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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
WFMPM
Woodley Farra Manion Portfolio Management
Indiana
$299K +$310K 1 0.02% New
2327
CPA
Capital Planning Advisors
California
$297K +$307K 1 0.06% New
2328
WH
Whitcomb & Hess
Ohio
$297K +$291K 1 0.13% New
2329
DBIA
Dumont & Blake Investment Advisors
New Jersey
$296K $0 1 0.08% Maintained
2330
TFS
Thoroughbred Financial Services
Tennessee
$293K -$25.2K 1 0.07% Reduced
2331
TWM
TriaGen Wealth Management
California
$293K -$2.02K 1 0.15% Reduced
2332
AG
Appleton Group
Wisconsin
$292K +$286K 1 0.22% New
2333
FPB
First PREMIER Bank
South Dakota
$291K $0 2 0.08% Maintained
2334
PS
Planned Solutions
California
$291K $0 1 0.2% Maintained
2335
IIM
InTrack Investment Management
Vermont
$290K +$15.6K 1 0.23% Increased
2336
SC
Steph & Co
Wisconsin
$290K $0 3 0.19% Maintained
2337
Dakota Wealth Management
Dakota Wealth Management
Florida
$288K -$138K 1 0.03% Reduced
2338
JWM
Jeppson Wealth Management
California
$286K $0 1 0.16% Maintained
2339
SIM
Sterling Investment Management
Arizona
$285K -$186K 1 0.19% Reduced
2340
EWM
Edge Wealth Management
New York
$283K $0 7 0.06% Maintained
2341
FVCM
F&V Capital Management
Florida
$283K $0 1 0.1% Maintained
2342
MPW
Monterey Private Wealth
California
$283K +$8.91K 1 0.16% Increased
2343
PTC
Petrus Trust Company
Texas
$283K +$305K 1 0.03% New
2344
IP
Innovative Portfolios
Indiana
$282K +$287K 1 0.75% New
2345
TC
Truvestments Capital
Florida
$281K -$7.34K 2 0.15% Reduced
2346
ISWM
Independent Solutions Wealth Management
New York
$281K -$23.4K 1 0.07% Reduced
2347
CFSG
Community Financial Services Group
Vermont
$280K +$274K 1 0.08% New
2348
IAA
Ironsides Asset Advisors
North Carolina
$280K -$7.86K 1 0.08% Reduced
2349
NFGCM
Norman Fields Gottscho Capital Management
New York
$280K $0 1 0.11% Maintained
2350
IP
Investment Partners
Ohio
$279K +$266K 1 0.13% New