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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
2001
SSA
Sierra Summit Advisors
Nevada
$1.26M +$148K 1 0.14% Increased
2002
RB
Richmond Brothers
Michigan
$1.26M +$1M 1 0.65% New
2003
MEG
Millstone Evans Group
Colorado
$1.26M +$9.93K 15 0.68% Increased
2004
SWM
Sandro Wealth Management
New Jersey
$1.25M +$7.32K 1 0.9% Increased
2005
TDWM
Topel & Distasi Wealth Management
California
$1.25M $0 1 0.6% Maintained
2006
PAM
PVG Asset Management
Colorado
$1.25M $0 1 0.72% Maintained
2007
MSFS
Main Street Financial Solutions
Pennsylvania
$1.24M -$8.91K 3 0.08% Reduced
2008
ESB
Essex Savings Bank
Connecticut
$1.24M -$54.1K 2 0.27% Reduced
2009
KCM
Kathmere Capital Management
Pennsylvania
$1.24M -$141K 3 0.07% Reduced
2010
RFN
RDA Financial Network
Iowa
$1.23M +$17.4K 1 0.27% Increased
2011
CFP
Catalyst Financial Partners
Massachusetts
$1.23M +$498K 3 0.12% Increased
2012
CJ
Caitlin John
Michigan
$1.23M +$136K 12 0.67% Increased
2013
UFF
USA Financial Formulas
Michigan
$1.23M +$850K 12 0.22% Increased
2014
KWM
Keebeck Wealth Management
Illinois
$1.23M -$1.58M 3 0.12% Reduced
2015
VDC
Van Diest Capital
Iowa
$1.22M -$292K 3 1.1% Reduced
2016
EAM
Everstar Asset Management
North Carolina
$1.22M -$17.6K 1 0.59% Reduced
2017
RPCONE
Retirement Planning Company of New England
Rhode Island
$1.22M -$410K 3 0.44% Reduced
2018
Salem Investment Counselors
Salem Investment Counselors
North Carolina
$1.21M -$18.3K 8 0.03% Reduced
2019
MC
Meteora Capital
Florida
$1.21M -$114K 1 0.1% Reduced
2020
RI
Ridgewood Investments
New Jersey
$1.21M +$185K 2 0.45% Increased
2021
GAA
Green Alpha Advisors
Colorado
$1.21M +$12.5K 3 0.81% Increased
2022
KCM
Kendall Capital Management
Maryland
$1.21M +$1.24M 1 0.2% New
2023
AW
Apricus Wealth
South Carolina
$1.21M $0 2 0.58% Maintained
2024
ACA
Aspire Capital Advisors
Washington
$1.2M -$98.3K 3 0.23% Reduced
2025
BOH
Bank of Hawaii
Hawaii
$1.2M +$762K 1 0.06% Increased