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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	ZP Zimmer Partners New York	$471M	-$57.3M	2	6.51%	Reduced
77	Eaton Vance Management Boston, Massachusetts	$470M	-$3.52M	14	0.92%	Reduced
78	Credit Suisse Zurich, Switzerland	$461M	+$63.9M	32	0.33%	Increased
79	Prudential Financial Newark, New Jersey	$457M	+$42.6M	26	0.67%	Increased
80	Fidelity International Hamilton, Bermuda	$444M	+$10.8M	17	0.62%	Increased
81	Mairs & Power Inc St Paul, Minnesota	$441M	-$23.1M	5	5.02%	Reduced
82	Russell Investments Group London, United Kingdom	$440M	-$1.01M	32	0.82%	Reduced
83	PNC Financial Services Group Pittsburgh, Pennsylvania	$438M	-$13.5M	35	0.43%	Reduced
84	CCM Cantillon Capital Management New York	$426M	-$9.26M	1	3.97%	Reduced
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$422M	+$18.1M	35	0.72%	Increased
86	DF Dent & Co Baltimore, Maryland	$421M	-$3.17M	2	7.12%	Reduced
87	GAMCO Investors Greenwich, Connecticut	$421M	-$16.3M	17	3.36%	Reduced
88	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$415M	$0	1	3.02%	Maintained
89	Harding Loevner Bridgewater, New Jersey	$412M	-$53.1M	2	1.83%	Reduced
90	Federated Hermes Pittsburgh, Pennsylvania	$412M	-$36.4M	17	0.92%	Reduced
91	Gabelli Funds Rye, New York	$410M	-$46.2M	25	2.65%	Reduced
92	Artisan Partners Milwaukee, Wisconsin	$359M	-$41.5M	3	0.63%	Reduced
93	Millennium Management New York	$349M	-$58.3M	28	0.44%	Reduced
94	BP Berkshire Partners Boston, Massachusetts	$340M	$0	1	60.23%	Maintained
95	TD Asset Management Toronto, Ontario, Canada	$335M	-$36.6M	16	0.49%	Reduced
96	American Century Companies Kansas City, Missouri	$333M	-$322M	18	0.32%	Reduced
97	Jennison Associates New York	$329M	-$17.1M	8	0.33%	Reduced
98	DZ Bank Frankfurt Am Main, Germany	$326M	-$5.03M	9	0.85%	Reduced
99	Putnam Investments Boston, Massachusetts	$325M	-$11.8M	9	0.67%	Reduced
100	Adage Capital Partners Boston, Massachusetts	$322M	+$28M	7	0.79%	Increased