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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	BP Berkshire Partners Boston, Massachusetts	$125M	$0	1	12.11%	Maintained
227	Arizona State Retirement System Phoenix, Arizona	$125M	+$19.3M	15	1.21%	Increased
228	SFC SYM Financial Corp Winona Lake, Indiana	$124M	+$124M	1	56.4%	New
229	Robeco Schweiz Zurich, Switzerland	$122M	+$12.4M	8	8.04%	Increased
230	Rockefeller Financial Services New York	$120M	-$55.7M	11	1.89%	Reduced
231	Gateway Investment Advisers Cincinnati, Ohio	$119M	-$6.02M	7	1.01%	Reduced
232	Segall Bryant & Hamill Chicago, Illinois	$119M	+$1.2M	9	2.61%	Increased
233	VM Valinor Management New York	$119M	+$52.6M	1	3.51%	Increased
234	USS Investment Management London, United Kingdom	$118M	$0	1	1.37%	Maintained
235	JP Morgan Private Wealth Advisors San Francisco, California	$118M	+$14.5M	15	0.77%	Increased
236	Atalanta Sosnoff Capital New York	$116M	+$31.9M	2	3.78%	Increased
237	R.M. Davis Inc Portland, Maine	$116M	-$896K	6	4.53%	Reduced
238	Blackstone Inc New York	$115M	+$102M	1	0.47%	New
239	PAR Capital Management Boston, Massachusetts	$115M	$0	2	1.29%	Maintained
240	Panagora Asset Management Boston, Massachusetts	$114M	+$28M	19	0.43%	Increased
241	Congress Asset Management Boston, Massachusetts	$114M	+$910K	4	1.65%	Increased
242	Confluence Investment Management St. Louis, Missouri	$112M	+$6.76M	2	2.04%	Increased
243	Robeco Institutional Asset Management Rotterdam, Netherlands	$112M	+$21.3M	9	0.58%	Increased
244	CB Chemical Bank Detroit, Michigan	$111M	+$2.52M	4	12%	Increased
245	NIM NXG Investment Management Dallas, Texas	$111M	+$11.7M	4	3.35%	Increased
246	Eagle Asset Management St Petersburg, Florida	$111M	-$14.8M	3	0.61%	Reduced
247	CC Carlson Capital Dallas, Texas	$108M	+$97.5M	1	1.85%	Increased
248	Fifth Third Bancorp Cincinnati, Ohio	$108M	-$87.8K	21	0.74%	Reduced
249	DAC Dividend Assets Capital Ridgeland, South Carolina	$107M	-$7.85M	3	4.79%	Reduced
250	Lazard Asset Management New York	$106M	+$31.8M	5	0.18%	Increased