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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
Obermeyer Wealth Partners
Obermeyer Wealth Partners
Colorado
$602K -$22.9K 1 0.05% Reduced
2052
DIM
DC Investments Management
Virginia
$595K +$584K 1 0.4% New
2053
LRIC
Long Road Investment Counsel
Michigan
$592K -$36.7K 2 0.39% Reduced
2054
Diversified Trust
Diversified Trust
Tennessee
$591K +$516 1 0.03% Increased
2055
PM
Precept Management
Texas
$590K +$547K 1 0.17% New
2056
LFR
Lehman Financial Resources
Pennsylvania
$588K +$115K 2 0.28% Increased
2057
AB
Atlas Brown
Kentucky
$583K +$4.13K 1 0.36% Increased
2058
IP
Intellectus Partners
California
$583K $0 4 0.2% Maintained
2059
Hood River Capital Management
Hood River Capital Management
Florida
$582K +$540K 1 0.03% New
2060
Opus Capital Group
Opus Capital Group
Ohio
$582K +$277K 1 0.13% Increased
2061
CPIA
Cornell Pochily Investment Advisors
New York
$581K -$3.77M 1 0.39% Reduced
2062
Dynasty Wealth Management
Dynasty Wealth Management
Florida
$580K +$295K 1 0.75% Increased
2063
MBA
McQueen Ball & Associates
Pennsylvania
$580K -$18.1K 1 0.33% Reduced
2064
SSW
Smith Shellnut Wilson
Mississippi
$580K +$562K 2 0.52% New
2065
Affiance Financial
Affiance Financial
Minnesota
$579K +$260K 2 0.38% Increased
2066
Merriman Wealth Management
Merriman Wealth Management
Washington
$577K -$13.9K 2 0.12% Reduced
2067
WC
Weil Company
California
$575K -$14.5K 1 0.47% Reduced
2068
Gladius Capital Management
Gladius Capital Management
Illinois
$571K -$298K 1 0.06% Reduced
2069
Welch Group
Welch Group
Alabama
$569K -$266K 1 0.06% Reduced
2070
DP
DSAM Partners
United Kingdom
$568K +$567K 2 0.08% New
2071
SCM
Stonebridge Capital Management
California
$568K -$78.3K 1 0.2% Reduced
2072
TCTC Holdings
TCTC Holdings
Texas
$566K -$36.1K 1 0.03% Reduced
2073
River Wealth Advisors
River Wealth Advisors
Pennsylvania
$562K -$40.7K 7 0.21% Reduced
2074
Atwood & Palmer
Atwood & Palmer
Missouri
$559K $0 2 0.07% Maintained
2075
Dowling & Yahnke
Dowling & Yahnke
California
$559K -$29.9K 1 0.05% Reduced