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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
VAFP
Vahanian & Associates Financial Planning
New York
$208K +$10.9K 1 0.58% Increased
2677
SPW
Sonoma Private Wealth
California
$208K -$287K 1 0.41% Reduced
2678
AHC
Adell Harriman & Carpenter
Texas
$206K +$209K 1 0.02% New
2679
CM
Capital Management
Virginia
$206K +$194K 1 0.05% New
2680
PO
Private Ocean
California
$205K +$62.1K 6 0.03% Increased
2681
FAG
Fortitude Advisory Group
Washington
$205K +$193K 1 0.16% New
2682
SNB
Security National Bank
Nebraska
$204K $0 1 0.05% Maintained
2683
SCA
Summit Creek Advisors
Minnesota
$204K +$213K 1 0.03% New
2684
LWA
Lowe Wealth Advisors
Maryland
$204K $0 3 0.11% Maintained
2685
FCB
First Command Bank
Texas
$204K -$10K 4 0.02% Reduced
2686
FCFS
First Command Financial Services
Texas
$204K -$10K 4 0.02% Reduced
2687
FCMT
Founders Capital Management (Texas)
Texas
$204K $0 4 0.16% Maintained
2688
TF
Threadgill Financial
Texas
$203K $0 1 0.25% Maintained
2689
EWP
Elevation Wealth Partners
California
$202K +$199K 3 0.19% New
2690
FCM
Firestone Capital Management
Florida
$202K +$147K 1 0.07% New
2691
PWAM
Pinnacle West Asset Management
Wyoming
$202K +$205K 1 0.21% New
2692
KFA
Kapstone Financial Advisors
Ohio
$202K +$189K 1 0.18% New
2693
6CM
683 Capital Management
New York
$202K $0 1 0.02% Maintained
2694
VFA
Virtus Fund Advisers
Connecticut
$201K -$13.7K 3 1.41% Reduced
2695
NCM
Northside Capital Management
Oregon
$201K +$193K 1 0.05% New
2696
APC
Aspire Private Capital
North Carolina
$201K $0 2 0.07% Maintained
2697
WAAG
Wealth Alliance Advisory Group
Kansas
$201K +$185K 1 0.08% New
2698
LCM
LCM Capital Management
Illinois
$201K +$203K 1 0.18% New
2699
RWMG
Redwood Wealth Management Group
New Jersey
$201K $0 1 0.23% Maintained
2700
FFM
Flagstone Financial Management
Nebraska
$200K -$22.8K 1 0.1% Reduced