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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	Vaughan Nelson Investment Management Houston, Texas	$92.9M	+$6.2M	2	1.39%	Increased
202	JIR James Investment Research Alpha, Ohio	$92.6M	+$6.94M	2	2.89%	Increased
203	Citigroup New York	$92.4M	+$29M	37	0.08%	Increased
204	Victory Capital Management San Antonio, Texas	$89.1M	-$72M	5	0.67%	Reduced
205	WCMNY Westchester Capital Management (New York) Valhalla, New York	$88.9M	+$15.1M	1	1.1%	Increased
206	Baillie Gifford & Co Edinburgh, United Kingdom	$88.8M	$0	4	0.19%	Maintained
207	KAM Keeley Asset Management Chicago, Illinois	$88.5M	+$4.45M	5	1.8%	Increased
208	EdgePoint Investment Group Toronto, Ontario, Canada	$87.4M	-$1.24M	1	2.21%	Reduced
209	MAM Marketfield Asset Management New York	$87.3M	+$87.7M	1	0.82%	New
210	Fred Alger Management New York	$86.3M	+$5.97M	9	0.42%	Increased
211	Energy Income Partners Westport, Connecticut	$86.2M	+$13.8M	1	1.49%	Increased
212	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$86M	$0	1	3.42%	Maintained
213	Prudential plc London, England, United Kingdom	$84.8M	-$11.8M	3	0.35%	Reduced
214	KBC Group Brussels, Belgium	$84.7M	-$41.3M	22	2.96%	Reduced
215	USAA United Services Automobile Association San Antonio, Texas	$84.2M	-$16.4M	8	0.3%	Reduced
216	ACI AMP Capital Investors Sydney, Australia	$84.1M	-$970K	11	0.53%	Reduced
217	Stifel Financial St. Louis, Missouri	$83.9M	+$8.88M	14	0.74%	Increased
218	GVI Green Valley Investors Wilmington, Delaware	$83.9M	$0	1	1.92%	Maintained
219	MP MSD Partners New York	$83.5M	+$6.61M	1	2.51%	Increased
220	KeyBank National Association Cleveland, Ohio	$83.4M	-$18.2M	11	0.57%	Reduced
221	Perkins Investment Management Chicago, Illinois	$83.1M	-$21.2M	2	0.76%	Reduced
222	Westwood Holdings Group Dallas, Texas	$81.4M	-$2.9M	3	0.64%	Reduced
223	Nordea Investment Management Stockholm, Sweden	$80.9M	-$18.4M	9	0.32%	Reduced
224	RHBC R.H. Bluestein & Co Birmingham, Michigan	$80.8M	+$7.57M	9	5.06%	Increased
225	AIG American International Group New York	$80.7M	-$525K	33	0.36%	Reduced