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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
SCA
Stillwater Capital Advisors
Pennsylvania
$202K $0 1 0.04% Maintained
2677
KWM
KFG Wealth Management
Indiana
$202K +$215K 1 0.11% New
2678
RFG
RFP Financial Group
Georgia
$202K -$3.06K 8 0.09% Reduced
2679
TCBWMS
Texas Capital Bank Wealth Management Services
Texas
$201K -$127K 1 0.03% Reduced
2680
CFGSD
Compass Financial Group (South Dakota)
South Dakota
$201K $0 1 0.06% Maintained
2681
SAG
Spotlight Asset Group
Illinois
$201K +$41.7K 2 0.18% Increased
2682
UBV
United Bank (Virginia)
Virginia
$200K $0 1 0.03% Maintained
2683
1WA
180 Wealth Advisors
Washington
$200K +$201K 1 0.05% New
2684
OC
Oakworth Capital
Alabama
$199K -$55.3K 5 0.02% Reduced
2685
Itau Unibanco Holding S.A.
Itau Unibanco Holding S.A.
Brazil
$198K -$298K 7 0.01% Reduced
2686
OIA
Optimum Investment Advisors
Illinois
$196K +$25.1K 5 0.1% Increased
2687
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$195K -$740K 6 0.05% Reduced
2688
SPWM
Spartan Planning & Wealth Management
North Carolina
$194K +$208K 1 0.23% New
2689
Close Asset Management
Close Asset Management
United Kingdom
$193K +$33K 5 0.01% Increased
2690
TCPG
Trivant Custom Portfolio Group
California
$192K $0 1 0.14% Maintained
2691
ARK Investment Management
ARK Investment Management
Florida
$190K +$376 1 0% Increased
2692
PO
Private Ocean
California
$186K -$9.75K 5 0.02% Reduced
2693
RPGK
Retirement Planning Group (Kansas)
Kansas
$184K +$24.1K 1 0.02% Increased
2694
PP
Pacifica Partners
Canada
$177K +$146K 8 0.1% Increased
2695
OW
Olistico Wealth
Oklahoma
$177K -$156K 1 0.16% Reduced
2696
TC
Truvestments Capital
Florida
$177K -$6.95K 2 0.09% Reduced
2697
TIM
Tortoise Investment Management
New York
$177K -$3.81K 9 0.03% Reduced
2698
TJHA
Thomas J. Herzfeld Advisors
Florida
$173K $0 1 0.07% Maintained
2699
LFA
LGT Financial Advisors
Texas
$173K -$982K 14 0.22% Reduced
2700
VFA
Virtus Fund Advisers
Connecticut
$172K -$102K 3 1.22% Reduced