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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
Crestwood Advisors Group
Crestwood Advisors Group
Massachusetts
$240K $0 1 0.04% Maintained
1702
Balasa Dinverno & Foltz
Balasa Dinverno & Foltz
$236K -$7.8K 1 0.03% Reduced
1703
Steinberg Global Asset Management
Steinberg Global Asset Management
Florida
$236K $0 1 0.05% Maintained
1704
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$235K -$60.2K 1 0.01% Reduced
1705
MBT
Monroe Bank & Trust
Michigan
$234K +$190K 3 0.08% Increased
1706
FSA
Financial Sense Advisors
California
$232K -$2.69M 1 0.09% Reduced
1707
Albion Financial Group
Albion Financial Group
Utah
$231K $0 1 0.04% Maintained
1708
Drexel Morgan & Co
Drexel Morgan & Co
Pennsylvania
$230K $0 1 0.26% Maintained
1709
Zeke Capital Advisors
Zeke Capital Advisors
Pennsylvania
$230K +$240K 1 0.18% New
1710
Cetera Advisors
Cetera Advisors
Colorado
$228K -$453K 1 0.02% Reduced
1711
WAM
Westport Asset Management
Connecticut
$228K $0 1 0.16% Maintained
1712
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$227K -$215K 1 0.02% Reduced
1713
IFS
Ifrah Financial Services
Arkansas
$227K -$12.4K 1 0.09% Reduced
1714
Stillwater Capital Advisors
Stillwater Capital Advisors
Pennsylvania
$227K +$218K 1 0.07% New
1715
Algert Global
Algert Global
California
$226K +$212K 1 0.13% New
1716
Alpha Capital Management
Alpha Capital Management
Texas
$226K +$238K 1 0.16% New
1717
TCOT
Trust Company of Toledo
Ohio
$226K -$150K 1 0.07% Reduced
1718
PFM
Parsec Financial Management
North Carolina
$225K -$6.34K 1 0.02% Reduced
1719
RCM
Reynolds Capital Management
Nevada
$224K -$283K 1 0.19% Reduced
1720
SCP
Syntal Capital Partners
Texas
$224K +$20.3K 1 0.13% Increased
1721
Vident Investment Advisory
Vident Investment Advisory
Georgia
$224K +$236K 1 0.08% New
1722
Focused Wealth Management
Focused Wealth Management
New York
$221K -$515 4 0.16% Reduced
1723
GGPS
Gary Goldberg Planning Services
New York
$221K +$6.29K 5 0.09% Increased
1724
FDS
First Dallas Securities
Texas
$218K +$34.1K 1 0.14% Increased
1725
VNA
VNBTrust National Association
Virginia
$218K $0 1 0.1% Maintained