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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
Allworth Financial
Allworth Financial
California
$287K -$5.66K 7 0.03% Reduced
1902
CM
Capital Management
Virginia
$285K +$932 1 0.09% Increased
1903
CC
Cognios Capital
Kansas
$285K +$297 1 0.09% Increased
1904
NB
Nicolet Bankshares
Wisconsin
$285K $0 1 0.15% Maintained
1905
I
IberiaBank
Louisiana
$284K -$210K 1 0.09% Reduced
1906
KBFS
Kohmann Bosshard Financial Services
Ohio
$283K $0 1 0.24% Maintained
1907
CWM
Cedar Wealth Management
California
$282K $0 2 0.17% Maintained
1908
Lido Advisors
Lido Advisors
California
$282K -$25.2K 1 0.08% Reduced
1909
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$282K +$272K 1 0.13% New
1910
ECM
Exchange Capital Management
Michigan
$278K -$78.7K 1 0.1% Reduced
1911
GIM
Groesbeck Investment Management
New Jersey
$278K $0 1 0.21% Maintained
1912
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$276K +$286K 1 0.02% New
1913
AWA
Arete Wealth Advisors
Illinois
$275K +$32K 1 0.12% Increased
1914
BCM
Bienville Capital Management
New York
$275K +$1.55K 1 0.06% Increased
1915
LC
Lourd Capital
California
$272K +$263K 1 0.03% New
1916
Clearstead Advisors
Clearstead Advisors
Ohio
$270K +$261K 1 0.04% New
1917
EWM
Evermay Wealth Management
Virginia
$269K $0 1 0.12% Maintained
1918
OIA
Optimum Investment Advisors
Illinois
$268K +$155 1 0.1% Increased
1919
WKWM
Walter & Keenan Wealth Management
Indiana
$267K -$29.5K 1 0.14% Reduced
1920
AIM
Aspen Investment Management
Michigan
$265K $0 1 0.2% Maintained
1921
WDL
Well Done LLC
Michigan
$264K -$2.33K 1 0.09% Reduced
1922
OBWP
O'Brien Wealth Partners
Massachusetts
$262K $0 1 0.15% Maintained
1923
Conestoga Capital Advisors
Conestoga Capital Advisors
Pennsylvania
$261K -$233K 1 0.02% Reduced
1924
DE
Day & Ennis
Georgia
$259K +$1.04K 1 0.25% Increased
1925
TFF
The Family Firm
Maryland
$259K $0 1 0.12% Maintained