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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
Sowell Financial Services
Sowell Financial Services
Arkansas
$252K -$6.47M 1 0.02% Reduced
2402
WA
WBH Advisory
Maryland
$252K $0 1 0.04% Maintained
2403
ICM
IMS Capital Management
Oregon
$251K -$3.69K 1 0.15% Reduced
2404
PSC
Prentiss Smith & Co
Vermont
$251K $0 1 0.12% Maintained
2405
SFSIG
San Francisco Sentry Investment Group
California
$249K -$823K 6 0.13% Reduced
2406
Orgel Wealth Management
Orgel Wealth Management
Wisconsin
$247K +$286K 1 0.03% Increased
2407
WDL
Well Done LLC
Michigan
$247K -$1.51K 1 0.05% Reduced
2408
WPP
Whalerock Point Partners
Rhode Island
$245K $0 1 0.09% Maintained
2409
AIIMS
Analyst IMS Investment Management Services
Israel
$244K $0 1 0.03% Maintained
2410
HBT
Heartland Bank & Trust
Illinois
$244K -$517K 1 0.22% Reduced
2411
TWM
Tradition Wealth Management
Minnesota
$244K +$22.4K 8 0.04% Increased
2412
LIG
Lokken Investment Group
Delaware
$243K +$34.3K 1 0.2% Increased
2413
PD
Planning Directions
Pennsylvania
$243K +$891 1 0.18% Increased
2414
BCM
Beddow Capital Management
Wyoming
$242K $0 1 0.14% Maintained
2415
EIG
Ellenbecker Investment Group
Wisconsin
$242K $0 1 0.08% Maintained
2416
VCM
Vivaldi Capital Management
Illinois
$242K -$2.17K 1 0.05% Reduced
2417
BCPWM
Bradley & Co Private Wealth Management
Florida
$241K -$1.81K 1 0.21% Reduced
2418
CCM
Cohen Capital Management
California
$241K $0 1 0.04% Maintained
2419
EIA
Edgemoor Investment Advisors
Maryland
$241K $0 1 0.02% Maintained
2420
KA
KLCM Advisors
Wisconsin
$241K +$249K 1 0.05% New
2421
AWM
Atticus Wealth Management
Florida
$240K +$6.29K 3 0.1% Increased
2422
IWA
IBEX Wealth Advisors
New Jersey
$240K +$228K 1 0.05% New
2423
MFGM
Marshall Financial Group (Maryland)
Maryland
$237K $0 1 0.13% Maintained
2424
SCM
Spreng Capital Management
Ohio
$237K +$5.55K 1 0.15% Increased
2425
ITFISA
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$235K $0 1 0.05% Maintained