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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
AA
Apriem Advisors
California
$47K -$32.4K 4 0.01% Reduced
1902
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$44K $0 1 0.01% Maintained
1903
DMK
David M. Knott
$41K $0 1 0.02% Maintained
1904
FPB
First PREMIER Bank
South Dakota
$40K +$19.2K 4 0.03% Increased
1905
GWS
Glassman Wealth Services
Virginia
$38K -$24.7K 2 0.03% Reduced
1906
RCG
Ruggie Capital Group
Florida
$38K -$2K 1 0.03% Reduced
1907
NCMG
NCM Capital Management Group
North Carolina
$36K $0 1 0.44% Maintained
1908
RBC
Roble Belko & Company
Pennsylvania
$36K $0 2 0.02% Maintained
1909
JSAM
J. Safra Asset Management
New York
$31K -$23.7K 1 0.05% Reduced
1910
LOT
Lombard Odier Transatlantic
Quebec, Canada
$31K $0 1 0.03% Maintained
1911
Pathstone Family Office
Pathstone Family Office
New Jersey
$31K +$142 2 0.03% Increased
1912
CAL
Capital Advisors Ltd
Ohio
$30K $0 3 0.01% Maintained
1913
JAM
Jolley Asset Management
North Carolina
$30K +$32.4K 1 0.02% New
1914
SJIM
St. Johns Investment Management
Florida
$30K -$23.5K 1 0.03% Reduced
1915
TC
Trust Company
Kansas
$30K -$21.1K 3 0.01% Reduced
1916
SFG
Sage Financial Group
Pennsylvania
$29K $0 1 0.01% Maintained
1917
WA
Winfield Associates
Ohio
$29K $0 5 0.02% Maintained
1918
RWG
Regal Wealth Group
California
$28K +$267 2 0.03% Increased
1919
SFPM
Sensible Financial Planning & Management
Massachusetts
$27K $0 1 0.02% Maintained
1920
IAS
INR Advisory Services
Pennsylvania
$26K $0 1 0% Maintained
1921
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$25.9K +$26.3K 1 0.03% New
1922
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$23K +$1.91K 2 0.01% Increased
1923
SIM
Sonora Investment Management
Arizona
$21.1K -$15.1K 2 0% Reduced
1924
AOWM
Alpha Omega Wealth Management
Virginia
$20K $0 2 0.02% Maintained
1925
EWM
Elite Wealth Management
Washington
$19K +$19.7K 1 0.03% New