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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
Hershey Trust Company
Hershey Trust Company
Pennsylvania
$130K +$57.9K 1 0% Increased
2402
Balentine LLC
Balentine LLC
Georgia
$126K +$35.1K 6 0.01% Increased
2403
Ritholtz Wealth Management
Ritholtz Wealth Management
New York
$123K +$103K 1 0.02% New
2404
CL
CSS LLC
Illinois
$122K +$117K 1 0.01% New
2405
LWA
Lenox Wealth Advisors
New York
$122K +$346 5 0.02% Increased
2406
FCB
First Command Bank
Texas
$120K -$62K 2 0.06% Reduced
2407
FCFS
First Command Financial Services
Texas
$120K -$62K 2 0.06% Reduced
2408
HRC
Hoertkorn Richard Charles
$118K $0 1 0.07% Maintained
2409
Welch Group
Welch Group
Alabama
$118K +$117K 1 0.01% New
2410
Kayne Anderson Capital Advisors
Kayne Anderson Capital Advisors
California
$113K $0 1 0% Maintained
2411
CAC
Certified Advisory Corp
Florida
$108K -$42K 4 0.03% Reduced
2412
BCA
Bray Capital Advisors
Florida
$104K -$7.75K 1 0.04% Reduced
2413
HGWM
Harvest Group Wealth Management
Massachusetts
$102K -$515 10 0.09% Reduced
2414
AFS
Aft Forsyth & Sober
Florida
$97K +$95.9K 1 0.09% New
2415
LWM
Lenox Wealth Management
Ohio
$97K -$4.41K 4 0.03% Reduced
2416
PWMG
Prestige Wealth Management Group
New Jersey
$97K -$26.5K 4 0.05% Reduced
2417
BSG
Black Swift Group
Colorado
$96K $0 1 0.14% Maintained
2418
NSB
Norway Savings Bank
Maine
$96K -$7.99K 2 0.07% Reduced
2419
MCF Advisors
MCF Advisors
Kentucky
$95K $0 4 0.01% Maintained
2420
PA
PSI Advisors
Florida
$95K +$97K 5 0.06% New
2421
SLF
Sun Life Financial
Ontario, Canada
$94K -$122K 5 0.03% Reduced
2422
CIA
Cascade Investment Advisors
Oregon
$93.8K -$4.69K 2 0.07% Reduced
2423
CFFP
Center for Financial Planning
Michigan
$93K +$92.4K 4 0.02% New
2424
WB
West Bancorporation
Iowa
$93K +$96.1K 2 0.09% New
2425
APC
Aspire Private Capital
North Carolina
$90K +$42.9K 3 0.04% Increased