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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
1826
LFR
Lehman Financial Resources
Pennsylvania
$213K $0 1 0.12% Maintained
1827
GFG
Gray Financial Group
Georgia
$212K $0 1 0.09% Maintained
1828
MCWS
McKinley Carter Wealth Services
West Virginia
$212K -$702K 1 0.11% Reduced
1829
AIM
Assured Investment Management
New York
$211K -$1.76M 1 0% Reduced
1830
AIS
Accurate Investment Solutions
Pennsylvania
$209K +$258 3 0.19% Increased
1831
ERIM
Eagle Ridge Investment Management
Connecticut
$209K -$22.9K 1 0.05% Reduced
1832
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$208K +$212K 1 0.05% New
1833
RWA
RGT Wealth Advisors
Texas
$207K +$205K 1 0.13% New
1834
Buckingham Strategic Wealth
Buckingham Strategic Wealth
Missouri
$206K -$186K 1 0.07% Reduced
1835
CBA
Coastal Bridge Advisors
Connecticut
$205K +$208K 1 0.1% New
1836
ICM
IMS Capital Management
Oregon
$204K -$153K 1 0.24% Reduced
1837
Vaughan David Investments
Vaughan David Investments
Illinois
$203K +$206K 1 0.01% New
1838
YMRC
Yorktown Management & Research Company
Virginia
$203K +$207K 1 0.04% New
1839
SFI
SPC Financial Inc
Maryland
$202K +$205K 1 0.07% New
1840
SIA
Starfire Investment Advisers
Michigan
$201K +$192K 1 0.12% New
1841
OC
Oakworth Capital
Alabama
$198K -$112K 4 0.07% Reduced
1842
AIM
Advantage Investment Management
Iowa
$197K +$69 6 0.07% Increased
1843
AWM
AllSquare Wealth Management
New York
$197K $0 4 0.19% Maintained
1844
RA
Rational Advisors
New York
$197K +$185K 1 0.13% New
1845
Allworth Financial
Allworth Financial
California
$196K +$11.7K 7 0.02% Increased
1846
IR
IAT Reinsurance
New York
$193K $0 1 0.04% Maintained
1847
JCM
Jacobi Capital Management
Pennsylvania
$186K +$78 6 0.09% Increased
1848
KPCM
Kings Point Capital Management
New York
$185K $0 3 0.05% Maintained
1849
EWM
Edge Wealth Management
New York
$181K $0 6 0.08% Maintained
1850
EMG
Ellington Management Group
Connecticut
$181K +$23.8K 1 0.05% Increased