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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
176	Comerica Bank Dallas, Texas	$113M	-$112M	17	0.96%	Reduced
177	Nuveen Charlotte, North Carolina	$112M	-$2.33M	11	0.61%	Reduced
178	BAMCO Inc New York	$112M	-$42.5M	4	0.43%	Reduced
179	Miller Howard Investments Kingston, New York	$109M	-$27M	5	1.65%	Reduced
180	JIR James Investment Research Alpha, Ohio	$109M	+$4.94M	3	2.57%	Increased
181	Burgundy Asset Management Toronto, Ontario, Canada	$108M	+$22.7M	1	1.2%	Increased
182	Retirement Systems of Alabama Montgomery, Alabama	$108M	-$1.58M	8	0.58%	Reduced
183	Aberdeen Asset Management Aberdeen, United Kingdom	$108M	-$9.2M	7	0.29%	Reduced
184	Rockefeller Financial Services New York	$107M	+$29.5M	11	2.31%	Increased
185	Thrivent Financial for Lutherans Minneapolis, Minnesota	$104M	-$69.5M	10	0.57%	Reduced
186	NM Naya Management London, United Kingdom	$103M	-$24.3M	1	6.77%	Reduced
187	MCI McDonald Capital Investors Orinda, California	$102M	+$4.08M	1	10.48%	Increased
188	Boston Trust Walden Boston, Massachusetts	$101M	-$7.35M	5	1.49%	Reduced
189	Brandywine Global Investment Management Philadelphia, Pennsylvania	$100M	+$12.3M	7	0.65%	Increased
190	Energy Income Partners Westport, Connecticut	$99.6M	+$21.4M	3	1.74%	Increased
191	VFA Virtus Fund Advisers Hartford, Connecticut	$97.6M	+$8M	7	0.73%	Increased
192	British Columbia Investment Management Victoria, British Columbia, Canada	$97.5M	-$10.9M	11	0.88%	Reduced
193	EdgePoint Investment Group Toronto, Ontario, Canada	$97.3M	+$11.9M	1	2.15%	Increased
194	Two Sigma Advisers New York	$95.8M	+$22M	14	0.7%	Increased
195	Federated Hermes Pittsburgh, Pennsylvania	$95.5M	-$405K	17	0.29%	Reduced
196	KBC Group Brussels, Belgium	$94.6M	-$2.15M	31	1.21%	Reduced
197	NIM NXG Investment Management Dallas, Texas	$93.7M	-$4.12M	3	2.4%	Reduced
198	Raymond James & Associates St Petersburg, Florida	$93.2M	+$6.28M	15	0.41%	Increased
199	City National Bank Beverly Hills, Delaware	$90.5M	+$4.58M	7	0.76%	Increased
200	OA Omega Advisors New York	$89.9M	+$86.7M	1	1.43%	Increased