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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
Caxton Associates (New York)
Caxton Associates (New York)
New York
$142K +$134K 1 0.01% New
2302
EWP
Engrave Wealth Partners
Texas
$142K +$5.03K 5 0.13% Increased
2303
NPP
New Potomac Partners
Maryland
$142K $0 1 0.13% Maintained
2304
SL
Savior LLC
Massachusetts
$140K -$1.42K 9 0.18% Reduced
2305
HWA
HHM Wealth Advisors
Tennessee
$139K -$4K 3 0.06% Reduced
2306
GWS
Glassman Wealth Services
Virginia
$137K +$19.4K 15 0.04% Increased
2307
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$137K +$101K 1 0.02% New
2308
PO
Private Ocean
California
$136K -$55K 3 0.03% Reduced
2309
BWA
Burt Wealth Advisors
Maryland
$134K $0 3 0.05% Maintained
2310
CH
Canton Hathaway
Rhode Island
$133K +$3.5K 2 0.09% Increased
2311
CHA
Carmichael Hill & Associates
Maryland
$133K -$29.7K 4 0.1% Reduced
2312
RWB
RMR Wealth Builders
New Jersey
$133K +$117K 2 0.12% New
2313
CBT
Central Bank & Trust
Kentucky
$130K -$51K 2 0.03% Reduced
2314
LWA
Lenox Wealth Advisors
New York
$120K +$4.93K 5 0.02% Increased
2315
Penserra Capital Management
Penserra Capital Management
California
$120K -$1.06M 3 0.01% Reduced
2316
Cornerstone Investment Partners
Cornerstone Investment Partners
Georgia
$118K -$15.9K 1 0.01% Reduced
2317
CWC
Carolinas Wealth Consulting
North Carolina
$117K +$102K 9 0.05% Increased
2318
Sageworth Trust
Sageworth Trust
Pennsylvania
$115K -$95.4K 5 0.01% Reduced
2319
LWM
Lenox Wealth Management
Ohio
$114K -$387 5 0.03% Reduced
2320
GIM
Greenwich Investment Management
Connecticut
$113K $0 1 0.14% Maintained
2321
MA
Modus Advisors
Minnesota
$106K +$103K 1 0.07% New
2322
MMG
Monetary Management Group
Missouri
$106K $0 3 0.04% Maintained
2323
CCM
Cribstone Capital Management
Maine
$103K +$35.5K 7 0.09% Increased
2324
CFFP
Center for Financial Planning
Michigan
$102K -$7.07K 6 0.04% Reduced
2325
HRC
Hoertkorn Richard Charles
$100K $0 1 0.07% Maintained