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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
2126
SIP
Stoneridge Investment Partners
Pennsylvania
$532K $0 1 0.26% Maintained
2127
WI
WrapManager Inc
California
$531K +$70.4K 1 0.14% Increased
2128
HCM
Hollencrest Capital Management
California
$526K $0 1 0.05% Maintained
2129
JHCP
Jackson Hole Capital Partners
Oklahoma
$526K +$13.8K 2 0.18% Increased
2130
WMA
Wealth Management Associates
New Jersey
$523K +$3.12K 1 0.3% Increased
2131
Lido Advisors
Lido Advisors
California
$523K -$449K 2 0.01% Reduced
2132
CA
Claro Advisors
Massachusetts
$522K +$12.4K 2 0.23% Increased
2133
NAM
NTV Asset Management
West Virginia
$522K -$7.93K 1 0.09% Reduced
2134
PCWA
Pacific Capital Wealth Advisors
California
$522K $0 1 0.26% Maintained
2135
BHBT
Burke & Herbert Bank & Trust
Virginia
$516K +$3.92K 1 0.33% Increased
2136
AWM
Accel Wealth Management
Iowa
$514K +$791 4 0.34% Increased
2137
WP
Wedgewood Partners
Missouri
$514K $0 1 0.07% Maintained
2138
PWA
Phoenix Wealth Advisors
North Carolina
$513K +$37.8K 2 0.37% Increased
2139
VBCG
Valley Brook Capital Group
Pennsylvania
$513K -$8.73K 2 0.49% Reduced
2140
RWM
Rench Wealth Management
Texas
$511K +$1.3K 1 0.26% Increased
2141
CPA
Court Place Advisors
Maryland
$508K -$7.93K 1 0.15% Reduced
2142
KOMWMG
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$508K +$212K 2 0.2% Increased
2143
DY
Dowling & Yahnke
California
$507K -$29K 2 0.03% Reduced
2144
KMC
Kirr Marbach & Co
Indiana
$503K -$24.8K 1 0.14% Reduced
2145
SOAMC
Spirit of America Management Corp
New York
$503K $0 1 0.11% Maintained
2146
CWP
Curated Wealth Partners
California
$500K $0 1 0.27% Maintained
2147
HFA
Hoover Financial Advisors
Pennsylvania
$499K +$20.4K 4 0.09% Increased
2148
CWC
Carolinas Wealth Consulting
North Carolina
$496K -$68.6K 9 0.11% Reduced
2149
CTFG
Capstone Triton Financial Group
Oklahoma
$494K +$55.6K 1 0.3% Increased
2150
AIM
Aspen Investment Management
Michigan
$492K -$1.71K 1 0.26% Reduced