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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
2251
MC
Miles Capital
Iowa
$218K -$171K 1 0.18% Reduced
2252
PWPS
Pinnacle Wealth Planning Services
Ohio
$218K +$205K 1 0.13% New
2253
DFA
Delta Financial Advisors
Louisiana
$217K +$207K 1 0.09% New
2254
NERM
New England Research & Management
Illinois
$217K -$499K 1 0.15% Reduced
2255
KS
Karpas Strategies
Connecticut
$215K $0 1 0.09% Maintained
2256
DAM
Deltec Asset Management
New York
$214K -$22.5K 1 0.05% Reduced
2257
GW & Wade
GW & Wade
Massachusetts
$214K -$132K 1 0.02% Reduced
2258
OFS
OneAscent Financial Services
Alabama
$214K +$207K 1 0.15% New
2259
RPA
Rock Point Advisors
Vermont
$213K -$126K 1 0.1% Reduced
2260
USGIU
U.S. Global Investors (USGI)
Texas
$213K +$205K 1 0.11% New
2261
NEPWA
New England Private Wealth Advisors
Massachusetts
$212K -$131K 1 0.05% Reduced
2262
PFA
Pettinga Financial Advisors
Indiana
$212K -$252K 1 0.11% Reduced
2263
FHC
First Heartland Consultants
Missouri
$211K -$155K 1 0.05% Reduced
2264
FSA
Fort Sheridan Advisors
Illinois
$211K -$110K 1 0.12% Reduced
2265
VNA
Valley National Advisers
Pennsylvania
$211K +$4.29K 5 0.06% Increased
2266
EWM
Executive Wealth Management
Michigan
$209K -$306K 7 0.03% Reduced
2267
PFS
Physicians Financial Services
North Carolina
$209K -$161K 1 0.12% Reduced
2268
TFO
Tarbox Family Office
California
$209K -$5.5M 10 0.07% Reduced
2269
DW
Domani Wealth
Pennsylvania
$208K +$199K 1 0.08% New
2270
EWM
Edge Wealth Management
New York
$208K -$12.9K 5 0.05% Reduced
2271
CPA
Clear Perspective Advisors
Illinois
$207K -$133K 1 0.13% Reduced
2272
CG
Cynosure Group
Utah
$207K +$263K 1 0.1% New
2273
NWM
Northwest Wealth Management
Iowa
$207K -$240K 1 0.17% Reduced
2274
OCG
Opus Capital Group
Ohio
$207K -$933K 1 0.06% Reduced
2275
BCM
BBT Capital Management
Texas
$206K +$27.2K 1 0.24% Increased