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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
251	LBP AM Paris, France	$131M	+$28.3M	8	1.31%	Increased
252	Energy Income Partners Westport, Connecticut	$129M	+$99M	3	2.03%	Increased
253	ING Group Amsterdam, Netherlands	$128M	-$19.2M	9	0.63%	Reduced
254	Confluence Investment Management St. Louis, Missouri	$127M	-$4.7M	4	1.99%	Reduced
255	SIC Schwartz Investment Counsel Plymouth, Michigan	$126M	-$4.56M	3	4.19%	Reduced
256	LGT Group Foundation Vaduz, Liechtenstein	$124M	+$16.8M	6	1.41%	Increased
257	Raiffeisen Bank International Vienna, Austria	$124M	+$10.3M	13	1.46%	Increased
258	M&T Bank Buffalo, New York	$123M	-$5.29M	16	0.36%	Reduced
259	IC Impactive Capital New York City, New York	$123M	-$10.5M	1	8.77%	Reduced
260	Holocene Advisors New York	$123M	-$5.74M	12	0.28%	Reduced
261	Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania	$122M	-$21.7M	21	0.59%	Reduced
262	Osaic Holdings Scottsdale, Arizona	$122M	+$5.54M	52	0.14%	Increased
263	Parnassus Investments San Francisco, California	$122M	+$16.5M	2	0.33%	Increased
264	Trillium Asset Management Boston, Massachusetts	$122M	-$12.2M	6	3.75%	Reduced
265	Van Berkom & Associates Montreal, Quebec, Canada	$122M	+$49M	3	3.92%	Increased
266	TCW Group Los Angeles, California	$121M	-$30.9M	8	0.82%	Reduced
267	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$121M	-$11.1M	2	0.51%	Reduced
268	WCM Investment Management Laguna Beach, California	$119M	+$36.4M	3	0.22%	Increased
269	CGA Crescent Grove Advisors Lake Forest, Illinois	$119M	+$49.4M	1	9.91%	Increased
270	Fort Washington Investment Advisors Cincinnati, Ohio	$116M	+$9.34M	8	0.58%	Increased
271	Brandes Investment Partners La Jolla, California	$115M	-$26.3M	1	0.81%	Reduced
272	LCI L1 Capital International Sydney NSW 2000, Australia	$114M	-$3.59M	2	6.67%	Reduced
273	AAM ACK Asset Management Greenwich, Connecticut	$114M	-$25.3M	2	13.29%	Reduced
274	Fred Alger Management New York	$114M	-$48M	6	0.38%	Reduced
275	Retirement Systems of Alabama Montgomery, Alabama	$112M	-$10.8M	14	0.34%	Reduced