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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
2201
AWA
Aaron Wealth Advisors
Illinois
$864K -$2.22M 3 0.04% Reduced
2202
RA
Rubicon Advisors
California
$863K $0 1 0.63% Maintained
2203
AIC
Allodium Investment Consultants
Minnesota
$859K -$180K 1 0.36% Reduced
2204
PPA
Pacific Point Advisors
California
$856K -$533K 1 0.39% Reduced
2205
WA
WealthTrust Axiom
Pennsylvania
$856K -$5.13K 3 0.19% Reduced
2206
IPW
Impact Partnership Wealth
Georgia
$855K +$431K 2 0.08% Increased
2207
VM
VPR Management
Texas
$855K +$787 1 0.34% Increased
2208
P8IP
Pier 88 Investment Partners
California
$853K -$1.01M 1 0.2% Reduced
2209
FFP
FourThought Financial Partners
Florida
$853K +$84.8K 3 0.07% Increased
2210
BFIM
Beese Fulmer Investment Management
Ohio
$851K -$78.4K 2 0.05% Reduced
2211
Cable Car Capital
Cable Car Capital
California
$849K +$1.6M 1 0.02% New
2212
SCM
Saxony Capital Management
Missouri
$847K +$4.75K 1 0.39% Increased
2213
WCA
Westover Capital Advisors
Delaware
$847K -$869K 1 0.14% Reduced
2214
MWM
Mascoma Wealth Management
New Hampshire
$847K +$1.69K 8 0.16% Increased
2215
LWPC
Legacy Wealth Partners (Colorado)
Colorado
$847K -$234K 2 0.19% Reduced
2216
CSI
Cross Staff Investments
New York
$846K $0 2 0.48% Maintained
2217
HIW
Holos Integrated Wealth
Pennsylvania
$845K -$284 2 0.39% Reduced
2218
LL
LPWM LLC
Minnesota
$841K $0 2 0.19% Maintained
2219
WS
Wilian Securities
Minnesota
$841K +$553K 1 0.5% Increased
2220
PSF
Pacific Sun Financial
California
$840K +$1.53K 2 0.35% Increased
2221
UWS
Unique Wealth Strategies
Illinois
$840K -$9.48K 1 0.31% Reduced
2222
TDB
Thompson David Blair
$839K +$737K 2 0.42% New
2223
WCFA
Walkner Condon Financial Advisors
Wisconsin
$837K +$59.9K 2 0.1% Increased
2224
BC
Barrett & Company
Rhode Island
$836K +$13.7K 6 0.23% Increased
2225
BONST
Bank of Nova Scotia Trust
Ontario, Canada
$836K -$155K 1 0.07% Reduced