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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
1751
Stonehage Fleming Financial Services
Stonehage Fleming Financial Services
Jersey
$294K +$96.7K 2 0.02% Increased
1752
EWM
Evermay Wealth Management
Virginia
$293K $0 1 0.15% Maintained
1753
OBWP
O'Brien Wealth Partners
Massachusetts
$290K $0 1 0.2% Maintained
1754
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$290K +$303K 1 0.03% New
1755
EDRS
Edmond de Rothschild (Suisse)
Switzerland
$288K +$116K 3 0.1% Increased
1756
FM
Forward Management
California
$288K -$1.44M 1 0.02% Reduced
1757
JCM
Janney Capital Management
Pennsylvania
$288K +$10.4K 1 0.02% Increased
1758
Coldstream Capital Management
Coldstream Capital Management
Washington
$287K -$497K 1 0.05% Reduced
1759
Zevenbergen Capital Investments
Zevenbergen Capital Investments
Washington
$285K +$26.2K 1 0.01% Increased
1760
QCMC
Quantum Capital Management (California)
California
$282K -$33K 1 0.04% Reduced
1761
BOS
Bingham Osborn & Scarborough
California
$279K $0 1 0.03% Maintained
1762
EA
Elm Advisors
California
$279K $0 1 0.27% Maintained
1763
HI
Hudock Inc
Pennsylvania
$279K +$8.42K 4 0.15% Increased
1764
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$278K +$290K 1 0.11% New
1765
RIM
Regent Investment Management
Kentucky
$274K +$287K 1 0.15% New
1766
BPCA
Bank Pictet & Cie (Asia)
Singapore
$273K $0 1 0.17% Maintained
1767
LBG
Lloyds Banking Group
United Kingdom
$272K $0 1 2.24% Maintained
1768
DHFB
Dixon Hubard Feinour & Brown
Virginia
$271K +$11.7K 1 0.09% Increased
1769
AI
ArchPoint Investors
Florida
$269K -$223K 1 0.15% Reduced
1770
DRD
Dennis R. Delaney
$269K -$203K 1 0.57% Reduced
1771
Ronald Blue & Co
Ronald Blue & Co
Georgia
$269K -$181K 1 0.01% Reduced
1772
Choreo LLC
Choreo LLC
Illinois
$268K +$277K 1 0.05% New
1773
PBO
Peoples Bank (Ohio)
Ohio
$268K $0 1 0.17% Maintained
1774
WAM
Westport Asset Management
Connecticut
$268K $0 1 0.25% Maintained
1775
AP
Atwood & Palmer
Missouri
$267K -$69.9K 2 0.05% Reduced