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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	Brookfield Corp Toronto, Ontario, Canada	$150M	+$28.8M	2	0.88%	Increased
152	Comerica Bank Dallas, Texas	$149M	-$4.34M	18	1.32%	Reduced
153	Select Equity Group New York	$149M	+$22.3M	1	1.54%	Increased
154	HCM Holland Capital Management Chicago, Illinois	$145M	+$10.6M	2	3.13%	Increased
155	Thornburg Investment Management Santa Fe, New Mexico	$145M	+$34.2M	1	0.65%	Increased
156	Silvercrest Asset Management New York	$144M	+$15.8M	7	2.22%	Increased
157	Cambiar Investors Denver, Colorado	$142M	-$556K	2	2.04%	Reduced
158	Beck Mack & Oliver New York	$142M	-$2.12M	2	3.33%	Reduced
159	CI Investments Inc Toronto, Ontario, Canada	$142M	+$122K	2	1.48%	Increased
160	State of Wisconsin Investment Board Madison, Wisconsin	$138M	-$16.1M	12	0.5%	Reduced
161	NIM NXG Investment Management Dallas, Texas	$137M	+$7.46M	4	2.85%	Increased
162	WBC Westpac Banking Corp Sydney, Australia	$133M	-$1.04M	8	1.29%	Reduced
163	VM Valinor Management New York	$128M	+$6.06M	1	3.57%	Increased
164	Aberdeen Asset Management Aberdeen, United Kingdom	$128M	-$24.4M	7	0.28%	Reduced
165	Sustainable Growth Advisers Stamford, Connecticut	$128M	-$9.56M	1	2.88%	Reduced
166	Retirement Systems of Alabama Montgomery, Alabama	$128M	-$2.03M	8	0.72%	Reduced
167	Munder Capital Management Birmingham, Michigan	$127M	-$2.57M	3	0.95%	Reduced
168	IC Inverness Counsel New York	$126M	-$1.36M	2	10.08%	Reduced
169	ACM Atlanta Capital Management Atlanta, Georgia	$124M	-$16.6M	2	0.89%	Reduced
170	Eaton Vance Management Boston, Massachusetts	$123M	+$6.68M	5	0.37%	Increased
171	Miller Howard Investments Kingston, New York	$123M	+$4.81M	3	1.9%	Increased
172	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$119M	-$23.4M	9	0.32%	Reduced
173	Elliott Management New York	$118M	+$3.01M	1	1.35%	Increased
174	Federated Hermes Pittsburgh, Pennsylvania	$117M	+$5.17M	14	0.38%	Increased
175	Public Employees Retirement Association of Colorado Denver, Colorado	$116M	-$2.01M	21	1%	Reduced