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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
1776
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$262K -$49.3K 1 0.09% Reduced
1777
EWM
Evermay Wealth Management
Virginia
$259K $0 1 0.13% Maintained
1778
EA
Elm Advisors
California
$257K $0 1 0.24% Maintained
1779
HI
Hudock Inc
Pennsylvania
$256K -$19.2K 4 0.15% Reduced
1780
NIA
Northstar Investment Advisors
Colorado
$254K $0 1 0.06% Maintained
1781
TNAM
Terra Nova Asset Management
New York
$253K $0 1 0.55% Maintained
1782
LBG
Lloyds Banking Group
United Kingdom
$251K -$28.5K 1 2.26% Reduced
1783
EDRM
Edmond de Rothschild (Monaco)
Monaco
$250K +$259K 2 0.22% New
1784
LCM
LVM Capital Management
Michigan
$250K +$156K 1 0.08% Increased
1785
TCM
Telos Capital Management
California
$250K -$4.27K 1 0.12% Reduced
1786
IFS
Ifrah Financial Services
Arkansas
$249K -$622K 1 0.1% Reduced
1787
OBWP
O'Brien Wealth Partners
Massachusetts
$248K $0 1 0.16% Maintained
1788
LCM
Landscape Capital Management
New Jersey
$247K -$929K 1 0.03% Reduced
1789
RPA
Rock Point Advisors
Vermont
$247K +$10.5K 1 0.13% Increased
1790
TFF
The Family Firm
Maryland
$247K $0 1 0.12% Maintained
1791
BDF
Balasa Dinverno & Foltz
$242K +$246K 1 0.04% New
1792
IWMPD
Integrated Wealth Management (Palm Desert)
California
$242K -$36.4K 7 0.09% Reduced
1793
SWM
SVA Wealth Management
Wisconsin
$241K +$245K 1 0.04% New
1794
SC
Selz Capital
New York
$240K $0 1 0.06% Maintained
1795
ACM
Armbruster Capital Management
New York
$239K -$6K 3 0.15% Reduced
1796
CBN
Cadence Bank NA
Texas
$239K -$11.2K 1 0.11% Reduced
1797
VWA
V Wealth Advisors
Kansas
$238K -$10.3K 1 0.19% Reduced
1798
SGAM
Steinberg Global Asset Management
Florida
$237K $0 1 0.04% Maintained
1799
CI
Capital Innovations
Wisconsin
$236K -$50.8K 1 0.59% Reduced
1800
TIA
Tiemann Investment Advisors
California
$234K +$267 1 0.21% Increased