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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
RW
REDW Wealth
New Mexico
$274K -$12.9K 1 0.2% Reduced
2302
BWM
Baystate Wealth Management
Massachusetts
$273K -$26.8K 6 0.04% Reduced
2303
BFG
Beacon Financial Group
Texas
$272K +$13.2K 1 0.05% Increased
2304
GWM
GSB Wealth Management
Connecticut
$272K $0 1 1.29% Maintained
2305
GC
Garde Capital
Washington
$270K $0 1 0.05% Maintained
2306
SCG
Sonata Capital Group
Washington
$269K +$167 1 0.19% Increased
2307
CIP
Convergence Investment Partners
Florida
$268K -$4.02M 1 0.04% Reduced
2308
HWA
Heritage Way Advisors
Illinois
$264K $0 1 0.19% Maintained
2309
SSP
Sapphire Star Partners
Washington
$264K -$366K 1 0.27% Reduced
2310
TG
TLP Group
Illinois
$262K -$368K 4 0.4% Reduced
2311
BIM
Baldwin Investment Management
Pennsylvania
$261K -$122K 1 0.08% Reduced
2312
MWA
MFA Wealth Advisors
Pennsylvania
$261K +$247K 1 0.17% New
2313
MCA
Morris Capital Advisors
Pennsylvania
$261K -$136K 1 0.18% Reduced
2314
PMFA
Plante Moran Financial Advisors
Michigan
$261K -$113K 7 0.13% Reduced
2315
Karpus Investment Management
Karpus Investment Management
New York
$259K +$34.8K 1 0.01% Increased
2316
CIM
Chiron Investment Management
New York
$257K +$119K 1 0.02% Increased
2317
PA
Planning Alternatives
Michigan
$257K +$258K 1 0.05% New
2318
AC
Avestar Capital
New York
$255K +$35.2K 7 0.16% Increased
2319
CWM
Cahaba Wealth Management
Georgia
$255K +$1.32K 1 0.09% Increased
2320
WWMSC
Wagner Wealth Management (South Carolina)
South Carolina
$254K -$50.7K 4 0.18% Reduced
2321
AOWM
Alpha Omega Wealth Management
Virginia
$253K +$41.5K 4 0.12% Increased
2322
OFW
Omnia Family Wealth
Florida
$252K -$11.5K 6 0.12% Reduced
2323
MSA
Marino Stram & Associates
Massachusetts
$251K -$28.2K 5 0.22% Reduced
2324
BO
BRR OpCo
Ohio
$250K +$12.9K 1 0.07% Increased
2325
MFW
Mosaic Family Wealth
Missouri
$250K +$3.2K 4 0.09% Increased