← 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
2201
EIA
Edgemoor Investment Advisors
Maryland
$305K $0 1 0.03% Maintained
2202
SIM
Sonora Investment Management
Arizona
$305K -$2.28K 4 0.03% Reduced
2203
GC
Gilbert & Cook
Iowa
$303K +$295K 1 0.07% New
2204
MFG
Monte Financial Group
Connecticut
$303K $0 1 0.22% Maintained
2205
PJSIMP
P.J. Schmidt Investment Management (PJS)
Wisconsin
$303K +$22.8K 1 0.08% Increased
2206
MG
Meritage Group
California
$301K +$297K 1 0.01% New
2207
CCG
Cypress Capital Group
Florida
$300K -$28.3K 1 0.05% Reduced
2208
SM
Southport Management
Wyoming
$300K +$286K 1 1.01% New
2209
GIA
Granite Investment Advisors
New Hampshire
$299K -$23.4K 1 0.06% Reduced
2210
AWA
ARS Wealth Advisors
Florida
$298K $0 1 0.09% Maintained
2211
CPO
Cerity Partners OCIO
New York
$297K -$13.7K 1 0.01% Reduced
2212
GFP
Gryphon Financial Partners
Ohio
$297K +$10.3K 1 0.08% Increased
2213
RDWM
Red Door Wealth Management
Tennessee
$297K +$297K 1 0.26% New
2214
Waldron Private Wealth
Waldron Private Wealth
Pennsylvania
$297K -$255K 1 0.03% Reduced
2215
WA
WBH Advisory
Maryland
$296K -$4.65K 1 0.06% Reduced
2216
BSAM
Blue Sky Asset Management
Colorado
$295K +$279K 1 0.09% New
2217
FWP
FAS Wealth Partners
Kansas
$295K +$759 1 0.05% Increased
2218
Procyon Advisors
Procyon Advisors
Connecticut
$293K +$290K 10 0.18% New
2219
Cannell & Spears
Cannell & Spears
New York
$292K +$292K 1 0.03% New
2220
TCM
Tradewinds Capital Management
Washington
$292K +$213K 7 0.09% Increased
2221
BWAM
Boyd Watterson Asset Management
Ohio
$291K +$284K 1 0.19% New
2222
AA
Apriem Advisors
California
$290K $0 1 0.06% Maintained
2223
PAM
Peak Asset Management
Colorado
$290K $0 1 0.09% Maintained
2224
WR
Watson Rebecca
$289K +$277K 1 0.18% New
2225
SIAS
Shine Investment Advisory Services
Colorado
$286K -$94.3K 6 0.11% Reduced