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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
3001
WA1
Wimmer Associates 1
California
$227K $0 1 0.1% Maintained
3002
SI
Shaker Investments
Ohio
$226K +$187K 1 0.08% New
3003
BFG
Beacon Financial Group
Texas
$226K -$3.12K 1 0.02% Reduced
3004
JF
JMN Financial
Ohio
$226K +$187K 1 0.18% New
3005
DT
DBA Trading
Florida
$226K $0 1 0.11% Maintained
3006
TWM
Tradition Wealth Management
Minnesota
$226K -$293K 1 0.01% Reduced
3007
SFA
Salus Financial Advisors
Colorado
$226K +$213K 1 0.11% New
3008
MAG
Mayfair Advisory Group
Alabama
$226K +$204K 1 0.07% New
3009
BAM
Berkshire Asset Management
Pennsylvania
$226K +$236K 1 0.01% New
3010
BIM
Baldwin Investment Management
Pennsylvania
$225K $0 1 0.02% Maintained
3011
SA
Scarborough Advisors
Maryland
$225K -$101K 1 0.03% Reduced
3012
SWM
Seed Wealth Management
Illinois
$225K $0 1 0.14% Maintained
3013
GSC
Ground Swell Capital
South Carolina
$224K +$203K 2 0.24% Increased
3014
PA
Probity Advisors
Texas
$224K -$212K 1 0.03% Reduced
3015
CL
COWA LLC
Oklahoma
$223K -$75.5K 1 0.06% Reduced
3016
PPG
Peak Planning Group
Colorado
$223K $0 1 0.05% Maintained
3017
CB
Chris Bulman
California
$223K $0 1 0.08% Maintained
3018
FB
First Bancorp
Maine
$222K +$224K 6 0.09% New
3019
UOTTAIMCU
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$222K +$177K 6 0.03% Increased
3020
SIG Brokerage
SIG Brokerage
New York
$222K -$661K 1 0% Reduced
3021
BMWS
Brady Martz Wealth Solutions
North Dakota
$221K +$217K 1 0.03% New
3022
FA
Fermata Advisors
California
$221K +$216K 1 0.04% New
3023
PCM
Park Capital Management
Wisconsin
$221K +$183K 1 0.13% New
3024
BAWC
Boyce & Associates Wealth Consulting
Texas
$221K -$2.57K 1 0.15% Reduced
3025
HFM
Hartford Financial Management
Connecticut
$220K +$47.4K 2 0.05% Increased