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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
Petrus Trust Company
Petrus Trust Company
Texas
$247K -$226K 2 0.03% Reduced
2202
Liberty Wealth Management
Liberty Wealth Management
California
$246K +$49.3K 10 0.15% Increased
2203
MCM
Marathon Capital Management
Maryland
$246K -$70.9K 1 0.09% Reduced
2204
LWMM
Legacy Wealth Management (Mississippi)
Mississippi
$245K +$6.79K 1 0.17% Increased
2205
CFM Wealth Partners
CFM Wealth Partners
Texas
$245K -$154K 1 0.09% Reduced
2206
Kathmere Capital Management
Kathmere Capital Management
Pennsylvania
$245K +$34.4K 3 0.06% Increased
2207
BBA
Braun-Bostich & Associates
Pennsylvania
$244K +$165K 2 0.24% Increased
2208
Bingham Osborn & Scarborough
Bingham Osborn & Scarborough
California
$243K $0 1 0.02% Maintained
2209
Ellsworth Advisors
Ellsworth Advisors
Ohio
$243K +$210K 1 0.24% New
2210
Moneta Group Investment Advisors
Moneta Group Investment Advisors
Missouri
$243K -$283 1 0.02% Reduced
2211
QCI Asset Management
QCI Asset Management
New York
$242K -$3K 1 0.02% Reduced
2212
Acropolis Investment Management
Acropolis Investment Management
Missouri
$241K $0 1 0.03% Maintained
2213
Mainstay Capital Management
Mainstay Capital Management
Michigan
$241K -$203K 1 0.06% Reduced
2214
MC
MRJ Capital
New York
$241K $0 1 0.19% Maintained
2215
Vision Capital Management
Vision Capital Management
Oregon
$241K $0 1 0.05% Maintained
2216
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$240K -$10K 1 0.07% Reduced
2217
WBH Advisory
WBH Advisory
Maryland
$240K +$240K 1 0.05% New
2218
CRIG
Charter Research & Investment Group
Connecticut
$239K $0 1 0.26% Maintained
2219
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$238K +$240K 1 0.01% New
2220
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$237K $0 1 0.07% Maintained
2221
IWAG
Integer Wealth Advisors Group
Georgia
$237K $0 1 0.22% Maintained
2222
MHR
Matthew Hamilton Rosenberg
$236K $0 4 0.17% Maintained
2223
Capital International Sarl
Capital International Sarl
California
$235K +$236K 1 0.03% New
2224
BWA
Beam Wealth Advisors
Louisiana
$233K +$212K 1 0.22% New
2225
Hilton Capital Management
Hilton Capital Management
New York
$233K $0 1 0.03% Maintained