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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
OC
Oakworth Capital
Alabama
$631K -$11.4K 4 0.13% Reduced
2027
WWM
Windsor Wealth Management
Indiana
$626K +$178K 1 0.49% Increased
2028
WC
Whitnell & Co
Illinois
$625K +$82.7K 2 0.26% Increased
2029
EA
Elm Advisors
California
$624K $0 2 0.48% Maintained
2030
CFA
Cahill Financial Advisors
Minnesota
$621K +$33.5K 1 0.29% Increased
2031
SGAM
Steinberg Global Asset Management
Florida
$619K -$73.5K 1 0.09% Reduced
2032
VIM
Veritas Investment Management
United Kingdom
$618K $0 2 0.08% Maintained
2033
BFC
Bedel Financial Consulting
Indiana
$617K +$33K 4 0.45% Increased
2034
CIAS
Capital Investment Advisory Services
North Carolina
$617K -$1.51K 1 0.31% Reduced
2035
ECM
EII Capital Management
New York
$617K +$60.4K 4 0.33% Increased
2036
NSB
Norway Savings Bank
Maine
$617K -$31.9K 2 0.56% Reduced
2037
FC
Fayerweather Charles
$615K -$50.1K 1 0.98% Reduced
2038
TCTC Holdings
TCTC Holdings
Texas
$615K $0 1 0.03% Maintained
2039
Coldstream Capital Management
Coldstream Capital Management
Washington
$612K +$31.6K 1 0.06% Increased
2040
MBA
McQueen Ball & Associates
Pennsylvania
$612K -$7.37K 1 0.37% Reduced
2041
AB
Atlas Brown
Kentucky
$611K +$5.36K 1 0.14% Increased
2042
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$609K +$189K 6 0.07% Increased
2043
PS
Portfolio Solutions
Michigan
$607K $0 1 0.08% Maintained
2044
Diversified Trust
Diversified Trust
Tennessee
$606K -$21.9K 1 0.04% Reduced
2045
DY
Dowling & Yahnke
California
$603K -$7.53K 1 0.06% Reduced
2046
WC
Weil Company
California
$603K +$6.03K 1 0.51% Increased
2047
CA
Cambridge Advisors
Nebraska
$600K -$41.4K 1 0.21% Reduced
2048
RWA
River Wealth Advisors
Pennsylvania
$600K +$346K 7 0.23% Increased
2049
FRA
Front Row Advisors
California
$599K -$3.28K 6 0.38% Reduced
2050
RGC
Roberts, Glore & Co
Illinois
$597K +$206K 2 0.36% Increased