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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
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$217K -$23.7K 1 0.09% Reduced
1927
Soros Fund Management
Soros Fund Management
New York
$216K +$215K 1 0.01% New
1928
OC
Oakworth Capital
Alabama
$215K +$16.4K 4 0.07% Increased
1929
PTC
Petrus Trust Company
Texas
$215K +$207K 1 0.05% New
1930
SNS Financial Group
SNS Financial Group
Minnesota
$215K +$215K 1 0.06% New
1931
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$214K +$101K 2 0.17% Increased
1932
SWM
Segment Wealth Management
Texas
$213K -$1.49M 1 0.08% Reduced
1933
Capital International Sarl
Capital International Sarl
California
$212K -$187K 1 0.02% Reduced
1934
VNA
VNBTrust National Association
Virginia
$212K +$203K 1 0.12% New
1935
WA1
Wimmer Associates 1
California
$212K +$117 1 0.2% Increased
1936
SCM
Stonebridge Capital Management
California
$211K +$202K 1 0.09% New
1937
LFR
Lehman Financial Resources
Pennsylvania
$210K $0 1 0.12% Maintained
1938
TIA
Tiemann Investment Advisors
California
$210K -$46.6K 1 0.21% Reduced
1939
AWM
AllSquare Wealth Management
New York
$209K +$9.15K 5 0.19% Increased
1940
KP
Keel Point
Alabama
$207K +$206K 1 0.05% New
1941
NIM
Northeast Investment Management
Massachusetts
$207K +$199K 1 0.02% New
1942
WPIC
White Pine Investment Company
Michigan
$207K +$199K 1 0.11% New
1943
AFG
Albion Financial Group
Utah
$206K +$198K 1 0.03% New
1944
CPSAC
Chas P. Smith & Associates (CPS)
Florida
$206K +$198K 1 0.03% New
1945
KAM
Kazazian Asset Management
Florida
$205K $0 1 0.29% Maintained
1946
WI
WrapManager Inc
California
$205K +$4.8K 1 0.08% Increased
1947
Circle Wealth Management
Circle Wealth Management
New Jersey
$203K +$195K 1 0.11% New
1948
RPG
Risk Paradigm Group
Texas
$199K +$27.2K 1 0.22% Increased
1949
IECM
Intrinsic Edge Capital Management
Illinois
$196K +$201K 1 0.08% New
1950
CCS
Crosspoint Capital Strategies
California
$191K +$15 3 0.17% Increased