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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
1726
EAM
Evanson Asset Management
California
$261K -$79K 1 0.09% Reduced
1727
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$261K +$5.63K 1 0.1% Increased
1728
OBWP
O'Brien Wealth Partners
Massachusetts
$259K $0 1 0.2% Maintained
1729
LBG
Lloyds Banking Group
United Kingdom
$256K +$224K 1 2.09% Increased
1730
PFM
Parsec Financial Management
North Carolina
$254K -$479 1 0.03% Reduced
1731
ECM
Exchange Capital Management
Michigan
$253K +$2.64K 1 0.11% Increased
1732
NB
Nicolet Bankshares
Wisconsin
$253K $0 1 0.18% Maintained
1733
CC
Cognios Capital
Kansas
$250K +$716 1 0.09% Increased
1734
SFG
SevenBridge Financial Group
Pennsylvania
$250K +$2.96M 1 0.02% New
1735
CWA
Cypress Wealth Advisors
California
$249K -$637 1 0.11% Reduced
1736
TNAM
Terra Nova Asset Management
New York
$249K $0 1 0.29% Maintained
1737
CCM
Compton Capital Management
Rhode Island
$247K $0 1 0.14% Maintained
1738
PWW
Pettyjohn Wood & White
Virginia
$245K +$18.5K 1 0.1% Increased
1739
WAM
Westport Asset Management
Connecticut
$245K $0 1 0.22% Maintained
1740
BOS
Bingham Osborn & Scarborough
California
$244K -$334K 1 0.03% Reduced
1741
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$243K -$34.5K 1 0.01% Reduced
1742
EWM
Evermay Wealth Management
Virginia
$239K -$11.4K 1 0.13% Reduced
1743
KA
KLCM Advisors
Wisconsin
$237K -$21.9K 1 0.08% Reduced
1744
Aspiriant LLC
Aspiriant LLC
California
$235K +$220K 1 0.02% New
1745
TFA
Transamerica Financial Advisors
Florida
$235K -$28.5K 5 0.02% Reduced
1746
PHS
Pekin Hardy Strauss
Illinois
$233K -$10.3K 1 0.05% Reduced
1747
Vaughan David Investments
Vaughan David Investments
Illinois
$233K +$4.67K 1 0.01% Increased
1748
RDM
Retirement Design & Management
Connecticut
$232K $0 1 0.17% Maintained
1749
RPA
Rock Point Advisors
Vermont
$232K -$133K 1 0.12% Reduced
1750
SGAM
Steinberg Global Asset Management
Florida
$232K $0 1 0.04% Maintained