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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
1476
SMC
Smith, Moore & Co
Missouri
$613K +$136K 1 0.34% Increased
1477
Gradient Investments
Gradient Investments
Minnesota
$609K $0 2 0.11% Maintained
1478
TF
Tompkins Financial
New York
$609K -$20.7K 6 0.16% Reduced
1479
WA
WBH Advisory
Maryland
$608K -$36.9K 1 0.21% Reduced
1480
SCM
SOL Capital Management
Maryland
$595K -$15.7K 2 0.25% Reduced
1481
CWM
Confluence Wealth Management
Oregon
$592K -$306K 1 0.4% Reduced
1482
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$591K $0 1 0.07% Maintained
1483
Shinko Asset Management Company
Shinko Asset Management Company
Japan
$590K -$20.7K 8 0.01% Reduced
1484
AWS
Aris Wealth Services
Pennsylvania
$589K +$16.6K 1 0.73% Increased
1485
Advisory Services Network
Advisory Services Network
Georgia
$588K +$107K 1 0.22% Increased
1486
Dynamic Advisor Solutions
Dynamic Advisor Solutions
Arizona
$581K -$598K 1 0.32% Reduced
1487
MFBTD
MB Financial Bank - Trust Department
Illinois
$580K -$42.6K 4 0.07% Reduced
1488
CPA
Court Place Advisors
Maryland
$579K +$21.1K 1 0.39% Increased
1489
HHGA
Halbert Hargrove Global Advisors
California
$577K -$666K 2 0.16% Reduced
1490
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$569K -$384K 2 0.39% Reduced
1491
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$563K -$667 1 0.06% Reduced
1492
CBT
Central Bank & Trust
Kentucky
$562K +$503K 2 0.21% Increased
1493
Prospera Financial Services
Prospera Financial Services
Texas
$559K -$304K 1 0.15% Reduced
1494
SFM
Signature Financial Management
Virginia
$556K $0 1 0.4% Maintained
1495
TDC
Thompson Davis & Co
Virginia
$546K +$212K 8 0.71% Increased
1496
TTWM
TCV Trust & Wealth Management
Virginia
$543K +$19.5K 1 0.09% Increased
1497
GIM
Greylin Investment Management
Virginia
$541K -$89.5K 1 0.13% Reduced
1498
BHA
Beech Hill Advisors
New York
$540K +$542K 1 0.26% New
1499
MC
Montag & Caldwell
Georgia
$540K -$943K 1 0.01% Reduced
1500
WRM
Westport Resources Management
Connecticut
$540K +$13.6K 6 0.15% Increased