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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
1901
LWA
Lenox Wealth Advisors
New York
$55K -$23.8K 3 0.02% Reduced
1902
JSAM
J. Safra Asset Management
New York
$53K -$445K 1 0.09% Reduced
1903
VNA
Valley National Advisers
Pennsylvania
$52K +$35.1K 4 0.03% Increased
1904
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$51K $0 1 0.01% Maintained
1905
TFO
Tarbox Family Office
California
$51K -$3.73K 7 0.04% Reduced
1906
PFS
Physicians Financial Services
North Carolina
$49K -$12.9K 2 0.04% Reduced
1907
TC
Trust Company
Kansas
$49K +$20.8K 3 0.02% Increased
1908
TCM
Tradewinds Capital Management
Washington
$46K -$5.13K 5 0.03% Reduced
1909
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$42K $0 1 0.01% Maintained
1910
DMK
David M. Knott
$39.8K $0 1 0.01% Maintained
1911
RCG
Ruggie Capital Group
Florida
$38K +$635 3 0.03% Increased
1912
SIM
Sonora Investment Management
Arizona
$37.7K -$758 2 0.01% Reduced
1913
ADL
Asset Dedication LLC
California
$36K -$12.7K 3 0.03% Reduced
1914
RBC
Roble Belko & Company
Pennsylvania
$36K $0 2 0.02% Maintained
1915
NCMG
NCM Capital Management Group
North Carolina
$35K -$2.4K 1 0.43% Reduced
1916
IAS
INR Advisory Services
Pennsylvania
$31K +$28.1K 1 0.01% New
1917
SAM
Shamrock Asset Management
Texas
$31K $0 2 0.02% Maintained
1918
DPA
Delphi Private Advisors
California
$30K -$86K 3 0.06% Reduced
1919
LOT
Lombard Odier Transatlantic
Quebec, Canada
$30K $0 1 0.03% Maintained
1920
Pathstone Family Office
Pathstone Family Office
New Jersey
$29K +$18.7K 2 0.03% Increased
1921
CAL
Capital Advisors Ltd
Ohio
$28K $0 3 0.01% Maintained
1922
SFG
Sage Financial Group
Pennsylvania
$28K $0 1 0.01% Maintained
1923
WA
Winfield Associates
Ohio
$28K -$1.83K 5 0.02% Reduced
1924
RWG
Regal Wealth Group
California
$27K $0 2 0.03% Maintained
1925
FMP
Financial Management Professionals
Texas
$26K +$26.7K 2 0.01% New