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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	Covington Capital Management Los Angeles, California	$219M	+$53.1M	11	8.3%	Increased
152	Segall Bryant & Hamill Chicago, Illinois	$211M	-$12.6M	11	2.01%	Reduced
153	Aberdeen Group Edinburgh, United Kingdom	$209M	-$9.43M	15	0.47%	Reduced
154	Bank Julius Baer & Co Zurich, Switzerland	$208M	+$22.3M	14	1.29%	Increased
155	Davenport & Co Richmond, Virginia	$207M	-$7.34M	9	1.46%	Reduced
156	CIP Champlain Investment Partners Burlington, Vermont	$205M	-$14.4M	1	0.98%	Reduced
157	AAM Ardevora Asset Management London, United Kingdom	$204M	-$14.9M	3	2.58%	Reduced
158	Welch & Forbes Boston, Massachusetts	$203M	+$2.3M	8	3.38%	Increased
159	Third Point New York	$202M	$0	1	1.1%	Maintained
160	EARNEST Partners Atlanta, Georgia	$201M	-$5.19M	11	1.23%	Reduced
161	KeyBank National Association Cleveland, Ohio	$200M	+$2.87M	11	0.87%	Increased
162	M&T Bank Buffalo, New York	$199M	+$4.35M	12	0.9%	Increased
163	LPL Financial San Diego, California	$199M	+$34.8M	29	0.19%	Increased
164	M&G Investment Management London, United Kingdom	$199M	+$44.2M	7	0.47%	Increased
165	Fiera Capital (Canada) Montreal, Quebec, Canada	$199M	-$6.29M	4	0.51%	Reduced
166	Lord, Abbett & Co Jersey City, New Jersey	$198M	+$61M	5	0.47%	Increased
167	Truist Financial Charlotte, North Carolina	$195M	+$1.35M	19	0.32%	Increased
168	Two Sigma Investments New York	$192M	+$130M	11	0.43%	Increased
169	Liontrust Investment Partners London, United Kingdom	$191M	+$200M	6	2.64%	New
170	STRS Ohio Columbus, Ohio	$190M	-$66.1M	23	0.72%	Reduced
171	Raymond James Financial Services Advisors St. Petersburg, Florida	$189M	+$22.3M	25	0.38%	Increased
172	Thrivent Financial for Lutherans Minneapolis, Minnesota	$185M	-$13.1M	21	0.38%	Reduced
173	SEI Investments Oaks, Pennsylvania	$185M	+$43.4M	23	0.39%	Increased
174	Erste Asset Management Vienna, Austria	$185M	+$5.15M	8	3.66%	Increased
175	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$183M	-$1.2M	12	1.81%	Reduced