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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
DVM
Dreman Value Management
Florida
$188K -$525K 2 0.1% Reduced
2002
SC
SRB Corp
Massachusetts
$185K $0 1 0.03% Maintained
2003
JFA
JNBA Financial Advisors
Minnesota
$181K $0 5 0.04% Maintained
2004
IF
Ironwood Financial
Arizona
$180K $0 5 0.12% Maintained
2005
EWM
Edge Wealth Management
New York
$177K $0 5 0.06% Maintained
2006
IAA
Ironsides Asset Advisors
North Carolina
$171K +$188K 1 0.07% New
2007
EA
Evanston Advisors
Illinois
$169K $0 1 0.04% Maintained
2008
FCB
First Command Bank
Texas
$164K +$27.5K 5 0.11% Increased
2009
FCFS
First Command Financial Services
Texas
$164K +$27.5K 5 0.11% Increased
2010
LBG
Lloyds Banking Group
United Kingdom
$163K -$71.2K 1 1.58% Reduced
2011
PO
Private Ocean
California
$160K $0 4 0.1% Maintained
2012
PMFA
Plante Moran Financial Advisors
Michigan
$157K -$48K 7 0.1% Reduced
2013
BRC
Bell Rock Capital
Delaware
$155K +$66 4 0.1% Increased
2014
AIP
Almanack Investment Partners
Pennsylvania
$154K +$155K 1 0.09% New
2015
Capital Analysts LLC
Capital Analysts LLC
Pennsylvania
$151K $0 1 0.02% Maintained
2016
Close Asset Management
Close Asset Management
United Kingdom
$150K $0 4 0.02% Maintained
2017
WPA
West Paces Advisors
Georgia
$150K -$4.36K 5 0.12% Reduced
2018
BWM
Baystate Wealth Management
Massachusetts
$149K +$9.37K 6 0.03% Increased
2019
DWM
Dorchester Wealth Management
Quebec, Canada
$149K $0 1 0.05% Maintained
2020
CCMW
Cypress Capital Management (Wyoming)
Wyoming
$143K -$28.1K 1 0.16% Reduced
2021
OFW
Omnia Family Wealth
Florida
$142K -$5.38K 8 0.07% Reduced
2022
WIM
Westside Investment Management
California
$137K -$21.8K 8 0.09% Reduced
2023
WVP
Worth Venture Partners
New Jersey
$135K -$29.2K 1 0.12% Reduced
2024
SFM
Sphera Funds Management
Israel
$133K +$129K 1 0.02% New
2025
Brandes Investment Partners
Brandes Investment Partners
California
$132K $0 1 0% Maintained