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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
AW
Avion Wealth
Texas
$15K $0 5 0% Maintained
2677
GG
Golden Green
South Carolina
$15K -$11.5K 1 0.02% Reduced
2678
HS
Horan Securities
United States
$15K -$9.75K 3 0.01% Reduced
2679
WAM
Worth Asset Management
Texas
$15K -$9.59K 2 0.01% Reduced
2680
AIM
Axiom Investment Management
New York
$14K +$15.9K 1 0.03% New
2681
CFG
CKW Financial Group
Hawaii
$14K +$71 1 0% Increased
2682
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$14K $0 1 0.02% Maintained
2683
GCM
Gladius Capital Management
Illinois
$14K +$15.5K 1 0% New
2684
GA
GoalVest Advisory
New York
$14K -$111K 1 0.01% Reduced
2685
TCCM
Timber Creek Capital Management
Massachusetts
$14K $0 1 0.01% Maintained
2686
IIA
IPG Investment Advisors
California
$13.7K +$4.41K 1 0% Increased
2687
CWM
Cranbrook Wealth Management
Michigan
$13K $0 1 0% Maintained
2688
LF
Lee Financial
Texas
$13K -$27.5K 5 0% Reduced
2689
PFMU
Privium Fund Management (UK)
United Kingdom
$13K $0 1 0.02% Maintained
2690
SAM
Strategic Asset Management
Minnesota
$13K +$72 1 0.02% Increased
2691
TCM
Tradewinds Capital Management
Washington
$13K $0 2 0.01% Maintained
2692
AFS
Annapolis Financial Services
Maryland
$12K +$6.41K 2 0% Increased
2693
OIS
Okabena Investment Services
Minnesota
$12K -$53K 1 0.01% Reduced
2694
FSWA
Financial Synergies Wealth Advisors
Texas
$12K -$171K 3 0% Reduced
2695
MG
MilWealth Group
Wisconsin
$11.3K $0 1 0% Maintained
2696
NFG
Norris Financial Group
South Carolina
$9.71K -$1.36K 1 0.01% Reduced
2697
AF
Affiance Financial
Minnesota
$9K +$9.28K 1 0.01% New
2698
BA
Bellwether Advisors
Nebraska
$9K $0 2 0% Maintained
2699
CPA
Cardiff Park Advisors
California
$9K $0 1 0% Maintained
2700
SIM
Sandia Investment Management
Massachusetts
$9K +$8.9K 1 0% New