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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
51	EdgePoint Investment Group Toronto, Ontario, Canada	$649M	+$306M	1	6.35%	Increased
52	New York State Common Retirement Fund Albany, New York	$637M	-$5.24M	36	0.81%	Reduced
53	Maverick Capital Dallas, Texas	$636M	+$241M	4	9.35%	Increased
54	Victory Capital Management San Antonio, Texas	$629M	+$151M	34	0.81%	Increased
55	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$597M	+$151M	31	0.67%	Increased
56	C WorldWide Group Copenhagen, Denmark	$584M	-$38.8M	1	7.41%	Reduced
57	AKRE Capital Management Middleburg, Virginia	$559M	-$40.7K	1	5.51%	Reduced
58	Boston Partners Boston, Massachusetts	$550M	-$54M	4	0.74%	Reduced
59	Ruane, Cunniff & Goldfarb New York	$533M	-$4.65M	1	6.99%	Reduced
60	AQR Capital Management Greenwich, Connecticut	$529M	+$29.2M	23	0.62%	Increased
61	Luther King Capital Management (LKCM) Fort Worth, Texas	$528M	-$26.7M	9	3.84%	Reduced
62	Select Equity Group New York	$510M	+$21.7M	1	3.45%	Increased
63	First Trust Advisors Wheaton, Illinois	$509M	+$71.4M	28	0.96%	Increased
64	ZP Zimmer Partners New York	$506M	-$43.8M	1	5.51%	Reduced
65	Eaton Vance Management Boston, Massachusetts	$491M	+$8.53M	14	1.05%	Increased
66	CIBC Private Wealth Group Atlanta, Georgia	$487M	-$1.77M	12	1.71%	Reduced
67	RhumbLine Advisers Boston, Massachusetts	$476M	+$12.8M	35	0.87%	Increased
68	Harding Loevner Bridgewater, New Jersey	$470M	-$102M	2	2.21%	Reduced
69	Renaissance Technologies New York	$469M	-$56.1M	30	0.4%	Reduced
70	KBC Group Brussels, Belgium	$460M	-$7.66M	29	3.38%	Reduced
71	PNC Financial Services Group Pittsburgh, Pennsylvania	$460M	-$25.4M	36	0.46%	Reduced
72	Federated Hermes Pittsburgh, Pennsylvania	$454M	+$9.15M	19	1.12%	Increased
73	Mairs & Power Inc St Paul, Minnesota	$453M	-$20.4M	5	5.48%	Reduced
74	Russell Investments Group London, United Kingdom	$453M	-$9.78M	30	0.88%	Reduced
75	Gabelli Funds Rye, New York	$448M	+$23.7M	25	2.96%	Increased