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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
NECFA
New England Capital Financial Advisors
Connecticut
$124K +$89 7 0.07% Increased
3002
BCP
Blue Chip Partners
Michigan
$124K +$738 1 0.01% Increased
3003
FFO
Fortitude Family Office
Arizona
$123K -$25.3K 9 0.08% Reduced
3004
GA
GoalVest Advisory
New York
$120K +$41.7K 3 0.04% Increased
3005
RCA
Roberts Capital Advisors
Colorado
$119K +$111K 1 0.11% New
3006
OLVIG
Oliver Lagore Vanvalin Investment Group
Michigan
$118K -$547K 7 0.03% Reduced
3007
VAG
VisionPoint Advisory Group
Texas
$113K +$3.42K 7 0.04% Increased
3008
TFGT
TS Financial Group (TSFG)
Illinois
$113K -$374 6 0.03% Reduced
3009
FSI
Flow State Investments
Illinois
$113K +$117K 1 0.03% New
3010
KFS
Kelly Financial Services
Massachusetts
$113K -$6.32K 8 0.04% Reduced
3011
FWA
FSC Wealth Advisors
New York
$112K $0 3 0.08% Maintained
3012
SFO
Standard Family Office
South Dakota
$112K +$102K 1 0.15% New
3013
CAC
Core Alternative Capital
Georgia
$111K -$82.5K 6 0.02% Reduced
3014
GWSA
Global Wealth Strategies & Associates
Colorado
$110K $0 6 0.04% Maintained
3015
SIC
SJS Investment Consulting
Ohio
$109K +$349 22 0.02% Increased
3016
ECM
Elgethun Capital Management
South Dakota
$108K $0 1 0.03% Maintained
3017
HF
Halpern Financial
Virginia
$105K $0 2 0.03% Maintained
3018
DCBT
Dakota Community Bank & Trust
North Dakota
$105K -$3.33K 1 0.57% Reduced
3019
IWP
IAG Wealth Partners
Wisconsin
$103K $0 6 0.02% Maintained
3020
CIA
Compass Ion Advisors
Pennsylvania
$101K $0 1 0.01% Maintained
3021
PO
Private Ocean
California
$99.3K -$105K 5 0.01% Reduced
3022
EPA
Element Pointe Advisors
Florida
$99.1K $0 1 0.03% Maintained
3023
FCG
Financial Connections Group
California
$99K +$5.82K 5 0.11% Increased
3024
PP
Pingora Partners
Wyoming
$98.8K +$32.3K 4 0.07% Increased
3025
BAWC
Boyce & Associates Wealth Consulting
Texas
$94.2K -$202K 1 0.12% Reduced