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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
1701
COA
Charter Oak Advisors
New York
$2.14M $0 1 1.18% Maintained
1702
TNA
True North Advisors
Texas
$2.14M +$13.4K 2 0.2% Increased
1703
CMP
Christine Messmer PC
Pennsylvania
$2.14M -$15.4K 2 1.21% Reduced
1704
GI
GS Investments
Minnesota
$2.14M -$1.84M 1 1.54% Reduced
1705
SA
Strategic Advisors
New York
$2.14M -$62.4K 1 0.47% Reduced
1706
MDA
Minot DeBlois Advisors
Massachusetts
$2.12M +$16.5K 4 1.82% Increased
1707
WIM
WealthPlan Investment Management
Nebraska
$2.12M -$493K 4 0.11% Reduced
1708
WHC
Wulff, Hansen & Co
California
$2.12M -$68.4K 2 1.62% Reduced
1709
LFG
Leverty Financial Group
Wisconsin
$2.12M -$176K 1 0.41% Reduced
1710
NP
NS Partners
United Kingdom
$2.11M -$111K 1 0.09% Reduced
1711
BBA
Baader Bank Aktiengesellschaft
Germany
$2.11M -$1.34M 3 0.16% Reduced
1712
HIA
Harbor Investment Advisory
Maryland
$2.1M +$180K 15 0.15% Increased
1713
RWM
RKL Wealth Management
Pennsylvania
$2.09M -$207K 2 0.17% Reduced
1714
AEPWM
Atlantic Edge Private Wealth Management
Florida
$2.08M +$833K 4 0.42% Increased
1715
TCM
Traynor Capital Management
Pennsylvania
$2.08M +$427K 2 0.1% Increased
1716
Confluence Wealth Services
Confluence Wealth Services
Pennsylvania
$2.07M +$898K 3 0.06% Increased
1717
CAG
Cypress Advisory Group
Arizona
$2.06M +$939K 2 1.6% Increased
1718
GWM
GSB Wealth Management
Connecticut
$2.06M +$510K 1 0.41% Increased
1719
BBWA
Bell & Brown Wealth Advisors
California
$2.05M +$95.3K 1 0.62% Increased
1720
KCL
KR Capital LP
New York
$2.05M +$1.81M 1 0.2% New
1721
CA
CGN Advisors
Kansas
$2.04M +$152K 1 0.15% Increased
1722
ORC
O'Rourke & Company
Massachusetts
$2.04M -$5.87K 1 0.71% Reduced
1723
AAM
Auxier Asset Management
Oregon
$2.04M -$33.8K 1 0.27% Reduced
1724
SGDR
SPX Gestao de Recursos
Brazil
$2.04M -$3.25M 1 0.23% Reduced
1725
SOAMC
Spirit of America Management Corp
New York
$2.03M +$22.5K 4 0.38% Increased