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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
BBA
Braun-Bostich & Associates
Pennsylvania
$269K -$73.4K 4 0.28% Reduced
2402
CBA
Coastal Bridge Advisors
Connecticut
$268K -$153K 1 0.09% Reduced
2403
ACM
Alethea Capital Management
Washington
$267K $0 1 0.19% Maintained
2404
GA
GFS Advisors
Texas
$267K -$3.73M 1 0.08% Reduced
2405
HWA
Heritage Way Advisors
Illinois
$267K $0 1 0.18% Maintained
2406
LC
Lourd Capital
California
$267K -$741K 1 0.03% Reduced
2407
NAS
Nicolet Advisory Services
Wisconsin
$267K +$267K 1 0.05% New
2408
PGA
Premia Global Advisors
Florida
$267K -$175K 5 0.27% Reduced
2409
Klingman & Associates
Klingman & Associates
New York
$266K $0 1 0.05% Maintained
2410
TAM
Taurus Asset Management
New York
$264K -$18K 1 0.04% Reduced
2411
BWCS
Beirne Wealth Consulting Services
Connecticut
$263K -$362K 1 0.21% Reduced
2412
BHTS
Bar Harbor Trust Services
Maine
$262K -$28.4K 1 0.15% Reduced
2413
LWA
Lenox Wealth Advisors
New York
$261K +$2.68K 5 0.05% Increased
2414
HFS
Howard Financial Services
Texas
$258K -$3.47K 1 0.18% Reduced
2415
FWM
Fairhaven Wealth Management
Illinois
$257K $0 1 0.24% Maintained
2416
MSR
Main Street Research
Connecticut
$257K $0 1 0.08% Maintained
2417
CFA
Cahill Financial Advisors
Minnesota
$256K -$486K 1 0.11% Reduced
2418
HC
Hamilton Capital
Ohio
$255K +$263K 1 0.11% New
2419
HCM
HGI Capital Management
New York
$255K $0 1 0.13% Maintained
2420
Modera Wealth Management
Modera Wealth Management
New Jersey
$255K -$23.9K 1 0.05% Reduced
2421
AW
ACG Wealth
Georgia
$253K -$223K 1 0.03% Reduced
2422
AC
Avestar Capital
New York
$253K -$14.8K 8 0.17% Reduced
2423
SIC
Shoker Investment Counsel
Ohio
$252K -$4.02K 1 0.19% Reduced
2424
GP
Greenline Partners
New York
$249K +$19.4K 1 0.08% Increased
2425
OFW
Omnia Family Wealth
Florida
$246K -$19.2K 6 0.12% Reduced