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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	JP Morgan Private Wealth Advisors San Francisco, California	$176M	+$25.8M	15	0.8%	Increased
152	Beck Mack & Oliver New York	$176M	-$1.56M	2	6.55%	Reduced
153	Haverford Trust Company Radnor, Pennsylvania	$172M	+$61.8M	3	2.96%	Increased
154	Natixis Paris, France	$172M	+$78.8M	5	1.33%	Increased
155	British Columbia Investment Management Victoria, British Columbia, Canada	$171M	+$782K	10	1.7%	Increased
156	Truist Financial Charlotte, North Carolina	$170M	+$8.42M	16	0.38%	Increased
157	Aberdeen Group Edinburgh, United Kingdom	$170M	+$29.5M	10	0.46%	Increased
158	Baird Financial Group Milwaukee, Wisconsin	$170M	+$17.7M	15	0.64%	Increased
159	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$169M	+$310K	11	2.33%	Increased
160	Fort Washington Investment Advisors Cincinnati, Ohio	$168M	-$5.98M	7	1.9%	Reduced
161	Zurich Cantonal Bank Zurich, Switzerland	$167M	-$26.7M	28	1.44%	Reduced
162	SAM Southeastern Asset Management Memphis, Tennessee	$164M	-$84.6M	1	4.09%	Reduced
163	Fiera Capital (Canada) Montreal, Quebec, Canada	$163M	+$11.4M	4	0.55%	Increased
164	Sessa Capital New York	$160M	$0	1	16.12%	Maintained
165	Thrivent Financial for Lutherans Minneapolis, Minnesota	$160M	-$2.39M	20	0.48%	Reduced
166	Kayne Anderson Rudnick Investment Management Los Angeles, California	$157M	+$10.9M	4	0.65%	Increased
167	Cohen & Steers New York	$157M	-$33.7M	3	0.44%	Reduced
168	State of New Jersey Common Pension Fund D Trenton, New Jersey	$156M	-$10.9M	16	0.65%	Reduced
169	M&T Bank Buffalo, New York	$152M	-$1.65M	14	0.82%	Reduced
170	Welch & Forbes Boston, Massachusetts	$150M	+$1.45M	8	3.52%	Increased
171	Segall Bryant & Hamill Chicago, Illinois	$147M	+$2.16M	11	2.48%	Increased
172	Ceredex Value Advisors Orlando, Florida	$147M	+$67.9M	4	2.19%	Increased
173	AustralianSuper Melbourne, Australia	$146M	-$24.3M	1	1.42%	Reduced
174	KeyBank National Association Cleveland, Ohio	$146M	-$1.14M	8	0.84%	Reduced
175	Findlay Park Partners London, United Kingdom	$146M	$0	1	1.14%	Maintained