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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
1451
Haverford Trust Company
Haverford Trust Company
Pennsylvania
$691K -$212K 2 0.02% Reduced
1452
MCM
Maryland Capital Management
Maryland
$691K $0 2 0.12% Maintained
1453
Calamos Wealth Management
Calamos Wealth Management
Illinois
$687K -$274K 1 0.2% Reduced
1454
WCM
Weik Capital Management
Pennsylvania
$677K +$354K 2 0.42% Increased
1455
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$674K -$94.3K 3 0.21% Reduced
1456
BCM
Basswood Capital Management
New York
$673K $0 1 0.03% Maintained
1457
ATC
Adirondack Trust Company
New York
$671K +$7.2K 3 0.51% Increased
1458
Stratos Wealth Partners
Stratos Wealth Partners
Ohio
$670K +$157K 2 0.16% Increased
1459
JWM
Jacobus Wealth Management
Wisconsin
$669K +$19.9K 2 0.18% Increased
1460
VNB
Valley National Bancorp
New York
$667K +$15.7K 3 0.77% Increased
1461
HCA
Harbour Capital Advisors
Virginia
$665K +$6.11K 1 0.55% Increased
1462
PAWC
P.A.W. Capital
Connecticut
$661K -$73.6K 1 0.62% Reduced
1463
Plancorp LLC
Plancorp LLC
Missouri
$654K +$187K 2 0.69% Increased
1464
OIA
Optimum Investment Advisors
Illinois
$653K -$44.8K 8 0.22% Reduced
1465
PCA
Peddock Capital Advisors
Massachusetts
$652K $0 1 0.53% Maintained
1466
Bailard
Bailard
California
$649K -$6.67K 1 0.1% Reduced
1467
PVWM
Point View Wealth Management
New Jersey
$645K +$4.27K 1 0.55% Increased
1468
NBC
Neuberger Berman Canada
Ontario, Canada
$644K -$1.07M 1 0.1% Reduced
1469
AF
Aldebaran Financial
$640K -$8.67K 3 0.57% Reduced
1470
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$638K +$15.5K 1 0.66% Increased
1471
RA
RiverPark Advisors
New York
$638K $0 1 0.32% Maintained
1472
CCIA
Campbell & Co Investment Adviser
Maryland
$632K -$93.4K 1 0.32% Reduced
1473
GCAC
Guardian Capital Advisors (Canada)
Ontario, Canada
$628K -$31.6K 1 0.1% Reduced
1474
MJP
Michael J. Puzo
$626K +$273K 1 0.43% Increased
1475
BSWMG
Barrington Strategic Wealth Management Group
Illinois
$620K -$34.5K 2 0.4% Reduced