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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
WAM
Westport Asset Management
Connecticut
$297K +$304K 1 0.3% New
1852
Brinker Capital Investments
Brinker Capital Investments
Pennsylvania
$295K +$113K 3 0.01% Increased
1853
SBSB
Sullivan, Bruyette, Speros & Blaney
Virginia
$294K -$41.1K 1 0.03% Reduced
1854
FTI
Fiduciary Trust International
Massachusetts
$293K $0 1 0.1% Maintained
1855
AP
Atwood & Palmer
Missouri
$291K $0 2 0.05% Maintained
1856
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$289K $0 1 0.1% Maintained
1857
RPA
Rock Point Advisors
Vermont
$288K +$15.3K 1 0.15% Increased
1858
HI
Hudock Inc
Pennsylvania
$287K +$15.5K 4 0.16% Increased
1859
NPA
Nichols & Pratt Advisers
Massachusetts
$286K +$32.2K 1 0.03% Increased
1860
HCA
Heck Capital Advisors
Wisconsin
$286K +$286K 1 0.21% New
1861
Lido Advisors
Lido Advisors
California
$282K +$271K 1 0.07% New
1862
LJAC
L.J. Altfest & Co
New York
$281K -$11.7K 1 0.14% Reduced
1863
CIP
Capital Insight Partners
Arizona
$280K $0 1 0.28% Maintained
1864
CAM
Concorde Asset Management
Michigan
$280K -$1.51M 1 0.5% Reduced
1865
Group One Trading
Group One Trading
Illinois
$280K -$66.3K 8 0% Reduced
1866
JGC
J. Goldman & Co
New York
$280K +$269K 1 0.02% New
1867
RI
Ridgewood Investments
New Jersey
$279K +$268K 1 0.33% New
1868
B
Bridgeworth
Alabama
$274K +$258K 1 0.15% New
1869
KBFS
Kohmann Bosshard Financial Services
Ohio
$274K +$261K 1 0.25% New
1870
EA
Elm Advisors
California
$271K $0 1 0.24% Maintained
1871
CWA
Cypress Wealth Advisors
California
$268K -$1.29K 1 0.12% Reduced
1872
WKWM
Walter & Keenan Wealth Management
Indiana
$268K +$26.5K 1 0.14% Increased
1873
CIAS
Capital Investment Advisory Services
North Carolina
$267K +$257K 1 0.23% New
1874
EEG
E.E. Geduld
$266K +$257K 1 0.15% New
1875
NB
Nicolet Bankshares
Wisconsin
$266K $0 1 0.15% Maintained