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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	Epoch Investment Partners New York	$466M	+$45M	2	2.04%	Increased
77	GAMCO Investors Greenwich, Connecticut	$458M	-$6.33M	17	3.49%	Reduced
78	Adage Capital Partners Boston, Massachusetts	$445M	+$191M	5	1.11%	Increased
79	Gabelli Funds Rye, New York	$437M	-$7.3M	25	2.75%	Reduced
80	Credit Suisse Zurich, Switzerland	$430M	-$146M	32	0.39%	Reduced
81	Renaissance Technologies New York	$424M	-$72.1M	28	0.39%	Reduced
82	Stifel Financial St. Louis, Missouri	$424M	+$12.3M	24	1.2%	Increased
83	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$419M	-$70.4M	9	1.06%	Reduced
84	Federated Hermes Pittsburgh, Pennsylvania	$416M	-$519K	16	1.03%	Reduced
85	Jensen Investment Management Lake Oswego, Oregon	$415M	+$306K	1	4.94%	Increased
86	M&T Bank Buffalo, New York	$414M	-$8.97M	13	2.16%	Reduced
87	CCM Cantillon Capital Management New York	$410M	-$1.52M	1	4.36%	Reduced
88	First Trust Advisors Wheaton, Illinois	$407M	+$17.6M	29	0.81%	Increased
89	New York State Teachers Retirement System (NYSTRS) Albany, New York	$406M	-$3.57M	18	1.03%	Reduced
90	DF Dent & Co Baltimore, Maryland	$401M	+$9.63M	3	7.96%	Increased
91	DZ Bank Frankfurt Am Main, Germany	$401M	+$234M	9	1.3%	Increased
92	KBC Group Brussels, Belgium	$394M	+$55.4M	29	3.24%	Increased
93	Bank of Montreal Toronto, Ontario, Canada	$394M	-$29.9M	38	0.34%	Reduced
94	Lord, Abbett & Co Jersey City, New Jersey	$392M	-$162M	8	1.31%	Reduced
95	Neuberger Berman Group New York	$383M	-$33.6M	15	0.47%	Reduced
96	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$382M	-$32.5M	1	3.27%	Reduced
97	Select Equity Group New York	$382M	+$88.2M	1	2.59%	Increased
98	AQR Capital Management Greenwich, Connecticut	$381M	-$18.1M	25	0.4%	Reduced
99	ProShare Advisors Bethesda, Maryland	$380M	+$758K	21	2.27%	Increased
100	State of Wisconsin Investment Board Madison, Wisconsin	$379M	+$22.6M	14	1.08%	Increased