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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	Zacks Investment Management Chicago, Illinois	$82.5M	+$3.12M	9	2.33%	Increased
227	Baird Financial Group Milwaukee, Wisconsin	$81.5M	-$2.41M	13	0.73%	Reduced
228	OA Omega Advisors New York	$80.7M	-$22.5M	1	2.49%	Reduced
229	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$80.6M	$0	1	0.12%	Maintained
230	Federated Hermes Pittsburgh, Pennsylvania	$79.9M	-$18.5M	17	0.23%	Reduced
231	CAM CGOV Asset Management Toronto, Ontario, Canada	$79.1M	+$59.8M	1	3.06%	New
232	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$79M	+$2.64M	5	8.82%	Increased
233	Cohen & Steers New York	$78.9M	-$6.96M	1	0.2%	Reduced
234	D.E. Shaw & Co New York	$78.9M	+$5.99M	14	0.14%	Increased
235	HCM Holland Capital Management Chicago, Illinois	$78.5M	-$6.84M	2	3.22%	Reduced
236	CHAM Clear Harbor Asset Management Stamford, Connecticut	$78.3M	-$1.55M	8	17.1%	Reduced
237	Scout Investments Kansas City, Missouri	$77.3M	+$28.4M	4	2.17%	Increased
238	RHBC R.H. Bluestein & Co Birmingham, Michigan	$77.2M	-$11.6K	7	5.08%	Reduced
239	RHJA Rice Hall James & Associates San Diego, California	$75.6M	+$1.37M	4	3.95%	Increased
240	LSV Asset Management Chicago, Illinois	$74.9M	-$9.5M	6	0.15%	Reduced
241	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$74.8M	+$1.71M	7	0.19%	Increased
242	Williams Jones & Associates New York	$74.7M	+$248K	4	2.18%	Increased
243	GIM GCA Investment Management New York	$73.8M	-$6.65M	5	22.76%	Reduced
244	Stockbridge Partners Boston, Massachusetts	$73.8M	-$12.3M	1	3.55%	Reduced
245	WCMNY Westchester Capital Management (New York) Valhalla, New York	$73.3M	-$6.93M	1	2.1%	Reduced
246	Welch & Forbes Boston, Massachusetts	$72M	-$1.5M	5	2.49%	Reduced
247	R.M. Davis Inc Portland, Maine	$71.6M	+$3.13M	6	3.49%	Increased
248	BNP Paribas Financial Markets Paris, France	$70.7M	-$29.7M	30	0.29%	Reduced
249	MNH Magnum NGL HoldCo Houston, Texas	$68.5M	-$26.6M	1	100%	Reduced
250	Vaughan Nelson Investment Management Houston, Texas	$67.8M	-$833K	1	0.8%	Reduced