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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	R.M. Davis Inc Portland, Maine	$64.9M	+$416K	5	3.3%	Increased
252	O'Shaughnessy Asset Management Stamford, Connecticut	$64.1M	-$2.89M	8	1.61%	Reduced
253	Federated Hermes Pittsburgh, Pennsylvania	$63.6M	-$12M	20	0.2%	Reduced
254	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$63.6M	-$5.82M	9	0.78%	Reduced
255	RHJA Rice Hall James & Associates San Diego, California	$63M	+$4.82M	4	3.64%	Increased
256	Hamlin Capital Management New York	$62.9M	-$13.5M	1	3.18%	Reduced
257	Gotham Asset Management New York	$62.5M	-$5.78M	12	0.7%	Reduced
258	ACR Alpine Capital Research St. Louis, Missouri	$62.5M	+$55.4M	1	4.98%	New
259	CCMH Cornerstone Capital Management Holdings New York	$61.7M	+$4.25M	14	0.51%	Increased
260	Cohen & Steers New York	$61.6M	-$1.01M	2	0.17%	Reduced
261	Wedge Capital Management Charlotte, North Carolina	$60.5M	-$122K	8	0.63%	Reduced
262	Arrowstreet Capital Boston, Massachusetts	$59.8M	+$29.6M	13	0.25%	Increased
263	Envestnet Asset Management Chicago, Illinois	$59.4M	+$11.8M	21	0.26%	Increased
264	TPSF Texas Permanent School Fund Austin, Texas	$59M	+$2.95M	15	0.75%	Increased
265	Madison Investment Holdings Madison, Wisconsin	$59M	+$6.79M	2	1.25%	Increased
266	Sit Investment Associates Minneapolis, Minnesota	$58.3M	+$8.22M	2	1.07%	Increased
267	SAM Southernsun Asset Management Memphis, Tennessee	$57.4M	-$2.61M	1	1.45%	Reduced
268	UBS O'Connor Chicago, Illinois	$56.8M	-$9.17M	1	0.57%	Reduced
269	DIA Denver Investment Advisors Denver, Colorado	$56.8M	+$6.59M	6	2.52%	Increased
270	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$56.4M	+$1.81M	1	3.22%	Increased
271	BAPIM British Airways Pensions Investment Management London, United Kingdom	$56.4M	+$17.3M	2	1.75%	Increased
272	MNH Magnum NGL HoldCo Houston, Texas	$55.6M	$0	1	100%	Maintained
273	Arizona State Retirement System Phoenix, Arizona	$55.6M	+$4.15M	14	0.72%	Increased
274	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$55.5M	-$1.25M	1	20.61%	Reduced
275	SEI Investments Oaks, Pennsylvania	$55.1M	+$4.49M	22	0.34%	Increased