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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
2351
MIS
Morningstar Investment Services
Illinois
$278K +$49.4K 1 0% Increased
2352
SVWAG
Sound View Wealth Advisors Group
Georgia
$277K -$216K 1 0.06% Reduced
2353
AWM
AllSquare Wealth Management
New York
$276K $0 6 0.16% Maintained
2354
AC
Apogem Capital
New York
$276K +$3.23K 1 0.18% Increased
2355
Merit Financial Group
Merit Financial Group
Georgia
$275K $0 1 0.03% Maintained
2356
S
swisspartners
Liechtenstein
$275K +$289K 1 0.21% New
2357
VCM
Vision Capital Management
Oregon
$275K $0 1 0.04% Maintained
2358
QAM
QCI Asset Management
New York
$274K +$6.36K 1 0.02% Increased
2359
SAM
Secure Asset Management
Michigan
$274K -$4.63K 1 0.14% Reduced
2360
CRIG
Charter Research & Investment Group
Connecticut
$273K $0 1 0.23% Maintained
2361
Dakota Wealth Management
Dakota Wealth Management
Florida
$273K +$21.4K 1 0.03% Increased
2362
OWM
OneAscent Wealth Management
Alabama
$273K +$281K 1 0.31% New
2363
HCM
Hilton Capital Management
New York
$272K $0 1 0.03% Maintained
2364
UBV
United Bank (Virginia)
Virginia
$272K $0 1 0.04% Maintained
2365
RWA Wealth Partners
RWA Wealth Partners
Massachusetts
$271K $0 1 0.02% Maintained
2366
DBIA
Dumont & Blake Investment Advisors
New Jersey
$269K $0 1 0.08% Maintained
2367
ICP
Interchange Capital Partners
Pennsylvania
$269K +$3.87K 1 0.45% Increased
2368
SMG
Spectrum Management Group
Indiana
$269K +$25.4K 5 0.04% Increased
2369
AFG
Allegheny Financial Group
Pennsylvania
$268K +$1.48K 1 0.12% Increased
2370
FVCM
F&V Capital Management
Florida
$268K $0 1 0.11% Maintained
2371
SN
Sittner & Nelson
Oregon
$268K $0 4 0.17% Maintained
2372
TC
Truvestments Capital
Florida
$268K +$1.29K 2 0.15% Increased
2373
AI
Aperture Investors
New York
$266K +$305K 1 0.04% New
2374
ISWM
Independent Solutions Wealth Management
New York
$265K -$958 1 0.07% Reduced
2375
WC
Whitney & Co
New York
$265K $0 1 0.04% Maintained