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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
1951
WPA
West Paces Advisors
Georgia
$187K +$187K 6 0.18% New
1952
FAN
Financial Advisors Network
California
$186K +$167K 2 0.16% New
1953
EWM
Edge Wealth Management
New York
$182K $0 6 0.07% Maintained
1954
SC
SRB Corp
Massachusetts
$182K +$13.9K 1 0.03% Increased
1955
WVP
Worth Venture Partners
New Jersey
$172K +$166K 1 0.18% New
1956
IR
IAT Reinsurance
New York
$168K $0 1 0.03% Maintained
1957
SC
Selz Capital
New York
$166K -$20.8K 1 0.04% Reduced
1958
FI
FCM Investments
Texas
$163K +$162K 2 0.1% New
1959
RA
Rational Advisors
New York
$162K -$37.8K 1 0.15% Reduced
1960
IF
Ironwood Financial
Arizona
$160K +$38.3K 5 0.11% Increased
1961
JFA
JNBA Financial Advisors
Minnesota
$158K -$727K 5 0.04% Reduced
1962
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$157K +$123K 2 0.17% Increased
1963
Frontier Capital Management
Frontier Capital Management
Massachusetts
$157K -$54.9M 1 0% Reduced
1964
LA
Lucus Advisors
New York
$157K +$182K 1 0.37% New
1965
ECM
Elgethun Capital Management
South Dakota
$153K +$153K 4 0.12% New
1966
KKAMG
Kernodle & Katon Asset Management Group
Arkansas
$149K +$13.5K 2 0.09% Increased
1967
Balentine LLC
Balentine LLC
Georgia
$147K +$17.6K 6 0.02% Increased
1968
BBP
Banco BTG Pactual
Brazil
$147K +$153K 1 0.08% New
1969
SGAM
Smith Group Asset Management
Texas
$147K -$15K 1 0% Reduced
1970
PO
Private Ocean
California
$146K $0 4 0.1% Maintained
1971
1CM
1492 Capital Management
Wisconsin
$143K +$138K 1 0.11% New
1972
BRC
Bell Rock Capital
Delaware
$143K +$140K 4 0.15% New
1973
JCM
Jacobi Capital Management
Pennsylvania
$143K -$51.3K 5 0.09% Reduced
1974
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$137K $0 1 0.02% Maintained
1975
DWM
Dorchester Wealth Management
Quebec, Canada
$137K +$123K 1 0.05% New