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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
1926
SFPM
Sensible Financial Planning & Management
Massachusetts
$25K $0 1 0.02% Maintained
1927
CIA
Cascade Investment Advisors
Oregon
$23.4K +$23.4K 2 0.02% New
1928
FPB
First PREMIER Bank
South Dakota
$23K $0 1 0.02% Maintained
1929
AOWM
Alpha Omega Wealth Management
Virginia
$20K -$5K 2 0.02% Reduced
1930
FPTW
Franklin, Parlapiano, Turner & Welch
Texas
$20K -$2K 1 0.01% Reduced
1931
JGIA
Jackson Grant Investment Advisers
Connecticut
$18K +$132 1 0.02% Increased
1932
TIM
Tortoise Investment Management
New York
$18K $0 2 0.01% Maintained
1933
AWMS
Advocacy Wealth Management Services
Georgia
$15K -$15.7K 1 0.01% Reduced
1934
HCM
Herndon Capital Management
Georgia
$14K +$13.1K 7 0% New
1935
PFG
Piershale Financial Group
Illinois
$14K $0 1 0.01% Maintained
1936
SA
SRH Advisors
Kansas
$14K -$1K 2 0.07% Reduced
1937
UMA
USA Mutuals Advisors
Texas
$11K -$3K 3 0.01% Reduced
1938
WA
WealthTrust-Arizona
Arizona
$11K +$273 3 0.01% Increased
1939
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$9K $0 1 0% Maintained
1940
FNYS
First New York Securities
New York
$6.21K $0 2 0% Maintained
1941
CFG
CKW Financial Group
Hawaii
$6K -$10.9K 1 0% Reduced
1942
WCM
Wealthcare Capital Management
Virginia
$6K $0 2 0% Maintained
1943
DSN
D. Scott Neal
Kentucky
$5K +$5.53K 1 0% New
1944
LWA
Lowe Wealth Advisors
Maryland
$5K $0 2 0% Maintained
1945
WAS
Winch Advisory Services
Wisconsin
$5K $0 1 0.01% Maintained
1946
CP
Corbenic Partners
Pennsylvania
$4K $0 1 0% Maintained
1947
WCBA
Weaver C. Barksdale & Associates
Tennessee
$4K $0 1 0.01% Maintained
1948
CFS
Commonwealth Financial Services
West Virginia
$1K $0 1 0% Maintained
1949
NR
Newfound Research
Massachusetts
$1K +$630 2 0% New
1950
TFA
Transamerica Financial Advisors
Florida
$1K -$234K 1 0% Reduced