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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
JMF
Johnson Midwest Financial
Iowa
$289K $0 2 1.1% Maintained
2327
PWMG
Pinnacle Wealth Management Group
Michigan
$289K $0 1 0.25% Maintained
2328
BOM
Bank of Marin
California
$288K -$20K 1 0.28% Reduced
2329
Maryland Capital Management
Maryland Capital Management
Maryland
$288K +$337K 1 0.02% New
2330
KPW
Kore Private Wealth
New York
$285K $0 1 0.05% Maintained
2331
CFSG
Clark Financial Services Group
Missouri
$284K +$319K 1 0.3% New
2332
EBA
Eagle Bay Advisors
New York
$284K +$20.9K 9 0.18% Increased
2333
Main Street Research
Main Street Research
Connecticut
$284K $0 1 0.06% Maintained
2334
TruWealth Advisors
TruWealth Advisors
Louisiana
$283K -$205K 1 0.03% Reduced
2335
BDFN
Bond & Devick Financial Network
Minnesota
$282K $0 1 0.23% Maintained
2336
Capital Investment Advisory Services
Capital Investment Advisory Services
North Carolina
$281K +$71 2 0.04% Increased
2337
D.J. St. Germain
D.J. St. Germain
Massachusetts
$281K $0 1 0.02% Maintained
2338
AWM
AllSquare Wealth Management
New York
$280K +$36.9K 6 0.2% Increased
2339
BCM
Barometer Capital Management
Ontario, Canada
$279K +$304K 1 0.12% New
2340
CCG
Capital CS Group
California
$276K $0 1 0.3% Maintained
2341
FRA
Front Row Advisors
California
$276K +$2.43K 6 0.14% Increased
2342
Beaumont Financial Advisors
Beaumont Financial Advisors
Massachusetts
$275K $0 1 0.03% Maintained
2343
Charter Oak Capital Management
Charter Oak Capital Management
New Hampshire
$274K -$450K 1 0.04% Reduced
2344
Shay Capital
Shay Capital
New York
$274K +$274K 1 0.06% New
2345
First PREMIER Bank
First PREMIER Bank
South Dakota
$272K -$8.71K 5 0.09% Reduced
2346
Meridian Wealth Partners
Meridian Wealth Partners
Pennsylvania
$272K $0 1 0.07% Maintained
2347
EPWM
Essex Private Wealth Management
Massachusetts
$271K $0 1 1.08% Maintained
2348
AFWM
AMJ Financial Wealth Management
Virginia
$270K $0 1 0.18% Maintained
2349
AMIM
Aull & Monroe Investment Management
Alabama
$269K $0 1 0.15% Maintained
2350
Alaska Wealth Advisors
Alaska Wealth Advisors
Alaska
$268K $0 1 0.05% Maintained