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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
2026
Klingman & Associates
Klingman & Associates
New York
$1.19M +$213K 3 0.05% Increased
2027
CT
Coastline Trust
Rhode Island
$1.19M -$1.3K 5 0.11% Reduced
2028
TWP
Triad Wealth Partners
Kansas
$1.19M -$627K 4 0.07% Reduced
2029
CAM
Chesapeake Asset Management
New York
$1.18M +$6.63K 5 0.9% Increased
2030
AWM
Absher Wealth Management
North Carolina
$1.18M +$113K 1 0.13% Increased
2031
LAIC
Lederer & Associates Investment Counsel
California
$1.18M -$19.3K 1 0.77% Reduced
2032
GFA
Gallagher Fiduciary Advisors
Illinois
$1.17M -$2.75M 2 0.04% Reduced
2033
VIP
Vista Investment Partners
Oklahoma
$1.17M -$88 2 0.29% Reduced
2034
SRS
Strong Retirement Solutions
Washington
$1.17M +$86.6K 1 0.7% Increased
2035
QPW
Quantum Private Wealth
Florida
$1.17M -$131K 2 0.3% Reduced
2036
RCG
Ridge Creek Global
Ohio
$1.16M -$15K 2 0.9% Reduced
2037
IP
Indivisible Partners
Florida
$1.16M +$190K 3 0.07% Increased
2038
FHA
Flagship Harbor Advisors
Massachusetts
$1.16M -$396K 3 0.04% Reduced
2039
BMC
Beaton Management Company
Massachusetts
$1.16M +$5.39K 3 0.47% Increased
2040
MSFP
Mark Sheptoff Financial Planning
Connecticut
$1.15M $0 6 0.61% Maintained
2041
CWA
Canvas Wealth Advisors
Kansas
$1.15M -$250K 2 0.16% Reduced
2042
NMC
Nine Masts Capital
Hong Kong
$1.15M +$1.15M 1 0.12% New
2043
BTD
BankPlus Trust Department
Mississippi
$1.15M -$29.4K 4 0.27% Reduced
2044
Plancorp LLC
Plancorp LLC
Missouri
$1.15M -$392K 2 0.03% Reduced
2045
AWA
ARQ Wealth Advisors
Arizona
$1.14M -$464K 1 0.14% Reduced
2046
IRP
Investment Research Partners
Pennsylvania
$1.14M +$202K 2 0.39% Increased
2047
SCM
Silvant Capital Management
Georgia
$1.14M +$73.7K 2 0.03% Increased
2048
SG
Somerset Group
Minnesota
$1.14M $0 1 0.8% Maintained
2049
ARGA Investment Management
ARGA Investment Management
Connecticut
$1.13M +$1.16M 1 0.03% New
2050
OWCM
One Wealth Capital Management
Arizona
$1.13M +$877K 3 0.32% Increased