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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	SCA Salient Capital Advisors Houston, Texas	$138M	+$17.3M	1	2.46%	Increased
177	SC Sasco Capital Fairfield, Connecticut	$137M	-$11.9M	1	3.64%	Reduced
178	HFA Harvest Fund Advisors Wayne, Pennsylvania	$136M	+$17.8M	1	1.29%	Increased
179	SSM Sound Shore Management Greenwich, Connecticut	$133M	+$126M	1	2.21%	New
180	William Blair & Company Chicago, Illinois	$133M	+$6.57M	9	1.07%	Increased
181	NFA Nationwide Fund Advisors Columbus, Ohio	$132M	+$6.86M	31	0.53%	Increased
182	SEI Investments Oaks, Pennsylvania	$131M	-$1.11M	27	0.57%	Reduced
183	Williams Jones & Associates New York	$130M	+$48.2M	5	3.4%	Increased
184	DAC Dividend Assets Capital Ridgeland, South Carolina	$129M	-$30.6M	3	4.7%	Reduced
185	ACM Atlanta Capital Management Atlanta, Georgia	$127M	+$25.7M	2	0.78%	Increased
186	Waddell & Reed Financial Overland Park, Kansas	$127M	+$3.04M	2	0.27%	Increased
187	ACM Argent Capital Management St Louis, Missouri	$124M	-$1.88M	2	4.76%	Reduced
188	MCI McDonald Capital Investors Orinda, California	$124M	-$4.2M	2	11%	Reduced
189	Aperio Group Sausalito, California	$123M	+$5.65M	22	0.84%	Increased
190	Silvercrest Asset Management New York	$123M	-$37.1M	8	1.32%	Reduced
191	Sarasin & Partners London, United Kingdom	$122M	-$23.9M	1	2.37%	Reduced
192	ACI AMP Capital Investors Sydney, Australia	$121M	-$17.5M	11	0.72%	Reduced
193	DZ Bank Frankfurt Am Main, Germany	$121M	-$58.6M	5	0.55%	Reduced
194	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$117M	+$2.76M	7	1.35%	Increased
195	Cohen & Steers New York	$117M	+$26M	1	0.31%	Increased
196	AMF Tjänstepension Stockholm, Sweden	$116M	-$1.79M	3	1.33%	Reduced
197	BNP Paribas Asset Management Paris, France	$115M	+$20.3M	10	1.06%	Increased
198	Brookfield Corp Toronto, Ontario, Canada	$114M	-$17.8M	2	0.66%	Reduced
199	LM Luminus Management Houston, Texas	$113M	+$61M	3	2.9%	Increased
200	Vaughan Nelson Investment Management Houston, Texas	$112M	+$1.53M	2	1.31%	Increased