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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	GAMCO Investors Greenwich, Connecticut	$347M	-$6.22M	14	3.82%	Reduced
127	Natixis Advisors Boston, Massachusetts	$347M	+$45.4M	21	0.64%	Increased
128	Ensign Peak Advisors Salt Lake City, Utah	$345M	+$6.05M	22	0.66%	Increased
129	Boston Trust Walden Boston, Massachusetts	$338M	+$27M	9	2.47%	Increased
130	Durable Capital Partners Bethesda, Maryland	$333M	-$43.1M	1	2.98%	Reduced
131	Cerity Partners New York	$331M	+$36.1M	25	0.67%	Increased
132	Bessemer Group Woodbridge, New Jersey	$327M	-$21.5M	27	0.59%	Reduced
133	Jacobs Levy Equity Management Florham Park, New Jersey	$327M	-$149M	11	1.3%	Reduced
134	Gabelli Funds Rye, New York	$324M	-$6.18M	25	2.47%	Reduced
135	ClearBridge Investments New York	$313M	-$47.2M	7	0.27%	Reduced
136	Sands Capital Management Arlington, Virginia	$313M	-$7.55M	2	1.06%	Reduced
137	PNC Financial Services Group Pittsburgh, Pennsylvania	$312M	-$315K	41	0.16%	Reduced
138	Empower Advisory Group Greenwood Village, Colorado	$310M	+$5.92M	5	1.01%	Increased
139	State Board of Administration of Florida Retirement System Tallahassee, Florida	$309M	-$400K	31	0.61%	Reduced
140	Balyasny Asset Management Chicago, Illinois	$307M	+$9.75M	20	0.51%	Increased
141	Capital International Investors Los Angeles, California	$302M	-$230M	4	0.06%	Reduced
142	Loomis, Sayles & Company Boston, Massachusetts	$300M	-$153M	5	0.43%	Reduced
143	Candriam SCA Strassen, Luxembourg, Luxembourg	$298M	-$27.4M	14	1.87%	Reduced
144	Welch & Forbes Boston, Massachusetts	$293M	+$1.96M	8	3.84%	Increased
145	Man Group London, United Kingdom	$291M	-$19.1M	24	0.74%	Reduced
146	TD Asset Management Toronto, Ontario, Canada	$287M	+$7.13M	15	0.26%	Increased
147	CCM Cantillon Capital Management New York	$286M	-$8.79M	1	1.85%	Reduced
148	RM Rudius Management New York	$277M	+$37.5M	1	56.87%	Increased
149	William Blair & Company Chicago, Illinois	$274M	-$10.9M	19	0.83%	Reduced
150	Chevy Chase Trust Bethesda, Maryland	$269M	-$11.6M	9	0.86%	Reduced