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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
2401
RBFC
Roman Butler Fullerton & Co
Missouri
$618K -$23.7K 1 0.15% Reduced
2402
GSIS
Global Strategic Investment Solutions
Arizona
$617K -$19.2K 1 0.05% Reduced
2403
SPC
Spirepoint Private Client
Florida
$616K -$13.4K 2 0.05% Reduced
2404
OL
OneFund LLC
Florida
$616K -$18.5K 8 0.35% Reduced
2405
GWA
Gratus Wealth Advisors
Virginia
$616K -$519K 1 0.08% Reduced
2406
S
SimplyRich
California
$613K +$848 1 0.14% Increased
2407
BPW
BlueDoor Private Wealth
Massachusetts
$612K +$199K 1 0.26% Increased
2408
PFW
Petros Family Wealth
Minnesota
$611K -$78.7K 2 0.37% Reduced
2409
SW
SVB Wealth
Massachusetts
$610K -$249K 1 0.04% Reduced
2410
RA
Range Advisory
Virginia
$610K +$71.9K 2 0.07% Increased
2411
PWP
Private Wealth Partners
California
$607K -$763K 1 0.04% Reduced
2412
JWM
Johnson Wealth Management
North Dakota
$604K -$883 1 0.26% Reduced
2413
VI
Versor Investments
New York
$604K +$128K 1 1.27% Increased
2414
CastleKnight Management
CastleKnight Management
New York
$603K +$427K 2 0.01% Increased
2415
CIA
Cape Investment Advisory
Georgia
$603K +$75.9K 12 0.16% Increased
2416
TCM
TruNorth Capital Management
Michigan
$602K $0 2 0.1% Maintained
2417
CPW
Crestmont Private Wealth
Texas
$600K +$84.9K 1 0.17% Increased
2418
WPW
Winthrop Partners - WNY
New York
$599K $0 1 0.3% Maintained
2419
MBTD
Mechanics Bank - Trust Department
California
$595K -$37.1K 2 0.07% Reduced
2420
NCM
NCM Capital Management
New Jersey
$595K -$17.5K 2 0.18% Reduced
2421
NSB
Norway Savings Bank
Maine
$594K +$60.5K 1 0.25% Increased
2422
SSW
Smith Shellnut Wilson
Mississippi
$593K $0 2 0.22% Maintained
2423
PWMG
Pinnacle Wealth Management Group
Michigan
$591K $0 2 0.28% Maintained
2424
Marex Group
Marex Group
$590K +$374K 3 0% Increased
2425
PWM
Power Wealth Management
Georgia
$587K -$139K 1 0.2% Reduced