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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
MCF Advisors
MCF Advisors
Kentucky
$132K +$33.2K 3 0.03% Increased
1977
JWM
Jacobus Wealth Management
Wisconsin
$131K $0 1 0.04% Maintained
1978
WIM
Westside Investment Management
California
$127K +$123K 9 0.09% New
1979
BWM
Baystate Wealth Management
Massachusetts
$126K +$122K 5 0.03% New
1980
SGA
Strategic Global Advisors
California
$126K +$132K 1 0.05% New
1981
AOWM
Alpha Omega Wealth Management
Virginia
$123K +$101K 6 0.06% Increased
1982
FCB
First Command Bank
Texas
$123K +$120K 5 0.1% New
1983
FCFS
First Command Financial Services
Texas
$123K +$120K 5 0.1% New
1984
ARMC
American Research & Management Company
Massachusetts
$120K +$1.71K 6 0.04% Increased
1985
OFW
Omnia Family Wealth
Florida
$116K +$116K 7 0.06% New
1986
ACM
Americafirst Capital Management
California
$115K -$245K 1 0.12% Reduced
1987
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$113K +$98.7K 5 0.15% New
1988
Close Asset Management
Close Asset Management
United Kingdom
$112K +$111K 2 0.02% New
1989
IDBONY
Israel Discount Bank of New York
New York
$107K +$105K 3 0.1% New
1990
JWA
JFS Wealth Advisors
Pennsylvania
$104K -$472K 5 0.03% Reduced
1991
GGHC
Gilder Gagnon Howe & Co
New York
$103K +$105K 1 0% New
1992
RWM
Raffa Wealth Management
District of Columbia
$102K -$121 10 0.05% Reduced
1993
Capital International Inc
Capital International Inc
California
$97K -$93.6K 1 0.01% Reduced
1994
AS
Arxis Securities
New York
$96K +$101K 1 0.13% New
1995
FA
Friess Associates
Delaware
$94K +$93K 1 0.01% New
1996
HRC
Hoertkorn Richard Charles
$93K $0 1 0.06% Maintained
1997
ADL
Asset Dedication LLC
California
$89K $0 3 0.05% Maintained
1998
CBT
Central Bank & Trust
Kentucky
$88K -$3.33K 3 0.02% Reduced
1999
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services
Israel
$87K +$3.63K 1 0.01% Increased
2000
SHJ
Sharkey, Howes & Javer
Colorado
$85K $0 1 0.05% Maintained