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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
1551
DI
Diligent Investors
California
$532K +$120 1 0.58% Increased
1552
FMA
Fiduciary Management Associates
Illinois
$529K -$60.5K 1 0.03% Reduced
1553
MCM
Maryland Capital Management
Maryland
$529K +$91.4K 1 0.08% Increased
1554
PMG
ProVise Management Group
Florida
$527K -$143K 2 0.11% Reduced
1555
SRCM
Swift Run Capital Management
Virginia
$521K $0 1 0.32% Maintained
1556
BCP
Berkeley Capital Partners
Georgia
$514K +$478K 1 0.37% New
1557
ZF
Zhang Financial
Michigan
$514K +$10.9K 1 0.29% Increased
1558
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$512K +$7.55K 1 0.06% Increased
1559
SWA
Sutton Wealth Advisors
Florida
$510K +$446K 12 0.48% New
1560
CA
Cambridge Advisors
Nebraska
$506K -$21.5K 1 0.23% Reduced
1561
ST
Sabal Trust
Florida
$506K $0 1 0.06% Maintained
1562
FNT
First Nebraska Trust
Nebraska
$501K -$2.28K 2 0.14% Reduced
1563
CCIA
Campbell & Co Investment Adviser
Maryland
$495K +$457K 2 1.82% New
1564
FMLI
Fukoku Mutual Life Insurance
Japan
$495K -$7.42M 2 0.11% Reduced
1565
TDC
Thompson Davis & Co
Virginia
$495K +$32.5K 11 0.74% Increased
1566
AI
ArchPoint Investors
Florida
$494K -$86.9K 1 0.27% Reduced
1567
CL
Croft-Leominster
Maryland
$494K $0 1 0.11% Maintained
1568
EDRAML
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$494K +$216K 2 0.38% Increased
1569
CAAS
Capital Asset Advisory Services
Michigan
$492K $0 1 0.54% Maintained
1570
NAM
NTV Asset Management
West Virginia
$492K +$146K 1 0.19% Increased
1571
WTB
Washington Trust Bank
Washington
$487K -$151K 7 0.13% Reduced
1572
SFWA
Summit Financial Wealth Advisors
Louisiana
$486K +$54.4K 1 0.21% Increased
1573
TTWM
TCV Trust & Wealth Management
Virginia
$484K $0 1 0.09% Maintained
1574
SIG
Schooner Investment Group
Pennsylvania
$481K $0 2 0.92% Maintained
1575
Prospera Financial Services
Prospera Financial Services
Texas
$480K +$7.21K 2 0.11% Increased