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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
2326
CCM
Consolidated Capital Management
California
$295K +$275K 1 0.3% New
2327
GWM
GSB Wealth Management
Connecticut
$294K $0 1 1.32% Maintained
2328
GC
Garde Capital
Washington
$293K +$1.08K 1 0.06% Increased
2329
HT
Heritage Trust
Oklahoma
$293K -$23.3K 3 0.11% Reduced
2330
CWM
Confluence Wealth Management
Oregon
$290K -$70.1K 1 0.14% Reduced
2331
SCG
Sonata Capital Group
Washington
$290K +$180 1 0.21% Increased
2332
ACM
Armbruster Capital Management
New York
$289K $0 3 0.13% Maintained
2333
LFA
Landmark Financial Advisors
Kentucky
$288K +$288K 1 0.18% New
2334
RWA
River Wealth Advisors
Pennsylvania
$288K +$720 1 0.12% Increased
2335
PWM
Paulson Wealth Management
Illinois
$287K +$286K 3 0.25% New
2336
Capital Advisors Inc
Capital Advisors Inc
Oklahoma
$285K +$1.62K 1 0.02% Increased
2337
HWA
Heritage Way Advisors
Illinois
$285K $0 1 0.21% Maintained
2338
LG
Leuthold Group
Minnesota
$284K $0 1 0.03% Maintained
2339
PHK
Point72 Hong Kong
Hong Kong
$284K -$89.9K 7 0.22% Reduced
2340
QAM
Quantres Asset Management
Cayman Islands
$282K -$867K 1 0.18% Reduced
2341
BFG
Beacon Financial Group
Texas
$279K -$5.22K 1 0.05% Reduced
2342
PTB
Pioneer Trust Bank
Oregon
$279K -$14.2K 1 0.14% Reduced
2343
SS
Sunbelt Securities
Texas
$279K +$265 1 0.27% Increased
2344
FC
Fore Capital
New York
$278K +$189K 1 0.11% New
2345
BO
BRR OpCo
Ohio
$277K +$51.7K 1 0.08% Increased
2346
WI
WrapManager Inc
California
$276K -$6.68K 1 0.09% Reduced
2347
BOS
Bank of Stockton
California
$275K +$273K 1 0.11% New
2348
LFR
Lehman Financial Resources
Pennsylvania
$275K $0 1 0.14% Maintained
2349
RI
Ridgewood Investments
New Jersey
$275K -$720 1 0.25% Reduced
2350
SIM
SSI Investment Management
California
$272K -$40.2K 1 0.02% Reduced