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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
CIM
Cetera Investment Management
California
$719K -$12.8K 1 0.37% Reduced
1477
MWAC
Mariner Wealth Advisors (Cincinnati)
Ohio
$719K +$435K 2 0.07% Increased
1478
Addenda Capital
Addenda Capital
Quebec, Canada
$717K +$780K 1 0.06% New
1479
TIM
Thompson Investment Management
Wisconsin
$714K $0 2 0.15% Maintained
1480
TSWM
Triangle Securities Wealth Management
North Carolina
$712K $0 1 0.46% Maintained
1481
PP
Pegasus Partners
Wisconsin
$709K +$660K 1 0.38% New
1482
HPBT
High Point Bank & Trust
North Carolina
$704K -$21.7K 4 0.18% Reduced
1483
FAT
First American Trust
California
$701K +$56.8K 1 0.25% Increased
1484
MBT
Monroe Bank & Trust
Michigan
$700K -$25.5K 2 0.24% Reduced
1485
HighPoint Advisor Group
HighPoint Advisor Group
Illinois
$698K +$286K 2 0.43% Increased
1486
MA
Marshwinds Advisory
Georgia
$696K +$49K 2 0.36% Increased
1487
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$695K +$331K 1 0% Increased
1488
Global X Management Company
Global X Management Company
New York
$695K +$311K 6 0.04% Increased
1489
IR
Invictus RG
Bermuda
$691K -$171K 7 0.84% Reduced
1490
LMAM
Legg Mason Asset Management
Japan
$684K $0 1 0.7% Maintained
1491
IP
Isthmus Partners
Wisconsin
$683K +$877 1 0.23% Increased
1492
VF
Virtu Financial
New York
$683K +$636K 1 0.1% New
1493
NED
Nancy E. Dempze
$682K +$172K 1 1.2% Increased
1494
SAA
Southeast Asset Advisors
Georgia
$678K +$127K 1 0.22% Increased
1495
CA
Cullinan Associates
Kentucky
$676K +$89.9K 1 0.06% Increased
1496
ACM
Aviance Capital Management
Florida
$670K -$63.5K 1 0.02% Reduced
1497
OFS
Orrstown Financial Services
Pennsylvania
$662K -$14K 1 0.71% Reduced
1498
MCM
McRae Capital Management
New Jersey
$661K +$591K 2 0.29% New
1499
HBK Sorce Advisory
HBK Sorce Advisory
Pennsylvania
$658K +$72.7K 2 0.16% Increased
1500
MHIM
MacNealy Hoover Investment Management
Ohio
$656K -$23.6K 1 0.53% Reduced