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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
151	Boston Trust Walden Boston, Massachusetts	$147M	+$2.35M	5	2.13%	Increased
152	WAM Water Asset Management New York	$146M	+$2.67M	12	67.29%	Increased
153	Cambiar Investors Denver, Colorado	$145M	-$9.9M	2	2.03%	Reduced
154	ACM Atlanta Capital Management Atlanta, Georgia	$144M	-$3.24M	2	0.99%	Reduced
155	Chevy Chase Trust Bethesda, Maryland	$144M	+$843K	9	1%	Increased
156	BAMCO Inc New York	$144M	-$11.4M	3	0.57%	Reduced
157	NIM NXG Investment Management Dallas, Texas	$141M	-$3.33M	4	3.26%	Reduced
158	Brookfield Corp Toronto, Ontario, Canada	$140M	+$80.5M	2	0.9%	Increased
159	Silvercrest Asset Management New York	$137M	+$10.1M	7	2.05%	Increased
160	VM Valinor Management New York	$135M	+$25.9M	1	3.69%	Increased
161	Sustainable Growth Advisers Stamford, Connecticut	$134M	-$7.18M	1	2.87%	Reduced
162	HCM Holland Capital Management Chicago, Illinois	$133M	-$2.33M	2	2.81%	Reduced
163	Retirement Systems of Alabama Montgomery, Alabama	$133M	+$561K	7	0.74%	Increased
164	KBC Group Brussels, Belgium	$133M	+$20.7M	21	1.51%	Increased
165	WBC Westpac Banking Corp Sydney, Australia	$129M	+$586K	8	1.24%	Increased
166	IC Inverness Counsel New York	$127M	-$343K	2	9.93%	Reduced
167	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$126M	-$22.2M	3	3.08%	Reduced
168	Munder Capital Management Birmingham, Michigan	$126M	-$1.71M	3	0.89%	Reduced
169	Thornburg Investment Management Santa Fe, New Mexico	$124M	+$66.2M	1	0.49%	Increased
170	Select Equity Group New York	$124M	-$20.2M	2	1.26%	Reduced
171	First Manhattan New York	$123M	+$1.07M	21	0.78%	Increased
172	Riverbridge Partners Minneapolis, Minnesota	$123M	+$7.85M	2	2.14%	Increased
173	Miller Howard Investments Kingston, New York	$121M	+$3M	3	1.92%	Increased
174	W.H. Reaves & Co Jersey City, New Jersey	$121M	-$3.15M	3	3.89%	Reduced
175	AQR Capital Management Greenwich, Connecticut	$120M	+$22M	19	0.32%	Increased