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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
2226
TNB
Thomasville National Bank
Georgia
$408K +$431K 1 0.04% New
2227
MSR
Main Street Research
Connecticut
$406K +$11.4K 1 0.03% Increased
2228
LC
LCNB Corp
Ohio
$405K +$211K 2 0.2% Increased
2229
GC
Gilbert & Cook
Iowa
$403K +$48.6K 2 0.07% Increased
2230
SWA
SOA Wealth Advisors
New York
$400K +$32.6K 10 0.1% Increased
2231
AWM
Aries Wealth Management
Maine
$399K +$31.7K 1 0.17% Increased
2232
CP
Clayton Partners
California
$399K +$309K 1 0.34% New
2233
LDFR
Lehman & Derafelo Financial Resources
Pennsylvania
$398K $0 1 0.11% Maintained
2234
CCG
Ceeto Capital Group
Florida
$397K $0 1 0.18% Maintained
2235
BFO
Biltmore Family Office
North Carolina
$396K $0 2 0.11% Maintained
2236
SAM
Stenahm Asset Management
Guernsey
$396K $0 1 0.24% Maintained
2237
WF
WoodTrust Financial
Wisconsin
$393K +$161K 1 0.1% Increased
2238
OBWP
O'Brien Wealth Partners
Massachusetts
$390K $0 1 0.13% Maintained
2239
BAM
Beaumont Asset Management
Texas
$387K $0 1 0.3% Maintained
2240
LDB
Lee, Danner & Bass
Tennessee
$386K $0 1 0.04% Maintained
2241
6M
6 Meridian
Kansas
$385K -$216K 1 0.03% Reduced
2242
KWM
Keebeck Wealth Management
Illinois
$385K $0 1 0.06% Maintained
2243
SWM
Shakespeare Wealth Management
Wisconsin
$384K $0 1 0.15% Maintained
2244
ACA
Atlas Capital Advisors
Wyoming
$384K +$62K 7 0.06% Increased
2245
AMIM
Aull & Monroe Investment Management
Alabama
$383K -$5.92K 1 0.18% Reduced
2246
Klingman & Associates
Klingman & Associates
New York
$383K $0 1 0.04% Maintained
2247
CCM
Chiron Capital Management
Florida
$382K -$20.8K 1 0.32% Reduced
2248
LWP
Lumature Wealth Partners
Georgia
$381K +$210K 3 0.16% Increased
2249
VCM
Versant Capital Management
Arizona
$381K -$6.72K 17 0.14% Reduced
2250
RTC
Riverview Trust Company
Washington
$380K $0 2 0.4% Maintained