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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
PFS
Physicians Financial Services
North Carolina
$52K $0 2 0.04% Maintained
2027
CWM
Catamount Wealth Management
Connecticut
$49K +$46.8K 1 0.04% New
2028
NFM
North Forty Management
Washington
$49K +$46.8K 1 0.06% New
2029
LWA
Lenox Wealth Advisors
New York
$48K -$5.33K 2 0.02% Reduced
2030
DMK
David M. Knott
$46K $0 1 0.02% Maintained
2031
IWA
IBEX Wealth Advisors
New Jersey
$46K -$531K 2 0.02% Reduced
2032
TIM
Tortoise Investment Management
New York
$46K +$24.4K 2 0.02% Increased
2033
RCG
Ruggie Capital Group
Florida
$42K $0 1 0.05% Maintained
2034
FPB
First PREMIER Bank
South Dakota
$40K -$3K 3 0.03% Reduced
2035
FFW
Fusion Family Wealth
New York
$38K +$39.8K 3 0.02% New
2036
WAS
WESPAC Advisors SoCal
California
$37.2K -$1.28K 4 0.02% Reduced
2037
CAL
Capital Advisors Ltd
Ohio
$35K +$4.64K 4 0.01% Increased
2038
TC
Trust Company
Kansas
$33K $0 3 0.02% Maintained
2039
SFG
Sage Financial Group
Pennsylvania
$32K $0 1 0.01% Maintained
2040
JAM
Jolley Asset Management
North Carolina
$30K $0 1 0.02% Maintained
2041
WA
Winfield Associates
Ohio
$30K -$1.2K 4 0.02% Reduced
2042
CPA
Clear Perspective Advisors
Illinois
$29K +$28K 1 0.02% New
2043
SJIM
St. Johns Investment Management
Florida
$29K $0 1 0.02% Maintained
2044
SAM
Sunnymeath Asset Management
New Jersey
$29K -$637K 1 0.04% Reduced
2045
WA
WealthTrust-Arizona
Arizona
$29K +$18.9K 4 0.02% Increased
2046
Hirtle Callaghan & Co
Hirtle Callaghan & Co
Pennsylvania
$28K -$18.8K 1 0% Reduced
2047
RWG
Regal Wealth Group
California
$28K -$2.72K 1 0.02% Reduced
2048
NYLT
New York Life Trust
New York
$27K -$77K 1 0.13% Reduced
2049
IAS
INR Advisory Services
Pennsylvania
$26K $0 1 0% Maintained
2050
BA
BCM Advisors
Louisiana
$25K +$24.7K 2 0.02% New