← 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
3001
CTWM
Cherry Tree Wealth Management
Minnesota
$170K +$18.8K 7 0.04% Increased
3002
RAM
Riggs Asset Management
Pennsylvania
$167K -$1.2K 4 0.05% Reduced
3003
LWA
Lowe Wealth Advisors
Maryland
$167K -$65.7K 3 0.08% Reduced
3004
RFG
REAP Financial Group
Texas
$166K -$29.9K 4 0.04% Reduced
3005
GCM
Gables Capital Management
Florida
$164K $0 4 0.09% Maintained
3006
OA
Operose Advisors
Wisconsin
$163K -$53.5K 8 0.06% Reduced
3007
GWS
Glassman Wealth Services
Virginia
$162K $0 1 0.03% Maintained
3008
TJHA
Thomas J. Herzfeld Advisors
Florida
$162K $0 1 0.06% Maintained
3009
Caption Management
Caption Management
Oklahoma
$160K +$167K 1 0% New
3010
VAG
VisionPoint Advisory Group
Texas
$160K +$46.6K 9 0.06% Increased
3011
FFO
Fortitude Family Office
Arizona
$159K +$32.6K 10 0.09% Increased
3012
CAM
Creekmur Asset Management
Illinois
$156K -$13.7K 11 0.04% Reduced
3013
DF
DecisionPoint Financial
Arizona
$156K $0 2 0.05% Maintained
3014
Emerald Mutual Fund Advisers Trust
Emerald Mutual Fund Advisers Trust
Pennsylvania
$150K -$4.04K 1 0.01% Reduced
3015
HWA
HHM Wealth Advisors
Tennessee
$150K +$1.61K 6 0.02% Increased
3016
WCA
Waypoint Capital Advisors
Minnesota
$148K $0 1 0.04% Maintained
3017
PP
Pacifica Partners
Canada
$148K +$10.9K 6 0.06% Increased
3018
BCA
Bray Capital Advisors
Florida
$148K +$98 1 0.04% Increased
3019
CT
Clearstead Trust
Maine
$147K -$19.6K 5 0.04% Reduced
3020
AGM
Alpine Global Management
New York
$145K -$657K 1 0.03% Reduced
3021
GBT
Grove Bank & Trust
Florida
$145K -$8.47K 6 0.02% Reduced
3022
CAC
Core Alternative Capital
Georgia
$144K +$26.7K 6 0.03% Increased
3023
PCMC
Planning Capital Management Corporation
Pennsylvania
$144K -$10.6K 7 0.1% Reduced
3024
TWP
TFO Wealth Partners
Ohio
$142K +$140K 1 0.03% Increased
3025
EA
Evolution Advisers
Virginia
$138K $0 3 0.08% Maintained