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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
CWM
Cedar Wealth Management
California
$406K +$38.2K 2 0.24% Increased
2002
ACP
Arcus Capital Partners
Georgia
$405K $0 1 0.21% Maintained
2003
SHJ
Sharkey, Howes & Javer
Colorado
$405K +$282K 2 0.21% Increased
2004
RGC
Roberts, Glore & Co
Illinois
$404K -$12.3K 1 0.26% Reduced
2005
DP
Denver PWM
Colorado
$403K +$375K 1 0.32% New
2006
RG
Rikoon Group
New Mexico
$399K +$379K 1 0.17% New
2007
GCM
GeoSphere Capital Management
Florida
$398K -$1.09M 1 1.05% Reduced
2008
SWM
SVA Wealth Management
Wisconsin
$391K +$372K 1 0.05% New
2009
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$390K +$36.7K 1 0.16% Increased
2010
SIAS
Shine Investment Advisory Services
Colorado
$390K +$101K 7 0.2% Increased
2011
RWM
Rench Wealth Management
Texas
$387K +$1.18K 1 0.27% Increased
2012
CMBA
C.M. Bidwell & Associates
Hawaii
$382K +$124K 3 0.59% Increased
2013
ICM
IMS Capital Management
Oregon
$379K +$361K 1 0.24% New
2014
TH
Timber Hill
Connecticut
$378K -$117K 1 0.04% Reduced
2015
WF
WealthTrust Fairport
Ohio
$378K +$360K 1 0.04% New
2016
RFG Advisory
RFG Advisory
Alabama
$377K +$3.67K 1 0.23% Increased
2017
PHK
Point72 Hong Kong
Hong Kong
$376K +$307K 8 0.27% Increased
2018
RW
REDW Wealth
New Mexico
$376K +$358K 1 0.31% New
2019
SWA
SFMG Wealth Advisors
Texas
$376K +$358K 1 0.07% New
2020
WAM
Westport Asset Management
Connecticut
$376K $0 1 0.28% Maintained
2021
MFW
Meristem Family Wealth
Minnesota
$375K +$357K 1 0.15% New
2022
FPCP
Fort Point Capital Partners
California
$373K +$355K 1 0.18% New
2023
TWM
Torch Wealth Management
Ohio
$372K -$2.02K 1 0.24% Reduced
2024
DWM
Darwin Wealth Management
Florida
$368K -$1.62M 1 0.36% Reduced
2025
GCIA
Gabelli & Co Investment Advisers
New York
$367K -$15.7M 2 0.04% Reduced