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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	Magellan Asset Management Sydney, Australia	$179M	+$10.1M	5	0.47%	Increased
152	Point72 Asset Management Stamford, Connecticut	$178M	+$89.7M	8	0.94%	Increased
153	Fort Washington Investment Advisors Cincinnati, Ohio	$177M	+$55.2M	8	1.89%	Increased
154	State of New Jersey Common Pension Fund D Trenton, New Jersey	$177M	-$45.3M	16	0.67%	Reduced
155	Silvercrest Asset Management New York	$177M	-$3.6M	9	1.37%	Reduced
156	Brookfield Public Securities Group New York	$172M	+$9.95M	2	1.81%	Increased
157	CIBC World Markets New York	$172M	+$40.5M	7	1.12%	Increased
158	Truist Financial Charlotte, North Carolina	$171M	+$160M	16	0.35%	Increased
159	Thrivent Financial for Lutherans Minneapolis, Minnesota	$170M	-$835K	20	0.48%	Reduced
160	Jensen Investment Management Lake Oswego, Oregon	$168M	-$87.1M	1	1.67%	Reduced
161	Duff & Phelps Investment Management Chicago, Illinois	$167M	+$3.85M	4	2.2%	Increased
162	ALPS Advisors Denver, Colorado	$164M	+$1.43M	5	1.28%	Increased
163	DekaBank Deutsche Girozentrale Frankfurt, Germany	$164M	+$74.2M	14	1%	Increased
164	Stockbridge Partners Boston, Massachusetts	$159M	+$12.1M	1	5.75%	Increased
165	Beck Mack & Oliver New York	$157M	-$1.9M	2	5.19%	Reduced
166	SCM Suvretta Capital Management New York	$157M	+$28.2M	2	3.57%	Increased
167	Jacobs Levy Equity Management Florham Park, New Jersey	$157M	+$7.4M	3	1.54%	Increased
168	KeyBank National Association Cleveland, Ohio	$156M	-$9.09M	11	0.84%	Reduced
169	Envestnet Asset Management Chicago, Illinois	$154M	+$3.17M	22	0.16%	Increased
170	Copeland Capital Management Conshohocken, Pennsylvania	$152M	+$11.3M	8	6.65%	Increased
171	Congress Asset Management Boston, Massachusetts	$151M	+$862K	3	1.84%	Increased
172	Mirova US Boston, Massachusetts	$151M	+$148M	5	20.5%	New
173	SP SCF Partners Houston, Texas	$150M	$0	1	48.39%	Maintained
174	Covington Capital Management Los Angeles, California	$150M	+$242K	13	7.91%	Increased
175	USS Investment Management London, United Kingdom	$149M	-$10.5M	2	1.45%	Reduced