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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	Welch & Forbes Boston, Massachusetts	$296M	+$1.78M	9	3.77%	Increased
152	CCM Cantillon Capital Management New York	$295M	-$8.44M	1	1.8%	Reduced
153	Fort Washington Investment Advisors Cincinnati, Ohio	$292M	-$12.1M	7	1.78%	Reduced
154	Chevy Chase Trust Bethesda, Maryland	$291M	+$9.07M	9	0.89%	Increased
155	Bessemer Group Woodbridge, New Jersey	$290M	+$90.4M	29	0.48%	Increased
156	Assenagon Asset Management Senningerberg, Luxembourg	$287M	+$105M	24	0.53%	Increased
157	Rockefeller Capital Management New York	$283M	+$1.45M	13	0.76%	Increased
158	Natixis Advisors Boston, Massachusetts	$280M	-$57.3M	19	0.55%	Reduced
159	Capital Research Global Investors Los Angeles, California	$278M	+$267M	1	0.06%	New
160	Gates Capital Management New York	$275M	-$11.7M	2	4.8%	Reduced
161	RM Rudius Management New York	$274M	$0	1	54.88%	Maintained
162	CIP Champlain Investment Partners Burlington, Vermont	$271M	+$77.5M	2	1.64%	Increased
163	Orbis Allan Gray Hamilton, Bermuda	$266M	-$145M	1	1.41%	Reduced
164	Balyasny Asset Management Chicago, Illinois	$263M	-$103M	23	0.43%	Reduced
165	Adage Capital Partners Boston, Massachusetts	$259M	-$13.6M	9	0.46%	Reduced
166	Jupiter Asset Management London, United Kingdom	$258M	+$6.36M	9	2.26%	Increased
167	National Bank of Canada Montreal, Quebec, Canada	$256M	+$86.4M	23	0.29%	Increased
168	M&T Bank Buffalo, New York	$256M	-$4.22M	15	0.84%	Reduced
169	Lord, Abbett & Co Jersey City, New Jersey	$255M	-$41.9M	4	0.81%	Reduced
170	Beck Mack & Oliver New York	$248M	+$4.09M	4	4.82%	Increased
171	Bank Julius Baer & Co Zurich, Switzerland	$241M	+$21.9M	15	0.81%	Increased
172	Mairs & Power Inc St Paul, Minnesota	$239M	-$10.9M	5	2.25%	Reduced
173	HighTower Advisors Chicago, Illinois	$239M	+$14.6M	35	0.34%	Increased
174	TAM Thematics Asset Management Paris, France	$237M	-$3.4M	14	9.39%	Reduced
175	Parnassus Investments San Francisco, California	$237M	-$5.71M	3	0.5%	Reduced