiana
$384K -$2.35K 1 0.1% Reduced
2682
IC
IKE Capital
New York
$384K -$91K 1 0.2% Reduced
2683
SAM
Sequent Asset Management
Texas
$382K -$2.05K 1 0.16% Reduced
2684
CCM
Canal Capital Management
Virginia
$381K +$13.8K 1 0.05% Increased
2685
WFL
Wealth Forward LLC
North Dakota
$381K $0 1 0.19% Maintained
2686
PMSA
Patrick M. Sweeney & Associates
Illinois
$381K +$29.5K 1 0.22% Increased
2687
MWA
Medallion Wealth Advisors
Connecticut
$380K -$10.7K 7 0.12% Reduced
2688
TT
TI-Trust
Illinois
$380K +$4.12K 1 0.2% Increased
2689
NRW
Nova R Wealth
Kansas
$380K -$80.1K 1 0.11% Reduced
2690
SC
Schulhoff & Co
Ohio
$379K -$6.96K 1 0.15% Reduced
2691
PA
Prossimo Advisors
California
$378K $0 1 2.18% Maintained
2692
UIA
Ulland Investment Advisors
Minnesota
$378K +$49.3K 2 0.28% Increased
2693
WAM
Westport Asset Management
Connecticut
$378K $0 1 0.15% Maintained
2694
KCFA
Key Client Fiduciary Advisors
New Jersey
$378K -$25.6K 1 0.11% Reduced
2695
CWA
Crux Wealth Advisors
California
$374K -$228K 1 0.13% Reduced
2696
SCA
Stokes Capital Advisors
South Carolina
$374K $0 1 0.08% Maintained
2697
PGFG
Pine Grove Financial Group
Minnesota
$373K -$51.1K 1 0.04% Reduced
2698
AAG
Asset Advisory Group
New Jersey
$373K $0 1 0.16% Maintained
2699
CPCM
Cardinal Point Capital Management
Ontario, Canada
$372K -$2.37K 1 0.02% Reduced
2700
EV
EJMK Ventures
Illinois
$372K -$498K 1 0.17% Reduced