← All themes

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
2976
PPW
PACK Private Wealth
Minnesota
$233K $0 1 0.12% Maintained
2977
OIA
Optimum Investment Advisors
Illinois
$233K -$617 3 0.1% Reduced
2978
LC
LCNB Corp
Ohio
$233K $0 1 0.08% Maintained
2979
Proactive Wealth Strategies
Proactive Wealth Strategies
Georgia
$233K +$515 1 0.11% Increased
2980
PWM
PTM Wealth Management
United States
$233K +$2.1K 1 0.15% Increased
2981
CB
Chris Bulman
California
$233K -$2.22K 1 0.13% Reduced
2982
Wescott Financial Advisory Group
Wescott Financial Advisory Group
Pennsylvania
$232K -$5.59K 1 0.02% Reduced
2983
SA
Stewardship Advisors
Pennsylvania
$232K -$1.43K 1 0.06% Reduced
2984
Grove Bank & Trust
Grove Bank & Trust
Florida
$232K -$85K 8 0.03% Reduced
2985
TIA
Tiemann Investment Advisors
California
$232K +$12.7K 1 0.09% Increased
2986
JB Capital
JB Capital
Connecticut
$230K $0 1 0.01% Maintained
2987
Amplius Wealth Advisors
Amplius Wealth Advisors
Pennsylvania
$230K $0 1 0.02% Maintained
2988
BWM
BCO Wealth Management
New Mexico
$229K $0 1 0.16% Maintained
2989
AFA
Antonelli Financial Advisors
Michigan
$229K $0 1 0.17% Maintained
2990
ACC
Acorn Creek Capital
Colorado
$228K +$2.22K 1 0.09% Increased
2991
Quent Capital
Quent Capital
New York
$228K -$535K 1 0.02% Reduced
2992
WI
WrapManager Inc
California
$228K -$65.6K 1 0.06% Reduced
2993
PFS
Prospect Financial Services
New York
$228K -$139K 1 0.14% Reduced
2994
CWG
Crown Wealth Group
North Carolina
$228K -$2.1K 1 0.09% Reduced
2995
FA
Financial Alternatives
California
$227K $0 1 0.15% Maintained
2996
IP
Investment Partners
Ohio
$226K +$212K 1 0.09% New
2997
IFC Advisors
IFC Advisors
California
$226K +$207K 1 0.04% New
2998
Mainstay Capital Management
Mainstay Capital Management
Michigan
$226K +$218K 1 0.01% New
2999
Sepio Capital
Sepio Capital
Utah
$225K +$1.23K 1 0.02% Increased
3000
Sound View Wealth Advisors Group
Sound View Wealth Advisors Group
Georgia
$225K +$573 1 0.02% Increased