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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
DLG
Daniel L. Goodwin
$233K $0 1 0.08% Maintained
1802
RCIM
Russell Clark Investment Management
United Kingdom
$232K +$229K 1 0.05% New
1803
SCM
Stevens Capital Management
Pennsylvania
$232K -$2.23M 1 0.01% Reduced
1804
CM
Capital Management
Virginia
$231K +$1.33K 1 0.09% Increased
1805
CBU
CIBC Bank USA
Illinois
$231K -$24.1K 1 0.03% Reduced
1806
FUBT
First United Bank & Trust
Maryland
$231K $0 1 0.19% Maintained
1807
WI
WrapManager Inc
California
$230K -$3.12K 1 0.09% Reduced
1808
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$228K +$226K 1 0.16% New
1809
PM
Parametrica Management
Hong Kong
$226K -$362K 1 0.62% Reduced
1810
DE
Day & Ennis
Georgia
$225K +$235K 1 0.24% New
1811
ZB
Zions Bancorporation
Utah
$224K -$1K 7 0.04% Reduced
1812
BCM
Bienville Capital Management
New York
$220K $0 1 0.06% Maintained
1813
SRSA
S.R. Schill & Associates
Washington
$220K $0 1 0.14% Maintained
1814
WA1
Wimmer Associates 1
California
$220K $0 1 0.2% Maintained
1815
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$219K -$305K 1 0.09% Reduced
1816
CIP
Capital Insight Partners
Arizona
$219K +$208K 1 0.21% New
1817
CCMD
Cypress Capital Management (Delaware)
Delaware
$219K -$4K 1 0.07% Reduced
1818
MFW
Meristem Family Wealth
Minnesota
$219K $0 1 0.09% Maintained
1819
OIA
Optimum Investment Advisors
Illinois
$219K +$222K 1 0.08% New
1820
WKWM
Walter & Keenan Wealth Management
Indiana
$218K $0 1 0.12% Maintained
1821
FEG
Financial Enhancement Group
Indiana
$217K +$212K 1 0.12% New
1822
AIM
Aspen Investment Management
Michigan
$216K $0 1 0.17% Maintained
1823
NEPWA
New England Private Wealth Advisors
Massachusetts
$216K +$400 1 0.08% Increased
1824
SM
Sciencast Management
New Jersey
$215K -$992K 1 0.64% Reduced
1825
DM
Diker Management
New York
$213K -$171K 1 0.08% Reduced