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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
2151
RG
Rikoon Group
New Mexico
$357K $0 1 0.12% Maintained
2152
LDB
Lee, Danner & Bass
Tennessee
$356K $0 1 0.04% Maintained
2153
PMFA
Plante Moran Financial Advisors
Michigan
$356K -$55.2K 6 0.12% Reduced
2154
CC
Colrain Capital
Massachusetts
$355K -$1.13M 1 0.37% Reduced
2155
FRA
Front Row Advisors
California
$353K +$1.33K 6 0.23% Increased
2156
PAG
Private Advisory Group
Washington
$353K +$359K 1 0.14% New
2157
BlueCrest Capital Management
BlueCrest Capital Management
Jersey
$352K -$5.97M 1 0.02% Reduced
2158
NAMP
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$351K -$224K 1 0.13% Reduced
2159
TWM
Torch Wealth Management
Ohio
$348K -$5.55K 1 0.19% Reduced
2160
LJAC
L.J. Altfest & Co
New York
$347K $0 1 0.09% Maintained
2161
TTWM
TCV Trust & Wealth Management
Virginia
$347K -$16.7K 1 0.04% Reduced
2162
BAM
Berkshire Asset Management
Pennsylvania
$344K -$9.63K 1 0.03% Reduced
2163
BI
Ballast Inc
Kentucky
$342K +$149K 1 0.19% Increased
2164
HC
Henshaw Capital
Massachusetts
$341K $0 1 0.03% Maintained
2165
WP
WealthPLAN Partners
Nebraska
$341K -$258K 1 0.04% Reduced
2166
GCA
Greenwood Capital Associates
South Carolina
$340K +$27.2K 1 0.07% Increased
2167
HT
Heritage Trust
Oklahoma
$339K +$2.49K 1 0.07% Increased
2168
SC
Slow Capital
California
$338K +$334K 1 0.1% New
2169
HLA
Hamilton Lane Advisors
Pennsylvania
$335K +$137K 1 0.15% Increased
2170
FI
FormulaFolio Investments
Michigan
$332K +$306K 1 0.01% New
2171
TA
TCG Advisors
Texas
$332K -$1.14K 1 0.2% Reduced
2172
USGIU
U.S. Global Investors (USGI)
Texas
$329K +$316K 1 0.15% New
2173
GIM
Greenwich Investment Management
Connecticut
$328K $0 1 0.32% Maintained
2174
BOS
Bank of Stockton
California
$326K +$1.82K 1 0.14% Increased
2175
RWM
RBA Wealth Management
California
$326K -$98.3K 1 0.22% Reduced