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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
1801
NCMG
NCM Capital Management Group
North Carolina
$30K $0 1 0.37% Maintained
1802
RBC
Roble Belko & Company
Pennsylvania
$30K $0 2 0.02% Maintained
1803
GCM
Goldman Capital Management
New York
$29K -$249K 1 0.02% Reduced
1804
SIG
Stanford Investment Group
California
$27K $0 2 0.02% Maintained
1805
LOT
Lombard Odier Transatlantic
Quebec, Canada
$26K $0 1 0.03% Maintained
1806
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$26K +$26.4K 1 0% New
1807
CAL
Capital Advisors Ltd
Ohio
$25K -$30.5K 3 0.01% Reduced
1808
SFG
Sage Financial Group
Pennsylvania
$24K $0 1 0.01% Maintained
1809
SFPM
Sensible Financial Planning & Management
Massachusetts
$23K $0 1 0.02% Maintained
1810
QOP
Quinn Opportunity Partners
Virginia
$22K $0 1 0.01% Maintained
1811
SJIM
St. Johns Investment Management
Florida
$22K $0 1 0.02% Maintained
1812
LBG
Lloyds Banking Group
United Kingdom
$21K $0 1 0.16% Maintained
1813
MUS
Mitsubishi UFJ Securities
Japan
$20K -$3.18K 1 0.14% Reduced
1814
PRS
Pinkerton Retirement Specialists
Idaho
$20K $0 2 0.03% Maintained
1815
SMG
Spectrum Management Group
Indiana
$19K -$963K 1 0.01% Reduced
1816
CGH
Cleary Gull Holdings
Wisconsin
$18K $0 1 0.01% Maintained
1817
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$18K +$19.7K 2 0.01% New
1818
DLHL
Donald L. Hagan LLC
Florida
$16K +$16.2K 2 0.01% New
1819
Pathstone Family Office
Pathstone Family Office
New Jersey
$14K +$15.6K 2 0.04% New
1820
SA
SRH Advisors
Kansas
$13K $0 3 0.08% Maintained
1821
CA
Cumberland Advisors
Florida
$12K -$15.3K 1 0.01% Reduced
1822
FA
Financial Advantage
Maryland
$12K $0 1 0.01% Maintained
1823
PFG
Piershale Financial Group
Illinois
$11K $0 1 0.01% Maintained
1824
VNA
Valley National Advisers
Pennsylvania
$11K $0 3 0.01% Maintained
1825
LWA
Lowe Wealth Advisors
Maryland
$10K +$5.85K 2 0.01% Increased