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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
3101
CAC
Core Alternative Capital
Georgia
$196K +$65.7K 6 0.05% Increased
3102
BOJHT
Bank of Jackson Hole Trust
Wyoming
$194K -$497K 4 0.11% Reduced
3103
FRA
Front Row Advisors
California
$194K $0 3 0.07% Maintained
3104
ECM
Elgethun Capital Management
South Dakota
$190K -$25.4K 1 0.04% Reduced
3105
DF
Dunhill Financial
United Kingdom
$189K -$91.8K 13 0.05% Reduced
3106
FCT
First Community Trust
Iowa
$187K -$7.31K 4 0.15% Reduced
3107
1CM
1492 Capital Management
Wisconsin
$187K -$4.3K 1 0.09% Reduced
3108
CAM
Clarity Asset Management
Iowa
$186K -$14.1K 6 0.11% Reduced
3109
MFG
Mendota Financial Group
Wisconsin
$186K -$13.7K 3 0.18% Reduced
3110
HFW
Horizon Family Wealth
Illinois
$184K +$1.49K 1 0.11% Increased
3111
EPAM
Evelyn Partners Asset Management
$183K $0 3 0.05% Maintained
3112
GWS
Glassman Wealth Services
Virginia
$183K -$12.8K 1 0.03% Reduced
3113
PWMG
Private Wealth Management Group
New Jersey
$182K -$8.87K 21 0.06% Reduced
3114
FMB
Field & Main Bank
Kentucky
$182K -$56.8K 3 0.06% Reduced
3115
CG
Curat Global
New Hampshire
$182K -$439K 3 0.17% Reduced
3116
FFA
Frazier Financial Advisors
Ohio
$181K -$2.48K 7 0.13% Reduced
3117
OAJ
Ogorek Anthony Joseph
New York
$179K -$6.87K 10 0.06% Reduced
3118
FMP
Financial Management Professionals
Texas
$176K -$23K 10 0.02% Reduced
3119
FFO
Fortitude Family Office
Arizona
$173K +$23.2K 29 0.06% Increased
3120
TCM
TruNorth Capital Management
Michigan
$173K -$145K 3 0.04% Reduced
3121
PWMG
Prestige Wealth Management Group
New Jersey
$173K -$159K 11 0.04% Reduced
3122
FF
Friedenthal Financial
New Jersey
$172K -$752K 3 0.09% Reduced
3123
WA
Whipplewood Advisors
Colorado
$171K -$153K 10 0.09% Reduced
3124
TIM
Tortoise Investment Management
New York
$171K +$4.66K 16 0.02% Increased
3125
CFS
Compass Financial Services
Iowa
$169K $0 1 0.08% Maintained