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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
VBCG
Valley Brook Capital Group
Pennsylvania
$325K -$218K 1 0.32% Reduced
2302
ARM
Adirondack Research & Management
New York
$324K $0 1 0.39% Maintained
2303
FAS Wealth Partners
FAS Wealth Partners
Kansas
$324K +$658 1 0.03% Increased
2304
LL
LPWM LLC
Minnesota
$323K -$36.8K 1 0.19% Reduced
2305
HNW
High Note Wealth
Minnesota
$322K +$339K 1 0.12% New
2306
WH
Whitcomb & Hess
Ohio
$320K $0 1 0.14% Maintained
2307
Gould Asset Management
Gould Asset Management
California
$319K -$1.94M 1 0.1% Reduced
2308
JSF Financial
JSF Financial
California
$319K +$32K 1 0.16% Increased
2309
CG
Corundum Group
Colorado
$318K -$232K 1 0.24% Reduced
2310
BWM
Bulltick Wealth Management
Florida
$317K +$329K 1 0.07% New
2311
AG
Appleton Group
Wisconsin
$317K +$18.5K 1 0.27% Increased
2312
GFA
Gifford Fong Associates
California
$317K $0 1 0.06% Maintained
2313
SFA
Seneca Financial Advisors
New York
$314K -$356K 1 0.21% Reduced
2314
Aspiriant LLC
Aspiriant LLC
California
$314K +$219 1 0.02% Increased
2315
Ausdal Financial Partners
Ausdal Financial Partners
Iowa
$311K +$103K 1 0.05% Increased
2316
StrategIQ Financial Group
StrategIQ Financial Group
Indiana
$310K +$322K 1 0.06% New
2317
CCG
Capital CS Group
California
$309K -$478K 1 0.29% Reduced
2318
Sabal Trust
Sabal Trust
Florida
$308K +$5.74K 1 0.02% Increased
2319
CAM
Campion Asset Management
Virginia
$306K $0 1 0.27% Maintained
2320
CFSG
Community Financial Services Group
Vermont
$306K +$27.2K 1 0.08% Increased
2321
LF
Lantz Financial
Illinois
$305K +$32.2K 1 0.16% Increased
2322
Woodline Partners
Woodline Partners
California
$304K +$308K 1 0.01% New
2323
Financial Engines Advisors
Financial Engines Advisors
California
$302K -$1.97K 1 0% Reduced
2324
JWM
Jeppson Wealth Management
California
$297K -$17.5K 1 0.15% Reduced
2325
BWM
Birchcreek Wealth Management
Ohio
$296K $0 1 0.28% Maintained