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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	$550M	-$59.6M	29	2.17%	Reduced
77	WC Wexford Capital West Palm Beach, Florida	$547M	+$3.63M	2	27.61%	Increased
78	Robeco Schweiz Zurich, Switzerland	$542M	+$177M	9	7.64%	Increased
79	Prudential Financial Newark, New Jersey	$540M	+$46M	26	0.72%	Increased
80	Kayne Anderson Rudnick Investment Management Los Angeles, California	$533M	-$4.7M	5	1.42%	Reduced
81	RhumbLine Advisers Boston, Massachusetts	$500M	+$2.18M	34	0.64%	Increased
82	Federated Hermes Pittsburgh, Pennsylvania	$493M	+$79.4M	22	1.11%	Increased
83	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$483M	$0	1	2.35%	Maintained
84	Loomis, Sayles & Company Boston, Massachusetts	$475M	-$4.65M	11	0.63%	Reduced
85	BP Berkshire Partners Boston, Massachusetts	$470M	$0	1	32.68%	Maintained
86	Swedbank Stockholm, Sweden	$470M	+$17.2M	10	0.87%	Increased
87	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$458M	-$28.3M	33	0.6%	Reduced
88	Mirae Asset Global Investments Seoul, South Korea	$455M	-$36M	17	0.95%	Reduced
89	Millennium Management New York	$449M	+$43.3M	34	0.24%	Increased
90	Raymond James & Associates St Petersburg, Florida	$444M	-$43.5M	31	0.38%	Reduced
91	PNC Financial Services Group Pittsburgh, Pennsylvania	$439M	-$12.3M	39	0.39%	Reduced
92	ACM Atlanta Capital Management Atlanta, Georgia	$430M	+$29.8M	3	1.59%	Increased
93	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$420M	+$4.72M	2	1.37%	Increased
94	SI Standard Investments New York	$414M	$0	1	10.76%	Maintained
95	Baillie Gifford & Co Edinburgh, United Kingdom	$408M	+$19.1M	2	0.29%	Increased
96	Ruane, Cunniff & Goldfarb New York	$400M	-$4.19M	1	3.94%	Reduced
97	Parnassus Investments San Francisco, California	$391M	-$568M	2	0.79%	Reduced
98	Gabelli Funds Rye, New York	$391M	-$11.7M	25	2.57%	Reduced
99	Mackenzie Financial Toronto Ontario, Ontario, Canada	$389M	+$114M	15	0.52%	Increased
100	DZ Bank Frankfurt Am Main, Germany	$380M	-$719M	14	0.55%	Reduced