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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
2776
IFS
Ifrah Financial Services
Arkansas
$315K -$483K 1 0.08% Reduced
2777
BRF
B. Riley Financial
California
$314K +$335K 1 0.07% New
2778
AB
Atlas Brown
Kentucky
$314K $0 1 0.08% Maintained
2779
WFP
Welch Financial Planning
Colorado
$314K $0 1 0.18% Maintained
2780
PAP
Persistent Asset Partners
Hong Kong
$314K +$292K 4 0.09% New
2781
WC
Westhampton Capital
North Carolina
$314K -$8.8K 1 0.13% Reduced
2782
ITG
Index Technologies Group
New York
$314K +$301K 4 0.25% New
2783
PFG
Putney Financial Group
California
$313K -$9.16K 1 0.28% Reduced
2784
FBB
Fulton Breakefield Broenniman
Maryland
$312K -$159K 1 0.02% Reduced
2785
MWM
Mattern Wealth Management
Kansas
$312K +$2.37K 1 0.05% Increased
2786
USB
Union Savings Bank
Connecticut
$312K -$29.4K 6 0.13% Reduced
2787
SWM
Selective Wealth Management
Virginia
$309K +$105 1 0.08% Increased
2788
LWM
Lyell Wealth Management
California
$309K +$10.1K 1 0.02% Increased
2789
AIS
Accredited Investor Services
Minnesota
$308K +$1.08K 1 0.17% Increased
2790
WA
WBH Advisory
Maryland
$308K +$26.3K 1 0.02% Increased
2791
HBT
Heartland Bank & Trust
Illinois
$307K -$3.69K 1 0.06% Reduced
2792
B
Bellecapital
Switzerland
$306K $0 1 0.05% Maintained
2793
SSWM
Strait & Sound Wealth Management
California
$306K $0 2 0.11% Maintained
2794
PCWA
Pacific Capital Wealth Advisors
California
$305K -$6.17K 1 0.05% Reduced
2795
PWP
Principle Wealth Partners
Connecticut
$305K -$4.83K 1 0.02% Reduced
2796
CBTWT
Community Bank & Trust (Waco, Texas)
Texas
$305K $0 1 0.06% Maintained
2797
Quotient Wealth Partners
Quotient Wealth Partners
Texas
$305K -$218K 1 0.01% Reduced
2798
WBWA
William B. Walkup & Associates
South Carolina
$305K -$28.1K 1 0.15% Reduced
2799
DI
DDFG Inc
California
$304K +$316 1 0.06% Increased
2800
HLA
Hamilton Lane Advisors
Pennsylvania
$304K -$6.97M 1 0.2% Reduced