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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	LMR Partners London, United Kingdom	$217M	+$190M	4	3.37%	Increased
152	EC Eminence Capital New York	$215M	-$104M	1	2.02%	Reduced
153	Zurich Cantonal Bank Zurich, Switzerland	$211M	-$6.66M	29	1.29%	Reduced
154	Fort Washington Investment Advisors Cincinnati, Ohio	$211M	-$10.5M	7	2.24%	Reduced
155	Brookfield Corp Toronto, Ontario, Canada	$211M	-$77.1M	3	0.92%	Reduced
156	Adage Capital Partners Boston, Massachusetts	$209M	+$56.8M	6	0.46%	Increased
157	Truist Financial Charlotte, North Carolina	$207M	+$2.25M	18	0.4%	Increased
158	Fiera Capital (Canada) Montreal, Quebec, Canada	$206M	+$13.1M	3	0.55%	Increased
159	M&T Bank Buffalo, New York	$206M	-$2.34M	15	0.9%	Reduced
160	Lord, Abbett & Co Jersey City, New Jersey	$206M	-$29M	5	0.54%	Reduced
161	BNP Paribas Asset Management Paris, France	$205M	+$14.4M	11	0.95%	Increased
162	Segall Bryant & Hamill Chicago, Illinois	$201M	+$11.9M	11	2.23%	Increased
163	Bank Julius Baer & Co Zurich, Switzerland	$199M	+$24.1M	14	1.63%	Increased
164	Baillie Gifford & Co Edinburgh, United Kingdom	$196M	+$67.1M	2	0.11%	Increased
165	Eventide Asset Management Boston, Massachusetts	$192M	+$26.9M	4	2.94%	Increased
166	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$191M	+$3.68M	12	2.14%	Increased
167	AEGON Asset Management (UK) Edinburgh, United Kingdom	$190M	+$83.9M	4	2.79%	Increased
168	Beck Mack & Oliver New York	$190M	-$11.4M	2	6.3%	Reduced
169	AustralianSuper Melbourne, Australia	$190M	+$10.1M	1	1.42%	Increased
170	Harding Loevner Bridgewater, New Jersey	$187M	-$299M	2	0.78%	Reduced
171	1832 Asset Management Toronto, Ontario, Canada	$186M	-$58.2M	8	0.43%	Reduced
172	SAM Southeastern Asset Management Memphis, Tennessee	$185M	-$16.2M	1	4.13%	Reduced
173	TCW Group Los Angeles, California	$184M	+$20.2M	3	1.6%	Increased
174	Aristeia Capital Greenwich, Connecticut	$181M	+$160M	1	4.59%	New
175	Sachem Head Capital Management New York	$181M	+$160M	1	6.33%	New