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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
76	Citadel Advisors Miami, Florida	$417M	+$182M	30	0.23%	Increased
77	Bank of Montreal Toronto, Ontario, Canada	$411M	-$34.8M	42	0.39%	Reduced
78	Epoch Investment Partners New York	$407M	-$200M	2	1.89%	Reduced
79	Asset Management One Tokyo, Japan	$406M	-$1.95M	13	0.97%	Reduced
80	GAMCO Investors Greenwich, Connecticut	$401M	-$12.4M	17	3.39%	Reduced
81	Barclays London, United Kingdom	$398M	-$90.9M	34	0.31%	Reduced
82	Gabelli Funds Rye, New York	$396M	+$8.82M	25	2.72%	Increased
83	1832 Asset Management Toronto, Ontario, Canada	$390M	+$155M	7	1.54%	Increased
84	CI Investments Inc Toronto, Ontario, Canada	$381M	+$323M	4	2.46%	Increased
85	Sculptor Capital New York	$377M	+$3.2M	1	2.48%	Increased
86	New York State Teachers Retirement System (NYSTRS) Albany, New York	$374M	-$12.8M	19	1.06%	Reduced
87	Stifel Financial St. Louis, Missouri	$372M	-$13.9M	24	1.2%	Reduced
88	Aberdeen Group Edinburgh, United Kingdom	$370M	-$55.5M	8	0.88%	Reduced
89	Ruane, Cunniff & Goldfarb New York	$366M	-$1.11M	1	4.03%	Reduced
90	Temasek Holdings Singapore	$359M	$0	2	2.47%	Maintained
91	Prudential Financial Newark, New Jersey	$358M	+$14.4M	24	0.63%	Increased
92	Ninety One (UK) London, United Kingdom	$356M	+$1.45M	3	1.53%	Increased
93	Federated Hermes Pittsburgh, Pennsylvania	$355M	+$35M	18	0.97%	Increased
94	Neuberger Berman Group New York	$355M	-$54.2M	18	0.49%	Reduced
95	State Board of Administration of Florida Retirement System Tallahassee, Florida	$348M	+$779K	29	1.04%	Increased
96	Jensen Investment Management Lake Oswego, Oregon	$346M	-$36M	1	4.89%	Reduced
97	CCM Cantillon Capital Management New York	$344M	+$2.65M	1	4.15%	Increased
98	First Trust Advisors Wheaton, Illinois	$343M	-$32.3M	29	0.81%	Reduced
99	AQR Capital Management Greenwich, Connecticut	$342M	+$65.1M	24	0.4%	Increased
100	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$341M	$0	1	3.49%	Maintained