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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
WDL
Well Done LLC
Michigan
$262K $0 1 0.09% Maintained
1927
SCA
Snowden Capital Advisors
New York
$261K -$221K 1 0.05% Reduced
1928
DAL
David A. Lorber
$261K +$214K 2 3.55% Increased
1929
FEG
Financial Enhancement Group
Indiana
$261K +$10.8K 1 0.11% Increased
1930
AMCA
Arthur M. Cohen & Associates
Illinois
$259K -$340K 1 0.1% Reduced
1931
LG
Leuthold Group
Minnesota
$259K -$40K 1 0.03% Reduced
1932
FI
FormulaFolio Investments
Michigan
$256K +$255K 1 0.02% New
1933
RPA
Rock Point Advisors
Vermont
$255K $0 1 0.12% Maintained
1934
I
IberiaBank
Louisiana
$254K -$27.6K 1 0.08% Reduced
1935
TCM
Telos Capital Management
California
$254K -$2.24K 1 0.1% Reduced
1936
ECM
Exchange Capital Management
Michigan
$253K -$22.3K 3 0.09% Reduced
1937
FUBT
First United Bank & Trust
Maryland
$253K $0 1 0.17% Maintained
1938
MCTIC
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$253K $0 1 0.05% Maintained
1939
HWM
Highwater Wealth Management
Colorado
$250K +$243K 1 0.6% New
1940
ACM
Aviance Capital Management
Florida
$249K +$249K 4 0.02% New
1941
OC
Oakworth Capital
Alabama
$249K $0 4 0.07% Maintained
1942
CCMD
Cypress Capital Management (Delaware)
Delaware
$247K -$6.2K 1 0.06% Reduced
1943
AGM
Alpine Global Management
New York
$246K -$142K 1 0.08% Reduced
1944
AGU
Alpine Group USVI
U.S. Virgin Islands
$246K +$245K 1 0.08% New
1945
ACM
Armbruster Capital Management
New York
$246K -$6.2K 3 0.13% Reduced
1946
CI
Capital Innovations
Wisconsin
$246K $0 1 0.94% Maintained
1947
KP
Keel Point
Alabama
$246K +$20.9K 1 0.05% Increased
1948
MC
Miles Capital
Iowa
$246K +$239K 1 0.13% New
1949
Mission Wealth Management
Mission Wealth Management
California
$245K +$9.56K 1 0.05% Increased
1950
TNAM
Terra Nova Asset Management
New York
$245K $0 1 0.47% Maintained