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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
1976
KPP
Kings Path Partners
Texas
$1.32M +$140K 4 0.35% Increased
1977
BWM
Buckley Wealth Management
Nevada
$1.32M -$109K 1 0.33% Reduced
1978
KFG
Kingdom Financial Group
Arizona
$1.32M +$114K 8 0.34% Increased
1979
RGC
Roberts, Glore & Co
Illinois
$1.32M +$161K 2 0.33% Increased
1980
HNW
High Note Wealth
Minnesota
$1.32M -$169K 16 0.22% Reduced
1981
BHWM
Bar Harbor Wealth Management
New Hampshire
$1.32M -$624K 2 0.07% Reduced
1982
SIP
Stoneridge Investment Partners
Pennsylvania
$1.31M -$438K 3 0.86% Reduced
1983
Kingswood Wealth Advisors
Kingswood Wealth Advisors
California
$1.31M +$695K 3 0.05% Increased
1984
CWM
Connecticut Wealth Management
Connecticut
$1.31M -$59.6K 2 0.05% Reduced
1985
EWA
Exit Wealth Advisors
Georgia
$1.31M -$256K 2 0.59% Reduced
1986
Picton Mahoney Asset Management
Picton Mahoney Asset Management
Ontario, Canada
$1.3M -$3.14M 5 0.01% Reduced
1987
Edgewood Management
Edgewood Management
Connecticut
$1.3M $0 1 0.01% Maintained
1988
TCM
Tufton Capital Management
Maryland
$1.3M -$67.3K 1 0.22% Reduced
1989
RWM
Revisor Wealth Management
Ohio
$1.3M +$55.6K 3 0.31% Increased
1990
JFGLC
Johnson Financial Group LLC (Colorado)
Colorado
$1.3M -$18.7K 1 0.07% Reduced
1991
DBRC
D.B. Root & Company
Pennsylvania
$1.29M +$207K 2 0.27% Increased
1992
Bragg Financial Advisors
Bragg Financial Advisors
North Carolina
$1.29M -$39.2K 2 0.03% Reduced
1993
LEA
Legacy Edge Advisors
New York
$1.29M +$58.8K 2 0.12% Increased
1994
GIM
Goelzer Investment Management
Indiana
$1.28M -$149K 2 0.06% Reduced
1995
OIA
Oakmont Investment Advisors
Pennsylvania
$1.27M +$1.24M 1 0.88% New
1996
MFG
Mustico Financial Group
New York
$1.27M +$78.5K 1 0.83% Increased
1997
AWAU
Alliance Wealth Advisors (Utah)
Utah
$1.27M -$489K 3 0.24% Reduced
1998
Circle Wealth Management
Circle Wealth Management
New Jersey
$1.26M -$2.84K 2 0.02% Reduced
1999
KFA
Kelleher Financial Advisors
New York
$1.26M +$546K 7 0.18% Increased
2000
CIC
Canal Insurance Company
South Carolina
$1.26M $0 1 0.28% Maintained