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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
MIC
Meridian Investment Counsel
California
$614K $0 2 0.38% Maintained
1702
Capital Investment Advisors
Capital Investment Advisors
Georgia
$612K +$50.6K 1 0.05% Increased
1703
BW
Bison Wealth
Georgia
$609K +$3.83K 2 0.53% Increased
1704
NPA
Nichols & Pratt Advisers
Massachusetts
$608K +$293K 2 0.06% Increased
1705
PAA
Peregrine Asset Advisers
Oregon
$601K -$7.7K 1 0.32% Reduced
1706
BWM
Biltmore Wealth Management
Arizona
$600K -$31 1 0.55% Reduced
1707
Savant Capital
Savant Capital
Illinois
$599K +$50.4K 2 0.15% Increased
1708
CBN
Cadence Bank NA
Texas
$598K +$296K 2 0.28% Increased
1709
Sequoia Financial Advisors
Sequoia Financial Advisors
Ohio
$598K $0 1 0.08% Maintained
1710
AMCA
Arthur M. Cohen & Associates
Illinois
$591K +$209K 2 0.26% Increased
1711
BSAM
Blue Sky Asset Management
Colorado
$586K +$569K 1 0.35% New
1712
SCI
Stableford Capital II
Arizona
$586K +$567K 2 0.51% New
1713
PHK
Point72 Hong Kong
Hong Kong
$584K -$12.6K 6 0.76% Reduced
1714
FC
Fayerweather Charles
$581K -$1.95K 2 0.82% Reduced
1715
ARM
Adirondack Research & Management
New York
$580K -$2.97M 1 0.21% Reduced
1716
CCM
Cohen Capital Management
California
$580K $0 1 0.15% Maintained
1717
Koshinski Asset Management
Koshinski Asset Management
Illinois
$580K +$339K 2 0.23% Increased
1718
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$580K +$251K 1 0.15% Increased
1719
RIA
RPG Investment Advisory
California
$578K +$599K 1 0.17% New
1720
LWAC
Laurel Wealth Advisors (California)
California
$574K +$71.6K 1 0.22% Increased
1721
MIP
Marietta Investment Partners
Wisconsin
$574K $0 1 0.19% Maintained
1722
AIM
Acrospire Investment Management
Illinois
$573K -$858K 16 0.47% Reduced
1723
CAW
Cornerstone Advisors (Washington)
Washington
$572K -$18.1K 9 0.31% Reduced
1724
KFA
Kelleher Financial Advisors
New York
$568K -$1.94M 2 1.21% Reduced
1725
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$568K +$548K 1 0.07% New