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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
APSP
Asset Planning Services (Pennsylvania)
Pennsylvania
$127K -$105K 2 0.08% Reduced
2027
Trexquant Investment
Trexquant Investment
Connecticut
$124K -$4.12M 1 0.03% Reduced
2028
1CM
1492 Capital Management
Wisconsin
$117K -$1.55K 1 0.1% Reduced
2029
AWM
AllSquare Wealth Management
New York
$117K -$65K 2 0.12% Reduced
2030
SGA
Strategic Global Advisors
California
$117K $0 1 0.04% Maintained
2031
FCMT
Founders Capital Management (Texas)
Texas
$116K -$4K 4 0.1% Reduced
2032
RPG
Risk Paradigm Group
Texas
$114K $0 1 0.13% Maintained
2033
AOWM
Alpha Omega Wealth Management
Virginia
$113K -$20K 4 0.06% Reduced
2034
Capital International Inc
Capital International Inc
California
$107K $0 1 0.02% Maintained
2035
Jupiter Investment Management
Jupiter Investment Management
United Kingdom
$107K -$19.2M 1 0% Reduced
2036
IDBONY
Israel Discount Bank of New York
New York
$105K -$11.1K 2 0.08% Reduced
2037
ADL
Asset Dedication LLC
California
$99K -$44K 3 0.05% Reduced
2038
RWM
Raffa Wealth Management
District of Columbia
$96.6K $0 4 0.04% Maintained
2039
ARMC
American Research & Management Company
Massachusetts
$95K -$8K 5 0.03% Reduced
2040
MWM
MinichMacGregor Wealth Management
New York
$95K +$7.06K 7 0.08% Increased
2041
Arax Advisory Partners
Arax Advisory Partners
Colorado
$94K +$8.29K 4 0.04% Increased
2042
BWA
Burt Wealth Advisors
Maryland
$94K +$18K 4 0.07% Increased
2043
HRC
Hoertkorn Richard Charles
$94K -$2.53K 1 0.06% Reduced
2044
LYV
Live Your Vision
Pennsylvania
$94K +$318 6 0.04% Increased
2045
SHJ
Sharkey, Howes & Javer
Colorado
$92K $0 1 0.05% Maintained
2046
ABA
American Beacon Advisors
Texas
$91K $0 1 1.16% Maintained
2047
CIA
Cascade Investment Advisors
Oregon
$90.2K +$74.2K 3 0.08% Increased
2048
SIM
Sonora Investment Management
Arizona
$90.2K $0 3 0.02% Maintained
2049
NCM
New Capital Management
Texas
$89K $0 2 0.16% Maintained
2050
CFD
Creative Financial Designs
Indiana
$88K +$13.9K 6 0.06% Increased