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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
CCM
Carlson Capital Management
Minnesota
$329K $0 1 0.11% Maintained
1727
CWM
Confluence Wealth Management
Oregon
$324K -$64.1K 1 0.16% Reduced
1728
CHC
City Holding Co
West Virginia
$322K -$3K 5 0.14% Reduced
1729
WA
Wheatland Advisors
Pennsylvania
$321K $0 1 0.3% Maintained
1730
SG
Swarthmore Group
Pennsylvania
$319K $0 1 0.06% Maintained
1731
PRS
Pinkerton Retirement Specialists
Idaho
$316K -$8K 6 0.13% Reduced
1732
Hills Bank & Trust
Hills Bank & Trust
Iowa
$314K -$15.6K 1 0.11% Reduced
1733
JIC
Joel Isaacson & Co
New York
$312K $0 7 0.06% Maintained
1734
BIM
Baldwin Investment Management
Pennsylvania
$311K $0 1 0.13% Maintained
1735
EAM
Evanson Asset Management
California
$310K $0 1 0.09% Maintained
1736
SHCM
Stokes & Hubbell Capital Management
Louisiana
$310K +$1.33K 1 0.13% Increased
1737
B
BancorpSouth
Mississippi
$305K +$2.89K 1 0.03% Increased
1738
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$305K +$3.47K 1 0.03% Increased
1739
FTI
Fiduciary Trust International
Massachusetts
$304K $0 1 0.26% Maintained
1740
LJAC
L.J. Altfest & Co
New York
$304K +$302K 1 0.2% New
1741
RIM
Regent Investment Management
Kentucky
$304K +$18.7K 1 0.16% Increased
1742
JCM
Janney Capital Management
Pennsylvania
$300K $0 1 0.01% Maintained
1743
TDC
Thompson Davis & Co
Virginia
$297K -$188K 9 0.52% Reduced
1744
Bridgewater Associates
Bridgewater Associates
Connecticut
$296K -$1.58M 1 0% Reduced
1745
BW
Bison Wealth
Georgia
$295K -$24K 1 0.25% Reduced
1746
BOS
Bingham Osborn & Scarborough
California
$290K $0 1 0.03% Maintained
1747
PCP
Proficio Capital Partners
Massachusetts
$288K +$108K 10 0.17% Increased
1748
FI
FormulaFolio Investments
Michigan
$287K +$268K 1 0.04% New
1749
CHP
Cable Hill Partners
Oregon
$286K +$93.8K 12 0.2% Increased
1750
Destination Wealth Management
Destination Wealth Management
California
$285K +$289K 1 0.02% New