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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

Sanitation Water Infrastructure

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
226	Macquarie Group Sydney, NSW 2000, Australia	$75.2M	-$13.1M	15	0.16%	Reduced
227	Capital Fund Management (CFM) Paris, France	$75.1M	+$69.9M	5	0.84%	Increased
228	Baillie Gifford & Co Edinburgh, United Kingdom	$74.8M	+$72M	4	0.15%	New
229	ClearBridge Investments (Australia) Sydney, Australia	$73.7M	-$21.3K	2	2.28%	Reduced
230	Kornitzer Capital Management Shawnee Mission, Kansas	$73M	+$3.22M	4	1.16%	Increased
231	UBS O'Connor Chicago, Illinois	$72.2M	+$43.7M	2	0.68%	Increased
232	AIG American International Group New York	$72M	+$1.3M	36	0.31%	Increased
233	CHAM Clear Harbor Asset Management Stamford, Connecticut	$71.6M	-$6.18M	8	16.39%	Reduced
234	Kayne Anderson Rudnick Investment Management Los Angeles, California	$71.6M	-$1.33M	3	1.21%	Reduced
235	Aviva London, United Kingdom	$70.9M	-$3.64M	8	0.59%	Reduced
236	PAR Capital Management Boston, Massachusetts	$70.2M	$0	2	1.48%	Maintained
237	BNP Paribas Financial Markets Paris, France	$70.1M	-$77.5M	29	0.18%	Reduced
238	Vaughan Nelson Investment Management Houston, Texas	$69.6M	+$9.27M	3	0.99%	Increased
239	Westwood Holdings Group Dallas, Texas	$68.7M	-$11M	3	0.6%	Reduced
240	Suntrust Banks Atlanta, Georgia	$68.5M	-$2.67M	13	0.46%	Reduced
241	MVIP Mar Vista Investment Partners Los Angeles, California	$68.1M	+$902K	1	4.09%	Increased
242	GVI Green Valley Investors Wilmington, Delaware	$67.8M	$0	1	1.45%	Maintained
243	Hamlin Capital Management New York	$66.7M	+$31.1K	1	3.68%	Increased
244	HFA Harvest Fund Advisors Wayne, Pennsylvania	$65.5M	+$13.1M	1	1.01%	Increased
245	FNYS First New York Securities New York	$65.2M	+$70.3M	3	29.38%	Increased
246	Magellan Asset Management Sydney, Australia	$65.2M	+$7.36M	5	0.41%	Increased
247	Duff & Phelps Investment Management Chicago, Illinois	$65.1M	-$108K	3	1.05%	Reduced
248	Federated Hermes Pittsburgh, Pennsylvania	$64.2M	-$45.9M	16	0.21%	Reduced
249	Gotham Asset Management New York	$64M	+$17.6M	9	0.62%	Increased
250	Wedge Capital Management Charlotte, North Carolina	$63.8M	+$35.5M	9	0.67%	Increased