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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
CFP
Catalyst Financial Partners
Massachusetts
$212K +$200K 1 0.08% New
2677
CH
Canton Hathaway
Rhode Island
$212K +$39.5K 4 0.07% Increased
2678
SWM
Stockman Wealth Management
Montana
$211K $0 1 0.05% Maintained
2679
LWM
LJI Wealth Management
Indiana
$210K +$194K 1 0.06% New
2680
AG
Appleton Group
Wisconsin
$210K +$199K 1 0.29% New
2681
CFGSD
Compass Financial Group (South Dakota)
South Dakota
$209K +$199K 1 0.06% New
2682
CWM
Connecticut Wealth Management
Connecticut
$208K +$192K 1 0.01% New
2683
RPGK
Retirement Planning Group (Kansas)
Kansas
$208K $0 1 0.02% Maintained
2684
SPW
Sonoma Private Wealth
California
$208K -$11.4K 1 0.36% Reduced
2685
DA
DCM Advisors
New York
$208K $0 1 0.09% Maintained
2686
VPP
Vertex Planning Partners
Illinois
$208K +$191K 1 0.07% New
2687
FCT
First Community Trust
Iowa
$207K +$6.02K 5 0.23% Increased
2688
HG
Harbor Group
New Hampshire
$207K +$191K 1 0.11% New
2689
TFA
Transamerica Financial Advisors
Florida
$207K +$1.36K 3 0.03% Increased
2690
IP
Ignite Planners
California
$207K -$50.8K 1 0.08% Reduced
2691
ONST
Old North State Trust
North Carolina
$206K -$240K 1 0.15% Reduced
2692
CA
Crewe Advisors
Utah
$205K -$33.9K 9 0.03% Reduced
2693
APA
Astoria Portfolio Advisors
New York
$205K +$181K 1 0.08% New
2694
TCPG
Trivant Custom Portfolio Group
California
$205K $0 1 0.14% Maintained
2695
TAM
Titleist Asset Management
Texas
$205K -$34.4K 1 0.04% Reduced
2696
CA
Calton & Associates
Florida
$205K -$18.4K 1 0.1% Reduced
2697
CAM
Cubic Asset Management
Massachusetts
$204K +$182K 1 0.05% New
2698
LCM
LCM Capital Management
Illinois
$204K +$4.13K 1 0.17% Increased
2699
SWP
Summit Wealth Partners
Florida
$204K +$188K 1 0.05% New
2700
FNT
First Nebraska Trust
Nebraska
$203K +$188K 1 0.02% New