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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
MHIM
MacNealy Hoover Investment Management
Ohio
$562K $0 1 0.51% Maintained
1502
RW
Rand Wealth
Maryland
$560K +$121K 1 0.08% Increased
1503
KWMG
King Wealth Management Group
Florida
$559K +$4.17K 2 0.34% Increased
1504
BOS
Bingham Osborn & Scarborough
California
$556K $0 2 0.07% Maintained
1505
JWM
Jacobus Wealth Management
Wisconsin
$556K -$14.1K 2 0.16% Reduced
1506
Algert Global
Algert Global
California
$552K -$7.01K 1 0.31% Reduced
1507
AC
Avenir Corporation
Virginia
$548K +$51.8K 1 0.05% Increased
1508
Atria Investments
Atria Investments
North Carolina
$547K -$131K 2 0.08% Reduced
1509
FAT
First American Trust
California
$546K +$589K 1 0.21% New
1510
PCM
Potomac Capital Management
New York
$545K +$541K 1 0.67% New
1511
Greenleaf Trust
Greenleaf Trust
Michigan
$540K +$325K 1 0.02% Increased
1512
FMBTD
First Midwest Bank Trust Division
Illinois
$539K +$106K 2 0.09% Increased
1513
NAM
Nichols Asset Management
Massachusetts
$538K +$41.3K 1 0.12% Increased
1514
PVWM
Point View Wealth Management
New Jersey
$537K $0 1 0.43% Maintained
1515
CL
CPWM LLC
Washington
$532K +$561K 2 0.12% New
1516
Quadrant Capital Group
Quadrant Capital Group
Ohio
$532K -$4.48K 10 0.37% Reduced
1517
BO
Bank OZK
Arkansas
$530K -$43.5K 1 0.2% Reduced
1518
IC
IKOS CIF
Cyprus
$530K +$574K 3 1.55% New
1519
IP
Isthmus Partners
Wisconsin
$529K +$4.86K 1 0.19% Increased
1520
NCA
NCM Capital Advisers
North Carolina
$529K -$253K 2 1.56% Reduced
1521
OC
Oarsman Capital
Wisconsin
$529K -$23.6K 1 0.31% Reduced
1522
MSTVIM
Messner & Smith Theme Value Investment Management
California
$528K -$1.5M 2 1.04% Reduced
1523
DI
Diligent Investors
California
$527K +$116 1 0.57% Increased
1524
Thomaspartners
Thomaspartners
Massachusetts
$523K $0 2 0.01% Maintained
1525
ST
Spinnaker Trust
Maine
$518K +$2.2K 1 0.08% Increased