← All themes

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
NCM
New Capital Management
Texas
$84K +$82.8K 2 0.12% New
2002
SCM
Segantii Capital Management
Hong Kong
$83K +$66.1K 2 0.02% New
2003
IWC
Integrated Wealth Counsel
California
$79K $0 2 0.17% Maintained
2004
LYV
Live Your Vision
Pennsylvania
$79K -$8.06K 6 0.03% Reduced
2005
TCM
Tradewinds Capital Management
Washington
$79K -$928 5 0.05% Reduced
2006
MWM
MinichMacGregor Wealth Management
New York
$76K +$439 6 0.07% Increased
2007
CJA
C-J Advisory
California
$75K $0 3 0.07% Maintained
2008
BWA
Burt Wealth Advisors
Maryland
$73K $0 3 0.07% Maintained
2009
PCFFS
Pacific Center for Financial Services
California
$73K +$71.8K 3 0.06% New
2010
LCM
Legato Capital Management
California
$71.8K +$67.3K 1 1.3% New
2011
Arax Advisory Partners
Arax Advisory Partners
Colorado
$70K +$69.2K 4 0.04% New
2012
DOA
D'Orazio & Associates
Virginia
$68K $0 2 0.03% Maintained
2013
GWS
Glassman Wealth Services
Virginia
$68K +$26.8K 3 0.05% Increased
2014
JGIA
Jackson Grant Investment Advisers
Connecticut
$66K +$44.1K 1 0.06% Increased
2015
VNA
Valley National Advisers
Pennsylvania
$59K $0 4 0.03% Maintained
2016
TFO
Tarbox Family Office
California
$58K -$544 7 0.03% Reduced
2017
CFD
Creative Financial Designs
Indiana
$57K +$58.3K 5 0.05% New
2018
MIC
MU Investments Company
Japan
$57K -$30.2K 1 0.04% Reduced
2019
SIG
Stanford Investment Group
California
$57K $0 3 0.03% Maintained
2020
DAL
David A. Lorber
$55K +$53.1K 1 0.93% New
2021
AA
Apriem Advisors
California
$54K +$3.84K 6 0.02% Increased
2022
DIA
Davidson Investment Advisors
Montana
$54K -$15.5K 2 0.01% Reduced
2023
RBC
Roble Belko & Company
Pennsylvania
$54K +$17.3K 4 0.03% Increased
2024
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$53K +$52.3K 1 0% New
2025
SIM
Sonora Investment Management
Arizona
$53K +$31.9K 3 0.01% Increased