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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
EWM
Edge Wealth Management
New York
$505K +$300K 6 0.13% Increased
2102
WAAG
Wealth Alliance Advisory Group
Kansas
$502K $0 2 0.28% Maintained
2103
CPA
Clear Perspective Advisors
Illinois
$501K +$3.7K 1 0.35% Increased
2104
PV
Private Vista
Illinois
$498K +$6.5K 2 0.12% Increased
2105
CCI
Credit Capital Investments
New Jersey
$497K +$478K 1 0.45% New
2106
Empirical Finance
Empirical Finance
Pennsylvania
$496K -$735K 2 0.13% Reduced
2107
PBO
Peoples Bank (Ohio)
Ohio
$492K -$10.4K 1 0.29% Reduced
2108
GSBTD
Glenview State Bank Trust Department
Illinois
$489K -$3.18K 1 0.23% Reduced
2109
SC
SRB Corp
Massachusetts
$489K +$522K 1 0.05% New
2110
TCM
Telos Capital Management
California
$489K +$232K 2 0.17% Increased
2111
USGIU
U.S. Global Investors (USGI)
Texas
$487K +$82.7K 1 0.22% Increased
2112
BI
Ballast Inc
Kentucky
$485K $0 1 0.38% Maintained
2113
AWM
Altium Wealth Management
New York
$483K +$55.6K 1 0.13% Increased
2114
CICI
Capital Investment Counsel Inc
North Carolina
$483K -$148K 1 0.19% Reduced
2115
AWA
Alaska Wealth Advisors
Alaska
$482K +$473K 1 0.15% New
2116
ATC
Adirondack Trust Company
New York
$478K $0 1 0.34% Maintained
2117
VCAM
Van Cleef Asset Management
Ohio
$473K +$61.1K 1 0.11% Increased
2118
LFR
Lehman Financial Resources
Pennsylvania
$471K +$226K 2 0.24% Increased
2119
TWM
Torch Wealth Management
Ohio
$471K $0 1 0.3% Maintained
2120
BP
BBR Partners
New York
$470K $0 1 0.08% Maintained
2121
PWW
Pettyjohn Wood & White
Virginia
$470K +$10.5K 1 0.16% Increased
2122
WCM
Weik Capital Management
Pennsylvania
$470K $0 1 0.23% Maintained
2123
EOCM
Energy Opportunities Capital Management
Texas
$467K +$473K 1 0.28% New
2124
PSC
Prentiss Smith & Co
Vermont
$466K +$94.4K 2 0.28% Increased
2125
Hillsdale Investment Management
Hillsdale Investment Management
Ontario, Canada
$465K +$18.7K 2 0.06% Increased