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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
CHJWM
Carlton Hofferkamp & Jenks Wealth Management
Texas
$235K -$237K 1 0.13% Reduced
2302
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors
Missouri
$235K +$231K 1 0.02% New
2303
BWM
BerganKDV Wealth Management
Minnesota
$232K +$6.77K 6 0.04% Increased
2304
BCP
Berkeley Capital Partners
Georgia
$232K -$30.8K 1 0.12% Reduced
2305
IWAG
Integer Wealth Advisors Group
Georgia
$232K +$207K 1 0.23% New
2306
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$232K $0 1 0.06% Maintained
2307
PHS
Pekin Hardy Strauss
Illinois
$232K -$13.3K 1 0.04% Reduced
2308
Empirical Wealth Management
Empirical Wealth Management
Washington
$231K -$5.82K 1 0.03% Reduced
2309
SL
Signition LP
New York
$230K +$227K 1 1.15% New
2310
WIA
Westbourne Investment Advisors
Maryland
$230K $0 1 0.16% Maintained
2311
CPIA
Cornell Pochily Investment Advisors
New York
$229K +$236K 1 0.14% New
2312
JWM
JGP Wealth Management
Oregon
$228K -$21.8K 1 0.07% Reduced
2313
SWM
Shakespeare Wealth Management
Wisconsin
$228K +$210K 1 0.12% New
2314
VCM
Vivaldi Capital Management
Illinois
$228K -$28.1K 1 0.06% Reduced
2315
BCMO
Buckingham Capital Management (Ohio)
Ohio
$227K -$2.42K 1 0.04% Reduced
2316
TCTC Holdings
TCTC Holdings
Texas
$226K $0 1 0.01% Maintained
2317
GAB
German American Bancorp
Indiana
$225K $0 1 0.06% Maintained
2318
MAM
Mastrapasqua Asset Management
Tennessee
$225K $0 1 0.04% Maintained
2319
XM
XTX Markets
New York
$224K +$221K 1 1.58% New
2320
CPA
Capital Planning Advisors
California
$223K +$218K 1 0.06% New
2321
VWM
Valley Wealth Managers
New Jersey
$223K -$219K 1 0.02% Reduced
2322
Grimes & Company
Grimes & Company
Massachusetts
$222K +$269K 1 0.01% New
2323
WI
WrapManager Inc
California
$222K -$1.71K 1 0.07% Reduced
2324
CreativeOne Wealth
CreativeOne Wealth
Kansas
$220K +$215K 1 0.04% New
2325
AFG
Albion Financial Group
Utah
$219K +$216K 1 0.03% New