← All themes

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
1901
MC
Mirabaud & Cie
Switzerland
$1.51M -$1.1M 2 0.61% Reduced
1902
CA
Callahan Advisors
Texas
$1.51M -$206K 1 0.11% Reduced
1903
PFWA
Paces Ferry Wealth Advisors
Georgia
$1.51M -$2.39K 1 0.56% Reduced
1904
BWP
Burling Wealth Partners
Illinois
$1.51M -$74.5K 2 0.22% Reduced
1905
CCG
Chatham Capital Group
Georgia
$1.51M +$1.04K 1 0.19% Increased
1906
AIM
Aigen Investment Management
New York
$1.51M -$1.55M 5 0.41% Reduced
1907
MFP
Meramec Financial Planners
Missouri
$1.51M -$17K 10 0.55% Reduced
1908
Accredited Investors
Accredited Investors
Minnesota
$1.51M -$211K 3 0.07% Reduced
1909
SJIM
St. Johns Investment Management
Florida
$1.5M +$58.9K 2 0.57% Increased
1910
Western Wealth Management
Western Wealth Management
Colorado
$1.49M +$8.49K 2 0.05% Increased
1911
PTP
Platform Technology Partners
New York
$1.49M +$413K 3 0.24% Increased
1912
TIAA Wealth Investment Management
TIAA Wealth Investment Management
New York
$1.49M -$15.4K 8 0.01% Reduced
1913
AFA
AA Financial Advisors
Ohio
$1.49M -$96K 1 0.18% Reduced
1914
RPGK
Retirement Planning Group (Kansas)
Kansas
$1.49M +$114K 2 0.04% Increased
1915
TCWA
Turtle Creek Wealth Advisors
Texas
$1.48M +$397K 3 0.08% Increased
1916
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$1.48M +$33.6K 2 0.06% Increased
1917
Aviso Financial
Aviso Financial
Ontario, Canada
$1.48M +$55.2K 1 0.05% Increased
1918
Geneos Wealth Management
Geneos Wealth Management
Colorado
$1.48M -$160K 16 0.03% Reduced
1919
MCRM
Midway Capital Research & Management
Illinois
$1.48M +$26.8K 2 1.17% Increased
1920
Howard Capital Management
Howard Capital Management
Georgia
$1.48M +$815K 2 0.02% Increased
1921
BPW
BLVD Private Wealth
Kentucky
$1.48M +$100K 1 1.1% Increased
1922
LGA
Lebenthal Global Advisors
New York
$1.47M +$90.4K 2 0.2% Increased
1923
AIMA
Ables Iannone Moore & Associates
Georgia
$1.47M -$36.2K 1 0.78% Reduced
1924
BO
Bank OZK
Arkansas
$1.47M -$276K 1 0.44% Reduced
1925
TSMHT
Thurston Springer Miller Herd & Titak
Indiana
$1.47M -$152K 10 0.53% Reduced