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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
3301
NL
NVWM LLC
Pennsylvania
$42.3K -$814K 7 0.01% Reduced
3302
LFA
LGT Financial Advisors
Texas
$42K $0 2 0.22% Maintained
3303
GA
GoalVest Advisory
New York
$40.7K -$31.5K 3 0.01% Reduced
3304
FLP
Financial Life Planners
Arizona
$39.7K +$128 3 0.03% Increased
3305
BHWM
Bay Harbor Wealth Management
Maryland
$39.5K +$4.86K 22 0.01% Increased
3306
AIA
Aventus Investment Advisors
Florida
$38.4K -$327K 2 0.03% Reduced
3307
LAM
Lummis Asset Management
Texas
$38.1K -$203 3 0.02% Reduced
3308
NWM
Nova Wealth Management
Florida
$38K +$20.9K 2 0.02% Increased
3309
SIS
Strategic Investment Solutions
Illinois
$38K -$14 2 0.01% Reduced
3310
AP
Aspect Partners
Virginia
$36.7K +$18.4K 7 0.01% Increased
3311
RPA
Redwood Park Advisors
California
$36.7K +$339 4 0.02% Increased
3312
MLA
MB, Levis & Associates
Pennsylvania
$36.4K $0 1 0.01% Maintained
3313
LF
LifeSteps Financial
California
$35.2K +$34.4K 7 0.02% New
3314
BAM
Bellevue Asset Management
Washington
$35.2K -$14.3K 4 0.02% Reduced
3315
1L
10Elms LLP
Oklahoma
$35.1K +$11.8K 1 0.01% Increased
3316
DF
Downshift Financial
Colorado
$35K +$34.3K 6 0.02% New
3317
VERPA
Virginia Estate & Retirement Planning Advisors
Virginia
$33.7K $0 1 0.04% Maintained
3318
ASCM
Adkins Seale Capital Management
Louisiana
$32.8K $0 2 0.03% Maintained
3319
APW
Allied Private Wealth
Florida
$32.4K +$31.5K 8 0.02% New
3320
OBWG
Onyx Bridge Wealth Group
New York
$31.8K +$2.2K 1 0% Increased
3321
NWMP
Noble Wealth Management PBC
Colorado
$31.3K +$4.46K 6 0.01% Increased
3322
FC
Fairscale Capital
New Hampshire
$31.1K $0 5 0.02% Maintained
3323
HC
Hurley Capital
New York
$30.6K -$142 3 0.02% Reduced
3324
CWA
Carolina Wealth Advisors
South Carolina
$30.4K $0 2 0.01% Maintained
3325
AF
Align Financial
Minnesota
$30.2K $0 2 0.01% Maintained