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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
1576
BIM
Baldwin Investment Management
Pennsylvania
$344K $0 1 0.15% Maintained
1577
TCI Wealth Advisors
TCI Wealth Advisors
Arizona
$343K +$167 6 0.21% Increased
1578
IMS
Index Management Solutions
Pennsylvania
$341K -$899K 6 0.04% Reduced
1579
TDC
Thompson Davis & Co
Virginia
$341K -$71.9K 5 0.49% Reduced
1580
KIA
King Investment Advisors
Texas
$339K +$337K 1 0.14% New
1581
MAS
Madden Advisory Services
Florida
$333K +$12.6K 3 0.17% Increased
1582
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$327K +$12.3K 1 0.14% Increased
1583
CC
Capital Counsel
New York
$323K $0 1 0.02% Maintained
1584
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$323K +$83.1K 1 0.01% Increased
1585
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$322K -$8.79K 1 0.15% Reduced
1586
TCM
Telos Capital Management
California
$320K +$897 1 0.2% Increased
1587
EWM
Evermay Wealth Management
Virginia
$317K +$301K 1 0.27% New
1588
VIM
Veritas Investment Management
United Kingdom
$317K $0 1 0.11% Maintained
1589
AHB
Abner Herrman & Brock
New Jersey
$315K -$4.43K 1 0.1% Reduced
1590
KA
KLCM Advisors
Wisconsin
$313K $0 1 0.07% Maintained
1591
BC
Barnett & Company
Tennessee
$312K -$28.2K 1 0.13% Reduced
1592
GVT
Genesee Valley Trust
New York
$310K -$47.5K 1 0.19% Reduced
1593
BHBT
Burke & Herbert Bank & Trust
Virginia
$309K -$35.3K 1 0.28% Reduced
1594
TCOT
Trust Company of Toledo
Ohio
$309K +$14.1K 1 0.09% Increased
1595
ANBTV
American National Bank & Trust (Virginia)
Virginia
$308K +$302K 1 0.16% New
1596
FFA
First Foundation Advisors
California
$307K +$39.7K 1 0.03% Increased
1597
SWA
SFMG Wealth Advisors
Texas
$303K $0 1 0.1% Maintained
1598
SouthState Corp
SouthState Corp
Florida
$300K +$29.4K 1 0.05% Increased
1599
BFIM
Beese Fulmer Investment Management
Ohio
$297K -$9.57K 1 0.1% Reduced
1600
BAS
Brown Advisory Securities
Maryland
$295K +$18.4K 1 0.11% Increased