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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
EWM
Echo Wealth Management
Minnesota
$436K $0 1 0.56% Maintained
2202
Foundations Investment Advisors
Foundations Investment Advisors
Arizona
$436K +$8.45K 1 0.02% Increased
2203
HWM
HighMark Wealth Management
Minnesota
$435K +$40.3K 4 0.32% Increased
2204
NIM
NuWave Investment Management
New Jersey
$435K +$131K 3 0.48% Increased
2205
CA
Cullinan Associates
Kentucky
$433K -$24.7K 1 0.02% Reduced
2206
Simon Quick Advisors
Simon Quick Advisors
New Jersey
$432K -$22.6K 5 0.11% Reduced
2207
Harvest Fund Management
Harvest Fund Management
China
$431K -$1.81K 5 0.05% Reduced
2208
LFF
Level Four Financial
Texas
$431K +$454K 2 0.18% New
2209
CPWA
Cerro Pacific Wealth Advisors
California
$429K +$439K 1 0.32% New
2210
PAR Capital Management
PAR Capital Management
Massachusetts
$428K -$4.56M 1 0.01% Reduced
2211
PFGIA
Patriot Financial Group Insurance Agency
Massachusetts
$426K +$60.3K 18 0.08% Increased
2212
TIA
Traphagen Investment Advisors
New Jersey
$425K +$52K 1 0.07% Increased
2213
GWM
Gitterman Wealth Management
New Jersey
$424K +$163K 2 0.34% Increased
2214
LWMG
Levy Wealth Management Group
Pennsylvania
$423K +$94 1 0.24% Increased
2215
ALAM
Asahi Life Asset Management
Japan
$420K -$51.4K 2 0.06% Reduced
2216
GCM
Gables Capital Management
Florida
$420K -$12.5K 4 0.29% Reduced
2217
HWMA
Heritage Wealth Management (Arizona)
Arizona
$418K +$58.2K 4 0.16% Increased
2218
BIP
Blueprint Investment Partners
North Carolina
$417K -$62.3K 2 0.33% Reduced
2219
SJIM
St. Johns Investment Management
Florida
$417K +$378K 1 0.23% Increased
2220
Summit Financial
Summit Financial
New Jersey
$416K +$403K 2 0.04% New
2221
CFFP
Center for Financial Planning
Michigan
$414K +$263K 5 0.1% Increased
2222
AIM
Acropolis Investment Management
Missouri
$412K $0 1 0.04% Maintained
2223
JIP
Jaffetilchin Investment Partners
Florida
$412K +$405K 1 0.03% New
2224
PWMG
Pinnacle Wealth Management Group
Michigan
$412K +$435K 1 0.3% New
2225
XS
XR Securities
Illinois
$412K +$357K 1 0.18% New