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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
2901
JIC
Joel Isaacson & Co
New York
$263K $0 1 0.01% Maintained
2902
CCG
Cypress Capital Group
Florida
$262K -$5.27K 1 0.02% Reduced
2903
OWA
Opal Wealth Advisors
New York
$262K -$40.5K 1 0.06% Reduced
2904
GAA
Global Assets Advisory
Florida
$262K +$144K 1 0.06% Increased
2905
HHRDM
H&H Retirement Design & Management
Nevada
$261K -$25K 1 0.12% Reduced
2906
IA
IAM Advisory
Pennsylvania
$261K +$11.1K 1 0.05% Increased
2907
UWM
Urban Wealth Management
California
$261K +$273K 1 0.23% New
2908
TWP
Tempus Wealth Planning
California
$260K -$78.5K 1 0.05% Reduced
2909
BONH
Bank of New Hampshire
New Hampshire
$260K -$10.4K 6 0.05% Reduced
2910
SLC
Second Line Capital
Louisiana
$259K -$4.09K 1 0.05% Reduced
2911
RC
Roundview Capital
New Jersey
$259K -$4K 1 0.01% Reduced
2912
GC
Guilbault Capital
Louisiana
$259K -$142 1 0.26% Reduced
2913
RP
Rice Partnership
Hawaii
$258K $0 1 0.03% Maintained
2914
SAM
Sagewood Asset Management
New York
$258K -$19.3K 1 0.06% Reduced
2915
RQS
Ramsey Quantitative Systems
Kentucky
$258K +$317K 1 0.23% New
2916
KIG
Kennedy Investment Group
New Jersey
$257K -$305 1 0.09% Reduced
2917
BHBT
Burke & Herbert Bank & Trust
Virginia
$257K -$27.5K 1 0.06% Reduced
2918
EM
Excalibur Management
Massachusetts
$257K -$4.97K 1 0.08% Reduced
2919
HIC
Harvey Investment Company
Kentucky
$256K $0 1 0.03% Maintained
2920
PWM
Prentice Wealth Management
New York
$256K -$3.32K 1 0.05% Reduced
2921
RWP
Ridgecrest Wealth Partners
California
$256K +$115 1 0.12% Increased
2922
Valmark Advisers
Valmark Advisers
Ohio
$256K +$1.84K 1 0% Increased
2923
LWA
Legacy Wealth Advisors
Florida
$255K +$21.9K 1 0.11% Increased
2924
CF
Convergence Financial
Missouri
$254K +$250K 1 0.02% New
2925
1WA
180 Wealth Advisors
Washington
$254K +$3.95K 1 0.03% Increased