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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
2051
AIS
Accurate Investment Solutions
Pennsylvania
$336K +$82.6K 5 0.25% Increased
2052
CCM
Crossvault Capital Management
Texas
$335K +$319K 1 0.19% New
2053
CM
Capital Management
Virginia
$334K +$21.2K 1 0.1% Increased
2054
PMFA
Plante Moran Financial Advisors
Michigan
$334K +$162K 7 0.2% Increased
2055
BCM
Baltimore Capital Management
Maryland
$331K +$315K 1 0.47% New
2056
ECAM
East Coast Asset Management
Massachusetts
$328K +$312K 1 0.09% New
2057
JSL
JT Stratford LLC
Georgia
$327K +$311K 1 0.21% New
2058
SAA
Southeast Asset Advisors
Georgia
$325K -$235K 1 0.1% Reduced
2059
ANB
Amarillo National Bank
Texas
$324K +$308K 1 0.11% New
2060
BHTS
Bar Harbor Trust Services
Maine
$324K +$308K 1 0.17% New
2061
RCG
Ruggie Capital Group
Florida
$323K -$8.96K 3 0.21% Reduced
2062
CPA
Capital Planning Advisors
California
$322K +$307K 1 0.13% New
2063
WP
Wedgewood Partners
Missouri
$321K -$414K 1 0.01% Reduced
2064
SG
StoneX Group
New York
$319K -$1.7M 1 0.4% Reduced
2065
DAL
David A. Lorber
$318K +$30.2K 2 3.65% Increased
2066
EGA
E&G Advisors
Texas
$318K -$264K 1 0.14% Reduced
2067
CCA
Checchi Capital Advisers
California
$316K -$797K 1 0.03% Reduced
2068
FPB
First PREMIER Bank
South Dakota
$314K +$278K 2 0.22% Increased
2069
PFA
Paradigm Financial Advisors
Missouri
$313K $0 1 0.15% Maintained
2070
AI
ArchPoint Investors
Florida
$312K +$45.9K 1 0.1% Increased
2071
CIP
Convergence Investment Partners
Florida
$310K +$295K 1 0.04% New
2072
VWA
V Wealth Advisors
Kansas
$310K -$35.3K 1 0.16% Reduced
2073
Modera Wealth Management
Modera Wealth Management
New Jersey
$309K +$294K 1 0.07% New
2074
BW
Bison Wealth
Georgia
$308K -$264K 1 0.25% Reduced
2075
CC
Clearline Capital
New York
$308K +$415K 1 0.22% New