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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
126	Putnam Investments Boston, Massachusetts	$177M	-$86.5M	6	0.36%	Reduced
127	FC Fairpointe Capital Chicago, Illinois	$175M	-$2.9M	1	2.3%	Reduced
128	Brookfield Corp Toronto, Ontario, Canada	$174M	+$30.5M	2	0.83%	Increased
129	American Securities New York	$173M	+$165M	1	10.58%	New
130	Select Equity Group New York	$173M	+$74.4M	2	1.62%	Increased
131	TD Asset Management Toronto, Ontario, Canada	$173M	+$3.8M	10	0.29%	Increased
132	Thrivent Financial for Lutherans Minneapolis, Minnesota	$169M	+$22.2M	13	0.94%	Increased
133	AQR Capital Management Greenwich, Connecticut	$166M	+$31.8M	19	0.35%	Increased
134	Barclays London, United Kingdom	$164M	+$6.3M	29	0.16%	Increased
135	MTB Mizuho Trust & Banking Tokyo, Japan	$164M	-$1.56M	7	0.58%	Reduced
136	Robeco Schweiz Zurich, Switzerland	$161M	-$22.1M	9	12.24%	Reduced
137	William Blair & Company Chicago, Illinois	$160M	-$32.6M	9	0.26%	Reduced
138	Loomis, Sayles & Company Boston, Massachusetts	$160M	-$17M	5	0.44%	Reduced
139	WAM Water Asset Management New York	$160M	-$5.99M	15	75.32%	Reduced
140	Victory Capital Management San Antonio, Texas	$158M	+$71.9M	5	0.58%	Increased
141	Eaton Vance Management Boston, Massachusetts	$153M	+$38.7M	5	0.45%	Increased
142	BAMCO Inc New York	$152M	-$2.45M	4	0.61%	Reduced
143	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$150M	+$5.09M	31	0.22%	Increased
144	Credit Agricole Montrouge Cedex, France	$148M	-$2.96M	16	0.63%	Reduced
145	Thornburg Investment Management Santa Fe, New Mexico	$147M	+$65K	1	0.74%	Increased
146	Schroder Investment Management Group London, United Kingdom	$146M	+$84.3M	12	0.29%	Increased
147	VM Valinor Management New York	$146M	+$15.5M	1	3.73%	Increased
148	TCW Group Los Angeles, California	$145M	-$12.3M	6	0.61%	Reduced
149	SCA Salient Capital Advisors Houston, Texas	$144M	-$2.31M	2	2.86%	Reduced
150	Beck Mack & Oliver New York	$143M	-$5.63M	2	3.47%	Reduced