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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
2301
AWM
Aevitas Wealth Management
Massachusetts
$318K +$311K 9 0.3% New
2302
KBFS
Kohmann Bosshard Financial Services
Ohio
$318K $0 1 0.2% Maintained
2303
GFP
Gryphon Financial Partners
Ohio
$317K +$315K 9 0.18% New
2304
SP
Successful Portfolios
Florida
$317K +$317K 1 0.39% New
2305
Choreo LLC
Choreo LLC
Illinois
$316K -$3.8K 1 0.04% Reduced
2306
PCP
Proficio Capital Partners
Massachusetts
$316K -$166K 10 0.1% Reduced
2307
Hills Bank & Trust
Hills Bank & Trust
Iowa
$314K $0 1 0.09% Maintained
2308
SWM
SVA Wealth Management
Wisconsin
$312K -$90.8K 1 0.04% Reduced
2309
GIP
Greatmark Investment Partners
Georgia
$310K $0 1 0.11% Maintained
2310
LYV
Live Your Vision
Pennsylvania
$310K $0 6 0.1% Maintained
2311
Krilogy Financial
Krilogy Financial
Missouri
$309K -$450K 5 0.07% Reduced
2312
JFGIW
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$307K -$9.56K 4 0.04% Reduced
2313
MCF Advisors
MCF Advisors
Kentucky
$307K +$180 3 0.06% Increased
2314
MFW
Mosaic Family Wealth
Missouri
$305K -$310K 5 0.11% Reduced
2315
BWM
Baystate Wealth Management
Massachusetts
$303K +$206K 6 0.04% Increased
2316
C
Cerebellum
California
$303K +$294K 3 0.21% New
2317
JSL
JT Stratford LLC
Georgia
$301K -$35.1K 1 0.2% Reduced
2318
BFC
Blue Fin Capital
Rhode Island
$299K +$298K 1 0.17% New
2319
MSA
Marino Stram & Associates
Massachusetts
$298K +$297K 5 0.28% New
2320
PA
Planning Alternatives
Michigan
$298K $0 1 0.05% Maintained
2321
OFW
Omnia Family Wealth
Florida
$297K +$26.7K 7 0.14% Increased
2322
OCG
Opus Capital Group
Ohio
$297K +$38.3K 1 0.07% Increased
2323
3AM
3D Asset Management
Connecticut
$296K $0 1 0.07% Maintained
2324
FI
FormulaFolio Investments
Michigan
$296K -$310K 1 0.02% Reduced
2325
AIP
Almanack Investment Partners
Pennsylvania
$295K +$131K 2 0.12% Increased