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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
2701
ONST
Old North State Trust
North Carolina
$372K -$515K 1 0.19% Reduced
2702
EWM
Echo Wealth Management
Minnesota
$371K $0 1 0.19% Maintained
2703
CPA
Capital Performance Advisors
California
$370K -$750K 1 0.02% Reduced
2704
HA
Harbor Advisors
Florida
$370K $0 1 0.05% Maintained
2705
PCFFS
Pacific Center for Financial Services
California
$368K -$142 7 0.08% Reduced
2706
DCM
Dudley Capital Management
Virginia
$367K +$224K 1 0.15% New
2707
OCM
Orchard Capital Management
Illinois
$367K $0 1 0.36% Maintained
2708
BWAM
Boyd Watterson Asset Management
Ohio
$367K -$5.4K 4 0.1% Reduced
2709
HCM
Huber Capital Management
California
$366K $0 1 0.05% Maintained
2710
FCA
FLC Capital Advisors
California
$363K $0 1 0.06% Maintained
2711
FCMT
Founders Capital Management (Texas)
Texas
$363K $0 4 0.16% Maintained
2712
PK
Pflug Koory
Nebraska
$362K $0 6 0.14% Maintained
2713
BWM
Bullock Wealth Management
Indiana
$360K +$1.58K 5 0.16% Increased
2714
AF
Aldebaran Financial
$360K +$5.27K 1 0.29% Increased
2715
XF
XML Financial
Maryland
$358K -$252K 1 0.03% Reduced
2716
AWC
Adamsbrown Wealth Consultants
Kansas
$358K +$263 1 0.07% Increased
2717
SIA
Strategic Investment Advisors
Michigan
$358K -$20.2K 1 0.02% Reduced
2718
Capula Management
Capula Management
Cayman Islands
$357K -$263K 2 0% Reduced
2719
SP
SmartHarvest Portfolios
Washington
$357K +$115K 3 0.12% Increased
2720
SC
Steph & Co
Wisconsin
$356K -$61.2K 2 0.09% Reduced
2721
FPWM
FSB Premier Wealth Management
Iowa
$356K +$77.7K 1 0.1% Increased
2722
JRPIM
Journey Retirement Planning & Investment Management
Idaho
$356K -$46.4K 1 0.28% Reduced
2723
AWG
Altus Wealth Group
Colorado
$355K +$1.97K 1 0.13% Increased
2724
SA
SL Advisors
New Jersey
$354K $0 1 0.62% Maintained
2725
GA
Greenspring Advisors
Maryland
$353K +$77.9K 2 0.02% Increased