← All themes

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
LWA
Lowe Wealth Advisors
Maryland
$236K $0 2 0.12% Maintained
2402
Sargent Investment Group
Sargent Investment Group
Maryland
$236K +$207K 1 0.07% New
2403
GW & Wade
GW & Wade
Massachusetts
$235K +$224K 1 0.01% New
2404
FFA
Freedman Financial Associates
Massachusetts
$233K +$216K 5 0.21% New
2405
Sonora Investment Management
Sonora Investment Management
Arizona
$233K -$36.4K 4 0.02% Reduced
2406
S
Surevest
California
$233K +$198K 1 0.08% New
2407
Ellenbecker Investment Group
Ellenbecker Investment Group
Wisconsin
$232K +$197K 1 0.09% New
2408
TP
Tranquility Partners
Tennessee
$232K -$75K 1 0.16% Reduced
2409
Glassman Wealth Services
Glassman Wealth Services
Virginia
$231K +$23.9K 14 0.05% Increased
2410
Permanens Capital
Permanens Capital
New York
$231K +$146K 2 0.05% Increased
2411
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$231K +$203K 1 0.01% New
2412
GM Advisory Group
GM Advisory Group
New York
$230K -$41.1K 1 0.03% Reduced
2413
SICM
Sustainable Insight Capital Management
New York
$228K +$220K 1 0.16% New
2414
Well Done LLC
Well Done LLC
Michigan
$228K +$201K 1 0.06% New
2415
AMC
Asset Management Corp
Illinois
$227K +$211K 1 0.13% New
2416
Baystate Wealth Management
Baystate Wealth Management
Massachusetts
$227K -$31.8K 7 0.03% Reduced
2417
Granite Investment Advisors
Granite Investment Advisors
New Hampshire
$227K +$210K 1 0.04% New
2418
NIM
NuWave Investment Management
New Jersey
$227K -$277K 3 0.3% Reduced
2419
Stockman Wealth Management
Stockman Wealth Management
Montana
$227K -$1.67M 1 0.07% Reduced
2420
Harvest Fund Management
Harvest Fund Management
China
$226K -$83.3K 3 0.02% Reduced
2421
LF
Lantz Financial
Illinois
$226K -$37.6K 1 0.14% Reduced
2422
United Bank (Virginia)
United Bank (Virginia)
Virginia
$224K +$207K 1 0.03% New
2423
AWM
AllSquare Wealth Management
New York
$223K +$9.6K 6 0.15% Increased
2424
MPPLM
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$223K +$189K 1 0.14% New
2425
PP
Patron Partners
Texas
$223K +$224K 1 0.22% New