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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	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$118M	-$1.35M	5	8.37%	Reduced
227	Kovitz Investment Group Partners Chicago, Illinois	$117M	+$44.8M	4	2.03%	Increased
228	Jennison Associates New York	$117M	-$28.6M	5	0.11%	Reduced
229	Verition Fund Management Greenwich, Connecticut	$114M	+$30M	14	1.58%	Increased
230	Raymond James Financial Services Advisors St. Petersburg, Florida	$113M	-$571K	28	0.21%	Reduced
231	M&G Investment Management London, United Kingdom	$113M	+$9.13M	4	0.54%	Increased
232	Magellan Asset Management Sydney, Australia	$113M	-$2.09M	7	0.96%	Reduced
233	Truist Financial Charlotte, North Carolina	$111M	-$5.85M	20	0.19%	Reduced
234	Davenport & Co Richmond, Virginia	$110M	-$48.3M	9	0.86%	Reduced
235	Royal London Asset Management United Kingdom	$109M	+$196K	9	0.44%	Increased
236	State of Tennessee, Department of Treasury Nashville, Tennessee	$109M	+$39.3M	19	0.49%	Increased
237	Empyrean Capital Partners Los Angeles, California	$109M	-$9.65M	1	3.74%	Reduced
238	PGGM Investments Zeist, Netherlands	$109M	+$2.86M	10	1.83%	Increased
239	Haverford Trust Company Radnor, Pennsylvania	$108M	+$548K	4	1.29%	Increased
240	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$108M	-$2.84M	5	12.13%	Reduced
241	Congress Asset Management Boston, Massachusetts	$108M	-$94.5K	2	1%	Reduced
242	SCM Shapiro Capital Management Atlanta, Georgia	$105M	-$37M	1	2.68%	Reduced
243	Lazard Asset Management New York	$104M	+$24.1M	20	0.14%	Increased
244	Covea Finance Paris, France	$104M	-$23.1M	6	5.9%	Reduced
245	ExodusPoint Capital Management New York	$103M	+$51.7M	19	0.86%	Increased
246	AAM Ardevora Asset Management London, United Kingdom	$102M	+$30.8M	2	1.84%	Increased
247	Treasurer of the State of North Carolina Raleigh, North Carolina	$99.6M	+$998K	12	0.57%	Increased
248	Schroder Investment Management Group London, United Kingdom	$98.9M	-$2.08M	14	0.15%	Reduced
249	Epoch Investment Partners New York	$98.8M	+$52.7M	3	0.59%	Increased
250	TIA Tandem Investment Advisors Charleston, South Carolina	$98.7M	+$8.91M	3	4.73%	Increased