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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
3126
GG
Gleason Group
Kentucky
$168K +$1K 1 0.02% Increased
3127
WA
WPG Advisers
Maryland
$167K -$19.8K 13 0.14% Reduced
3128
GCM
Gables Capital Management
Florida
$163K $0 4 0.08% Maintained
3129
DWS
Dynamic Wealth Strategies
California
$162K -$9.37K 2 0.12% Reduced
3130
DF
DecisionPoint Financial
Arizona
$158K +$2.69K 7 0.04% Increased
3131
CFS
CGC Financial Services
Oregon
$155K $0 4 0.05% Maintained
3132
LFA
Livelsberger Financial Advisory
Ohio
$155K +$146K 2 2.99% New
3133
BI
Binnacle Investments
Iowa
$155K +$7.64K 11 0.1% Increased
3134
CTWM
Cherry Tree Wealth Management
Minnesota
$152K -$19.4K 7 0.04% Reduced
3135
CWM
Centricity Wealth Management
Ohio
$152K -$35K 4 0.12% Reduced
3136
HWA
HHM Wealth Advisors
Tennessee
$149K -$11.6K 6 0.02% Reduced
3137
VT
Volterra Technologies
New York
$148K +$151K 2 0.02% New
3138
LAMC
Longview Asset Management (California)
California
$148K -$247 3 0.09% Reduced
3139
TCM
Tradewinds Capital Management
Washington
$148K -$520K 5 0.04% Reduced
3140
CFFP
Center for Financial Planning
Michigan
$147K -$14K 9 0.02% Reduced
3141
TDC
Thompson Davis & Co
Virginia
$146K +$16K 2 0.1% Increased
3142
AG
AmeriFlex Group
Nevada
$146K -$201K 12 0.08% Reduced
3143
BFP
Briaud Financial Planning
Texas
$145K +$123K 4 0.06% Increased
3144
EWP
Elevation Wealth Partners
California
$142K $0 4 0.06% Maintained
3145
PAM
Parvin Asset Management
South Dakota
$141K -$2.34K 6 0.14% Reduced
3146
NC
North Capital
Utah
$140K -$1.06K 5 0.12% Reduced
3147
SWIM
Smallwood Wealth Investment Management
New Jersey
$139K +$2.95K 8 0.08% Increased
3148
EA
Evolution Advisers
Virginia
$138K -$740 3 0.07% Reduced
3149
BIM
Breakwater Investment Management
Washington
$138K $0 4 0.05% Maintained
3150
Cantor Fitzgerald
Cantor Fitzgerald
New York
$138K +$15.6K 2 0% Increased