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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
1851
RAM
Riggs Asset Management
Pennsylvania
$50K $0 1 0.02% Maintained
1852
ADL
Asset Dedication LLC
California
$49K +$49.8K 5 0.03% New
1853
PFS
Physicians Financial Services
North Carolina
$48K +$47.3K 2 0.04% New
1854
AA
Apriem Advisors
California
$47K -$1.37M 3 0.02% Reduced
1855
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$47K $0 1 0.01% Maintained
1856
SIM
Sonora Investment Management
Arizona
$45K -$57.8K 4 0.01% Reduced
1857
DMK
David M. Knott
$41.2K $0 1 0.01% Maintained
1858
TCM
Tradewinds Capital Management
Washington
$40K -$1.07K 5 0.03% Reduced
1859
PCP
Proficio Capital Partners
Massachusetts
$37K +$37.5K 8 0.04% New
1860
DPA
Delphi Private Advisors
California
$36K +$35.9K 4 0.06% New
1861
NCMG
NCM Capital Management Group
North Carolina
$34K $0 1 0.4% Maintained
1862
SIG
Stanford Investment Group
California
$32K $0 2 0.02% Maintained
1863
AWMS
Advocacy Wealth Management Services
Georgia
$31K +$30.7K 1 0.04% New
1864
RBC
Roble Belko & Company
Pennsylvania
$31K $0 2 0.02% Maintained
1865
TIM
Tortoise Investment Management
New York
$31K +$25.4K 3 0.01% Increased
1866
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$29K $0 1 0% Maintained
1867
SFG
Sage Financial Group
Pennsylvania
$29K $0 1 0.01% Maintained
1868
CAL
Capital Advisors Ltd
Ohio
$28K $0 3 0.01% Maintained
1869
RWG
Regal Wealth Group
California
$28K +$27.2K 2 0.03% New
1870
SFPM
Sensible Financial Planning & Management
Massachusetts
$28K $0 1 0.02% Maintained
1871
TSU
TD Securities (USA)
New York
$28K -$45.4K 6 0.25% Reduced
1872
LOT
Lombard Odier Transatlantic
Quebec, Canada
$27K $0 1 0.02% Maintained
1873
PHK
Point72 Hong Kong
Hong Kong
$27K +$27.8K 5 0.09% New
1874
TC
Trust Company
Kansas
$26.4K -$73.8K 1 0.01% Reduced
1875
SJIM
St. Johns Investment Management
Florida
$24K $0 1 0.02% Maintained