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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
2801
BAM
Baldrige Asset Management
Pennsylvania
$116K -$4K 3 0.05% Reduced
2802
CWA
Carolina Wealth Advisors
South Carolina
$116K +$49.2K 2 0.07% Increased
2803
TAM
Tucker Asset Management
Colorado
$116K +$7.61K 1 0.04% Increased
2804
FCG
Financial Connections Group
California
$113K +$109K 5 0.11% New
2805
ALPS Advisors
ALPS Advisors
Colorado
$112K +$17.2K 1 0% Increased
2806
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings
Israel
$112K +$27.7K 3 0% Increased
2807
GC
Garde Capital
Washington
$108K +$104K 1 0.01% New
2808
Millburn Ridgefield Corp
Millburn Ridgefield Corp
New York
$108K -$1.23K 2 0.01% Reduced
2809
OCM
Orion Capital Management
California
$107K $0 1 0.06% Maintained
2810
MAWCM
Mine & Arao Wealth Creation & Management
California
$106K +$6.29K 3 0.06% Increased
2811
CHA
Carmichael Hill & Associates
Maryland
$105K -$19.3K 4 0.05% Reduced
2812
NF
Norwood Financial
Pennsylvania
$102K +$97.6K 3 0.14% New
2813
CM
Cornerstone Management
Georgia
$101K +$93.2K 2 0.03% New
2814
KFS
Kelly Financial Services
Massachusetts
$100K -$1.24K 5 0.05% Reduced
2815
IWP
IAG Wealth Partners
Wisconsin
$100K $0 5 0.03% Maintained
2816
SC
Steph & Co
Wisconsin
$99K -$320K 3 0.06% Reduced
2817
RWA
RGT Wealth Advisors
Texas
$98K +$92.7K 2 0.01% New
2818
CWM
CarsonAllaria Wealth Management
Illinois
$97K +$95.5K 2 0.09% New
2819
MDCM
Morgan Dempsey Capital Management
Wisconsin
$96K $0 1 0.03% Maintained
2820
LPWM
Lake Point Wealth Management
Texas
$95K $0 2 0.04% Maintained
2821
HF
Halpern Financial
Virginia
$93.1K -$40.7K 3 0.04% Reduced
2822
GG
Golden Green
South Carolina
$93K -$779K 1 0.07% Reduced
2823
SFG
Steward Financial Group
Texas
$93K +$90.7K 3 0.09% New
2824
TCTC Holdings
TCTC Holdings
Texas
$92K -$20.3K 3 0% Reduced
2825
PG
Proffitt & Goodson
Tennessee
$88K -$23K 2 0.02% Reduced