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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	KBC Group Brussels, Belgium	$353M	-$31.3M	27	2.95%	Reduced
77	ZP Zimmer Partners New York	$349M	-$68.8M	1	7.72%	Reduced
78	DF Dent & Co Baltimore, Maryland	$346M	-$10.1M	2	6.67%	Reduced
79	CCM Cantillon Capital Management New York	$344M	-$618K	1	3.8%	Reduced
80	PNC Financial Services Group Pittsburgh, Pennsylvania	$341M	-$22.8M	34	0.43%	Reduced
81	Ruane, Cunniff & Goldfarb New York	$336M	-$125M	1	5.39%	Reduced
82	Federated Hermes Pittsburgh, Pennsylvania	$336M	-$2.51M	19	0.99%	Reduced
83	Gabelli Funds Rye, New York	$335M	+$4M	26	2.99%	Increased
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$334M	+$4.45M	35	0.72%	Increased
85	Capital World Investors Los Angeles, California	$332M	-$1.12B	2	0.1%	Reduced
86	ProShare Advisors Bethesda, Maryland	$331M	-$79.5M	16	2.38%	Reduced
87	GAMCO Investors Greenwich, Connecticut	$327M	-$4.69M	17	3.86%	Reduced
88	Bank of Montreal Toronto, Ontario, Canada	$321M	-$88.8M	35	0.37%	Reduced
89	Mairs & Power Inc St Paul, Minnesota	$315M	-$40.7M	5	4.6%	Reduced
90	Russell Investments Group London, United Kingdom	$314M	-$1.52M	32	0.81%	Reduced
91	D.E. Shaw & Co New York	$314M	+$22.3M	21	0.49%	Increased
92	Citadel Advisors Miami, Florida	$308M	-$202M	36	0.14%	Reduced
93	Prudential Financial Newark, New Jersey	$304M	-$22.3M	26	0.67%	Reduced
94	Eaton Vance Management Boston, Massachusetts	$298M	-$72.8M	14	0.72%	Reduced
95	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$297M	$0	1	58.69%	Maintained
96	APG Asset Management Amsterdam, Netherlands	$284M	+$15.9M	10	0.56%	Increased
97	ACM Atlanta Capital Management Atlanta, Georgia	$274M	+$36.9M	2	1.43%	Increased
98	Loomis, Sayles & Company Boston, Massachusetts	$265M	+$2.94M	6	0.55%	Increased
99	American Century Companies Kansas City, Missouri	$262M	-$1.1M	15	0.31%	Reduced
100	Putnam Investments Boston, Massachusetts	$260M	+$9.16M	9	0.68%	Increased