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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
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$271K $0 1 0.03% Maintained
2152
FA
FMA Advisory
Pennsylvania
$271K +$19.4K 1 0.12% Increased
2153
W
WealthStone
Ohio
$271K +$264K 1 0.13% New
2154
Advisors Preferred
Advisors Preferred
Maryland
$270K -$298K 1 0.08% Reduced
2155
LB
Legacy Bridge
Iowa
$269K +$38.1K 4 0.3% Increased
2156
Guardian Capital Advisors (Canada)
Guardian Capital Advisors (Canada)
Ontario, Canada
$268K +$339K 1 0.05% New
2157
SWRP
Summit Wealth & Retirement Planning
California
$268K +$235K 1 0.13% New
2158
Integrated Wealth Concepts
Integrated Wealth Concepts
Massachusetts
$267K +$234K 1 0.02% New
2159
SCM
Stevens Capital Management
Pennsylvania
$267K +$233K 1 0.1% New
2160
MPW
Monterey Private Wealth
California
$265K $0 1 0.19% Maintained
2161
SC
Saybrook Capital
North Carolina
$264K +$231K 1 0.11% New
2162
WI
WrapManager Inc
California
$264K +$231K 1 0.1% New
2163
Heritage Wealth Advisors
Heritage Wealth Advisors
Virginia
$263K -$15.8K 4 0.04% Reduced
2164
Merit Financial Group
Merit Financial Group
Georgia
$262K $0 1 0.03% Maintained
2165
Strategic Blueprint
Strategic Blueprint
Georgia
$262K -$138K 1 0.09% Reduced
2166
Strategy Asset Managers
Strategy Asset Managers
California
$260K +$218K 2 0.07% Increased
2167
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$259K +$252K 1 0.03% New
2168
WA
WP Advisors
California
$259K +$239K 1 0.18% New
2169
FA
Forefront Analytics
Pennsylvania
$258K -$108K 1 0.16% Reduced
2170
ED
Exane Derivatives
France
$258K +$223K 4 0.07% Increased
2171
CM
Capital Management
Virginia
$256K $0 1 0.09% Maintained
2172
PWAP
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$256K $0 1 0.17% Maintained
2173
AIIMS
Analyst IMS Investment Management Services
Israel
$255K +$223K 1 0.06% New
2174
AWM
Aries Wealth Management
Maine
$255K +$248K 1 0.16% New
2175
Vision Capital Management
Vision Capital Management
Oregon
$253K $0 1 0.06% Maintained