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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
2101
SA
SRH Advisors
Kansas
$15K $0 2 0.07% Maintained
2102
UWPG
Ullmann Wealth Partners Group
Florida
$15K +$15.2K 1 0.01% New
2103
WAP
Wealthcare Advisory Partners
Pennsylvania
$14K +$14K 1 0.01% New
2104
GWA
Guidant Wealth Advisors
Illinois
$13K $0 1 0.01% Maintained
2105
CFA
Camarda Financial Advisors
Florida
$11K -$152K 1 0.01% Reduced
2106
HS
Horan Securities
United States
$10K $0 2 0.01% Maintained
2107
RFM
Royal Fund Management
Florida
$9K $0 1 0% Maintained
2108
CFG
CKW Financial Group
Hawaii
$8K $0 1 0% Maintained
2109
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$7K $0 1 0% Maintained
2110
LWA
Lowe Wealth Advisors
Maryland
$6K $0 2 0% Maintained
2111
WCBA
Weaver C. Barksdale & Associates
Tennessee
$6K -$983 2 0.01% Reduced
2112
MIM
Macroview Investment Management
Maryland
$5K +$5.04K 1 0.03% New
2113
WCM
Wealthcare Capital Management
Virginia
$5K -$1K 1 0% Reduced
2114
CP
Corbenic Partners
Pennsylvania
$4K -$5K 1 0.01% Reduced
2115
FPF
FNY Partners Fund
New York
$4K -$350K 1 0% Reduced
2116
TCCM
Timber Creek Capital Management
Massachusetts
$3K $0 1 0% Maintained
2117
CAM
Capco Asset Management
Florida
$1K $0 1 0% Maintained
2118
CWM
Cranbrook Wealth Management
Michigan
$1K $0 1 0% Maintained
2119
NR
Newfound Research
Massachusetts
$1K +$159 3 0% Increased
2120
TFA
Transamerica Financial Advisors
Florida
$1K +$133 1 0% Increased
2121
1WCM
12 West Capital Management
New York
$0 -$53.7M 0 – Closed
2122
Algert Global
Algert Global
California
$0 -$965K 0 – Closed
2123
AFS
Amtrust Financial Services
New York
$0 -$1.28M 0 – Closed
2124
AA
Apriem Advisors
California
$0 -$56K 0 – Closed
2125
Avidian Wealth Enterprises
Avidian Wealth Enterprises
Texas
$0 -$241K 0 – Closed