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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	PointState Capital New York	$150M	-$30.6M	1	1.76%	Reduced
152	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$147M	+$60.3M	7	0.39%	Increased
153	NFA Nationwide Fund Advisors Columbus, Ohio	$146M	+$5.94M	27	0.6%	Increased
154	John W. Bristol & Co New York	$141M	-$9.55M	2	3.02%	Reduced
155	Silvercrest Asset Management New York	$139M	+$7.99M	8	1.86%	Increased
156	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$139M	-$21.1M	15	0.8%	Reduced
157	WAM Water Asset Management New York	$138M	+$10.1M	11	73.92%	Increased
158	Rockefeller Financial Services New York	$138M	+$21.4M	11	2.85%	Increased
159	VFA Virtus Fund Advisers Hartford, Connecticut	$137M	+$44.6M	7	1.02%	Increased
160	Bessemer Group Woodbridge, New Jersey	$136M	-$2.88M	14	0.71%	Reduced
161	HCM Holland Capital Management Chicago, Illinois	$134M	-$6.79M	2	3.18%	Reduced
162	WCMNY Westchester Capital Management (New York) Valhalla, New York	$129M	-$11.5M	1	1.61%	Reduced
163	Zurich Cantonal Bank Zurich, Switzerland	$128M	-$6.58M	18	1.77%	Reduced
164	Public Employees Retirement Association of Colorado Denver, Colorado	$128M	-$2M	19	1.05%	Reduced
165	Sterling Capital Management Charlotte, North Carolina	$128M	+$52.4M	7	1.16%	Increased
166	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$127M	-$11.2M	2	3.82%	Reduced
167	1WCM 12 West Capital Management New York	$125M	$0	1	14.3%	Maintained
168	Point72 Asset Management Stamford, Connecticut	$125M	+$54.4M	4	0.87%	Increased
169	Beck Mack & Oliver New York	$124M	-$6.34M	2	3.22%	Reduced
170	Federated Hermes Pittsburgh, Pennsylvania	$123M	+$32.7M	15	0.37%	Increased
171	Brandywine Global Investment Management Philadelphia, Pennsylvania	$122M	+$15.6M	8	0.76%	Increased
172	Miller Howard Investments Kingston, New York	$121M	+$23.1M	6	1.63%	Increased
173	William Blair & Company Chicago, Illinois	$120M	-$10.2M	9	0.18%	Reduced
174	QS Investors New York	$120M	+$1.15M	16	1.48%	Increased
175	Manning & Napier Advisors Fairport, New York	$119M	-$5.19M	3	0.52%	Reduced