← 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
3076
A
Alongside
Texas
$207K +$207K 1 0.04% New
3077
TCOK
Trust Company of Kansas
Kansas
$207K $0 1 0.11% Maintained
3078
LWM
Level Wealth Management
North Carolina
$207K +$199K 1 0.08% New
3079
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$206K $0 1 0.02% Maintained
3080
EA
Enclave Advisors
Texas
$206K +$195K 1 0.03% New
3081
PMFA
Plante Moran Financial Advisors
Michigan
$206K -$19.2K 18 0.01% Reduced
3082
UCB
United Community Bank
South Carolina
$206K -$122K 6 0.06% Reduced
3083
KA
Kozak & Associates
Colorado
$206K +$341 5 0.04% Increased
3084
BWMG
Barnes Wealth Management Group
California
$205K +$200K 1 0.09% New
3085
WAG
Winthrop Advisory Group
Massachusetts
$205K +$200K 1 0.01% New
3086
CCA
Cora Capital Advisors
New Jersey
$205K $0 1 0.06% Maintained
3087
AWM
Abound Wealth Management
Tennessee
$205K -$27.8K 15 0.04% Reduced
3088
KIA
Knollwood Investment Advisory
Maryland
$204K -$203K 1 0.02% Reduced
3089
AIM
Aspen Investment Management
Michigan
$204K +$191K 1 0.05% New
3090
TWP
Tower Wealth Partners
Pennsylvania
$204K $0 1 0.1% Maintained
3091
CFS
CRA Financial Services
New Jersey
$204K +$199K 1 0.02% New
3092
OWA
Octavia Wealth Advisors
Ohio
$204K +$202K 1 0.02% New
3093
KRW
Kaufman Rossin Wealth
Florida
$203K +$200K 1 0.1% New
3094
VT
Volterra Technologies
New York
$203K -$622K 1 0.03% Reduced
3095
PRTG
Post Resch Tallon Group
New York
$202K +$148K 1 0.14% New
3096
MSF
Mustard Seed Financial
Arkansas
$202K +$693 1 0.11% Increased
3097
BFP
Birchwood Financial Partners
Minnesota
$202K $0 3 0.17% Maintained
3098
ECM
Elgethun Capital Management
South Dakota
$202K +$4.48K 1 0.03% Increased
3099
IWN
Independent Wealth Network
Iowa
$202K +$191K 1 0.05% New
3100
AIA
Arbor Investment Advisors
North Carolina
$202K +$201K 1 0.02% New