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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
201	Federated Hermes Pittsburgh, Pennsylvania	$94.3M	-$12.8M	12	0.33%	Reduced
202	KI Kalmar Investments Greenville, Delaware	$94M	-$5.15M	1	1.57%	Reduced
203	Brandywine Global Investment Management Philadelphia, Pennsylvania	$93.6M	-$424K	6	0.86%	Reduced
204	British Columbia Investment Management Victoria, British Columbia, Canada	$93.1M	-$1.18M	8	0.74%	Reduced
205	Prudential plc London, England, United Kingdom	$92.1M	+$11.2M	3	0.39%	Increased
206	RIM Rainier Investment Management Seattle, Washington	$91.9M	-$36.1M	2	0.96%	Reduced
207	OCM Osterweis Capital Management San Francisco, California	$91.2M	+$987K	1	2.82%	Increased
208	1832 Asset Management Toronto, Ontario, Canada	$88.7M	+$2.54M	3	0.34%	Increased
209	LI LMCG Investments Boston, Massachusetts	$88.5M	+$3.38M	5	1.88%	Increased
210	HI Honeywell International Charlotte, North Carolina	$87.7M	+$18.4M	2	2.1%	Increased
211	BNP Paribas Financial Markets Paris, France	$87.7M	-$9.6M	31	0.06%	Reduced
212	USAA United Services Automobile Association San Antonio, Texas	$86.8M	+$10.1M	8	0.35%	Increased
213	CB Chemical Bank Detroit, Michigan	$86.8M	-$2.62M	5	15.45%	Reduced
214	Janus Henderson Group London,	$85.5M	+$2.95M	6	0.86%	Increased
215	Wasatch Advisors Salt Lake City, Utah	$85.4M	+$3.95M	1	0.84%	Increased
216	MCI McDonald Capital Investors Orinda, California	$85.1M	-$571K	1	10.69%	Reduced
217	Nordea Investment Management Stockholm, Sweden	$84.6M	+$8.78M	7	0.42%	Increased
218	Gateway Investment Advisers Cincinnati, Ohio	$84.6M	-$383K	6	0.68%	Reduced
219	Silvercrest Asset Management New York	$84.2M	+$4.83M	7	1.4%	Increased
220	Panagora Asset Management Boston, Massachusetts	$83.8M	+$636K	19	0.39%	Increased
221	Macquarie Group Sydney, NSW 2000, Australia	$82.1M	-$4.5M	9	0.15%	Reduced
222	AQR Capital Management Greenwich, Connecticut	$79.6M	+$13.9M	18	0.24%	Increased
223	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$79.5M	$0	1	3.34%	Maintained
224	Segall Bryant & Hamill Chicago, Illinois	$78.3M	-$3.51M	7	1.82%	Reduced
225	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$77.7M	+$72.3M	1	2.2%	New