← All themes

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
2301
OF
Optimize Financial
California
$726K +$188K 3 0.26% Increased
2302
SCS
Sound Capital Solutions
Florida
$726K +$703K 3 0.17% New
2303
RFA
Register Financial Advisors
Georgia
$725K -$628K 1 0.22% Reduced
2304
SCP
Stamos Capital Partners
California
$724K +$42.6K 1 0.11% Increased
2305
71 West Capital Partners
71 West Capital Partners
Massachusetts
$721K +$84.5K 2 0.03% Increased
2306
GCA
Genesee Capital Advisors
New York
$719K +$573K 1 0.23% New
2307
OL
Optas LLC
Texas
$719K -$967K 2 0.1% Reduced
2308
IIM
Ipswich Investment Management
Massachusetts
$719K -$14.4K 2 0.15% Reduced
2309
BB
Bell Bank
North Dakota
$718K +$6.06K 2 0.03% Increased
2310
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$716K -$69.1K 2 0.09% Reduced
2311
FBFS
First Business Financial Services
Wisconsin
$716K -$311K 2 0.06% Reduced
2312
SWA
Shah Wealth Advisors
California
$715K +$698K 1 0.16% New
2313
1IA
1620 Investment Advisors
Massachusetts
$714K +$134K 4 0.44% Increased
2314
CFG
Capital Financial Group
Colorado
$711K +$94.4K 1 0.37% Increased
2315
FLFS
Family Legacy Financial Solutions
North Carolina
$710K -$57K 1 0.43% Reduced
2316
HWA
HMV Wealth Advisors
Louisiana
$709K -$37.6K 2 0.28% Reduced
2317
TC
TownSquare Capital
Utah
$709K +$10.3K 1 0.13% Increased
2318
SIC
Shoker Investment Counsel
Ohio
$708K +$15.7K 2 0.18% Increased
2319
HI
Hendershot Investments
Virginia
$706K $0 2 0.09% Maintained
2320
WCCM
Willow Creek Capital Management
Montana
$706K +$703K 1 0.69% New
2321
ECA
Elevated Capital Advisors
Utah
$703K -$264K 8 0.19% Reduced
2322
EA
Everpar Advisors
Oklahoma
$700K -$249K 2 0.2% Reduced
2323
PFT
Providence First Trust
Arizona
$700K +$7.67K 1 0.2% Increased
2324
LWP
Laurel Wealth Planning
Minnesota
$699K $0 1 0.31% Maintained
2325
PFM
Phillips Financial Management
Indiana
$695K -$402 1 0.05% Reduced