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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
UF
Univest Financial
Pennsylvania
$238K $0 1 0.08% Maintained
2202
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$238K +$231K 1 0.18% New
2203
CX Institutional
CX Institutional
Indiana
$237K +$76.2K 7 0.03% Increased
2204
IWAG
Integer Wealth Advisors Group
Georgia
$237K $0 1 0.24% Maintained
2205
MHR
Matthew Hamilton Rosenberg
$237K -$72.8K 4 0.19% Reduced
2206
TIA
Traphagen Investment Advisors
New Jersey
$237K +$226K 1 0.05% New
2207
GLLW
Graves Light Lenhart Wealth
Virginia
$236K -$2.74K 1 0.06% Reduced
2208
HPWM
Highland Private Wealth Management
Washington
$234K +$216K 1 0.05% New
2209
HI
Hoey Investments
Pennsylvania
$234K +$4.61K 1 0.11% Increased
2210
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$234K +$87.5K 2 0.03% Increased
2211
WCM
WealthBridge Capital Management
Ohio
$233K +$215K 1 0.13% New
2212
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$233K $0 1 0.09% Maintained
2213
Cannell & Spears
Cannell & Spears
New York
$232K $0 1 0.02% Maintained
2214
Empirical Wealth Management
Empirical Wealth Management
Washington
$232K -$21.1K 1 0.02% Reduced
2215
BFO
Biltmore Family Office
North Carolina
$231K +$202K 1 0.14% New
2216
MC
MRJ Capital
New York
$231K +$203K 1 0.2% New
2217
WPP
Whalerock Point Partners
Rhode Island
$231K +$203K 1 0.14% New
2218
KLI
Kelman-Lazarov Inc
Tennessee
$230K -$46.5K 1 0.11% Reduced
2219
KFGK
Keystone Financial Group (Kentucky)
Kentucky
$230K +$224K 1 0.06% New
2220
IWS
Insight Wealth Strategies
California
$229K +$211K 1 0.05% New
2221
PD
Planning Directions
Pennsylvania
$229K -$1.23M 1 0.21% Reduced
2222
AW
ACG Wealth
Georgia
$227K +$1.09K 1 0.04% Increased
2223
CA
Claro Advisors
Massachusetts
$227K +$219K 1 0.16% New
2224
CRCM
Corbett Road Capital Management
Virginia
$226K +$38.3K 1 0.22% Increased
2225
ST
Sabal Trust
Florida
$225K +$197K 1 0.02% New