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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
1501
Perigon Wealth Management
Perigon Wealth Management
California
$362K +$361K 1 0.2% New
1502
Smith Salley Wealth Management
Smith Salley Wealth Management
North Carolina
$362K +$330K 1 0.24% New
1503
CCM
Cohen Capital Management
California
$361K $0 1 0.1% Maintained
1504
WSA
Willow Street Advisors
Florida
$360K +$328K 1 0.2% New
1505
CPA
Court Place Advisors
Maryland
$357K +$326K 1 0.27% New
1506
HHGA
Halbert Hargrove Global Advisors
California
$355K -$154K 1 0.11% Reduced
1507
SC
Schulhoff & Co
Ohio
$355K $0 1 0.24% Maintained
1508
AHB
Abner Herrman & Brock
New Jersey
$347K +$315K 1 0.12% New
1509
DLG
Daniel L. Goodwin
$346K $0 1 0.07% Maintained
1510
WFI
West Family Investments
California
$346K -$322K 1 0.08% Reduced
1511
MC
Martin & Co
Tennessee
$344K +$8.24K 1 0.12% Increased
1512
TNBTD
Trustmark National Bank Trust Department
Mississippi
$341K +$99.7K 1 0.04% Increased
1513
GVT
Genesee Valley Trust
New York
$340K -$1.95K 1 0.23% Reduced
1514
BIM
Baldwin Investment Management
Pennsylvania
$339K $0 1 0.15% Maintained
1515
GAM
Griffin Asset Management
New York
$337K $0 1 0.11% Maintained
1516
KA
KLCM Advisors
Wisconsin
$337K -$1.07K 1 0.09% Reduced
1517
VCM
Vigilant Capital Management
Maine
$336K +$62.4K 3 0.08% Increased
1518
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$335K +$103K 1 0.2% Increased
1519
Jasper Ridge Partners
Jasper Ridge Partners
California
$334K $0 1 0.02% Maintained
1520
Northeast Financial Consultants
Northeast Financial Consultants
Connecticut
$334K +$333K 1 0.22% New
1521
FMW
Farr Miller & Washington
District of Columbia
$333K $0 1 0.05% Maintained
1522
PTC
Private Trust Company
Ohio
$331K +$467 12 0.13% Increased
1523
BFIM
Beese Fulmer Investment Management
Ohio
$330K -$46.9K 1 0.12% Reduced
1524
WTB
Washington Trust Bank
Washington
$330K -$4.33M 0 – Closed
1525
Fisher Asset Management
Fisher Asset Management
Washington
$328K +$129K 1 0% Increased