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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	Federated Hermes Pittsburgh, Pennsylvania	$500M	+$8.13M	23	1.02%	Increased
77	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$498M	+$1.86M	35	0.7%	Increased
78	DF Dent & Co Baltimore, Maryland	$497M	-$12.2M	3	5.77%	Reduced
79	Kayne Anderson Rudnick Investment Management Los Angeles, California	$486M	+$43.9M	9	1.4%	Increased
80	PNC Financial Services Group Pittsburgh, Pennsylvania	$475M	-$21.6M	36	0.48%	Reduced
81	C WorldWide Group Copenhagen, Denmark	$474M	+$9.15M	2	4.75%	Increased
82	CCM Cantillon Capital Management New York	$474M	-$2.56M	1	3.55%	Reduced
83	KBC Group Brussels, Belgium	$464M	-$9.34M	27	2.14%	Reduced
84	NI Nuance Investments Kansas City, Missouri	$464M	+$31.3M	5	8.94%	Increased
85	ProShare Advisors Bethesda, Maryland	$461M	+$16.8M	25	1.72%	Increased
86	ACM Atlanta Capital Management Atlanta, Georgia	$449M	+$12.5M	2	1.61%	Increased
87	Gabelli Funds Rye, New York	$443M	-$25.5M	26	3.16%	Reduced
88	Mirova US Boston, Massachusetts	$443M	+$115M	5	19.31%	Increased
89	Ruane, Cunniff & Goldfarb New York	$434M	-$14.4M	1	4.63%	Reduced
90	Loomis, Sayles & Company Boston, Massachusetts	$423M	+$15.4M	5	0.56%	Increased
91	Eaton Vance Management Boston, Massachusetts	$421M	+$33.3M	16	0.66%	Increased
92	American Century Companies Kansas City, Missouri	$421M	+$38.8M	15	0.33%	Increased
93	Jane Street New York	$410M	+$293M	19	0.21%	Increased
94	VOYA Investment Management Atlanta, Georgia	$409M	-$86.6M	28	0.83%	Reduced
95	GAMCO Investors Greenwich, Connecticut	$403M	-$14.2M	18	3.77%	Reduced
96	APG Asset Management Amsterdam, Netherlands	$395M	+$24M	8	0.64%	Increased
97	DZ Bank Frankfurt Am Main, Germany	$393M	+$12.2M	12	0.79%	Increased
98	US Bancorp Minneapolis, Minnesota	$392M	+$8.47M	37	0.84%	Increased
99	Mairs & Power Inc St Paul, Minnesota	$383M	-$8.7M	5	4.25%	Reduced
100	AQR Capital Management Greenwich, Connecticut	$379M	-$19.3M	26	0.67%	Reduced