← All themes

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
KLI
Kelman-Lazarov Inc
Tennessee
$515K -$320K 1 0.3% Reduced
2102
GBA
Garrison Bradford & Associates
New York
$513K $0 1 0.41% Maintained
2103
ZF
Zhang Financial
Michigan
$513K $0 1 0.24% Maintained
2104
BCM
Blume Capital Management
California
$512K -$13.6K 2 0.27% Reduced
2105
BI
Ballast Inc
Kentucky
$510K +$38.7K 1 0.35% Increased
2106
UCMOK
United Capital Management of KS
Kansas
$509K +$478K 1 0.41% New
2107
DCM
Dynamic Capital Management
Jersey
$507K +$174K 2 0.68% Increased
2108
LCM
Landscape Capital Management
New Jersey
$506K +$557K 2 0.04% New
2109
SHA
Seneca House Advisors
Virginia
$506K -$69.7K 1 0.4% Reduced
2110
HCM
HGI Capital Management
New York
$500K +$102K 1 0.35% Increased
2111
CPA
Clear Perspective Advisors
Illinois
$499K +$11.2K 1 0.37% Increased
2112
WCM
Weik Capital Management
Pennsylvania
$498K $0 1 0.24% Maintained
2113
WAAG
Wealth Alliance Advisory Group
Kansas
$497K $0 2 0.25% Maintained
2114
CIC
Canal Insurance Company
South Carolina
$495K $0 1 0.15% Maintained
2115
NEPWA
New England Private Wealth Advisors
Massachusetts
$494K -$46.6K 1 0.13% Reduced
2116
NPPM
North Point Portfolio Managers
Ohio
$494K +$193K 2 0.08% Increased
2117
BP
BBR Partners
New York
$493K $0 1 0.07% Maintained
2118
Harvest Fund Management
Harvest Fund Management
China
$484K +$409K 3 0.08% Increased
2119
CIM
Castleton Investment Management
Connecticut
$479K -$420K 1 0.18% Reduced
2120
RWM
Rench Wealth Management
Texas
$478K +$1.33K 1 0.32% Increased
2121
GSBTD
Glenview State Bank Trust Department
Illinois
$477K $0 1 0.21% Maintained
2122
RAG
Roof Advisory Group
Pennsylvania
$477K $0 1 0.26% Maintained
2123
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$473K +$191K 2 0.17% Increased
2124
TP
Truvvo Partners
New York
$472K $0 1 0.29% Maintained
2125
MCM
Mainstay Capital Management
Michigan
$470K +$254K 7 0.3% Increased