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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	Covea Finance Paris, France	$125M	+$11.3M	6	6.21%	Increased
202	BAMCO Inc New York	$124M	-$979K	1	0.42%	Reduced
203	Jupiter Asset Management London, United Kingdom	$124M	+$8.14M	7	1.81%	Increased
204	CI Investments Inc Toronto, Ontario, Canada	$123M	-$31.7M	17	0.62%	Reduced
205	Korea Investment Corp Seoul, South Korea	$122M	-$34.4M	9	0.38%	Reduced
206	Waverton Investment Management London, United Kingdom	$122M	+$4.99M	2	4.47%	Increased
207	Empyrean Capital Partners Los Angeles, California	$121M	$0	1	3.82%	Maintained
208	Stockbridge Partners Boston, Massachusetts	$120M	$0	1	3.23%	Maintained
209	Geneva Capital Management Milwaukee, Wisconsin	$120M	-$6.34M	4	2.7%	Reduced
210	Magellan Asset Management Sydney, Australia	$120M	-$6.73M	7	1.03%	Reduced
211	Osaic Holdings Scottsdale, Arizona	$119M	+$2.58M	48	0.24%	Increased
212	Susquehanna International Group Bala Cynwyd, Pennsylvania	$118M	+$17.5M	33	0.03%	Increased
213	Mariner Overland Park, Kansas	$118M	+$3.54M	27	0.38%	Increased
214	Nissay Asset Management Tokyo, Japan	$118M	-$49.1M	11	1.12%	Reduced
215	Asset Management One Tokyo, Japan	$117M	-$5.57M	13	0.57%	Reduced
216	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$115M	-$55.4K	5	8.35%	Reduced
217	AIG American International Group New York	$114M	+$4.54M	33	0.8%	Increased
218	HighTower Advisors Chicago, Illinois	$114M	-$11.1M	25	0.26%	Reduced
219	Truist Financial Charlotte, North Carolina	$113M	-$5.77M	22	0.2%	Reduced
220	Cohen & Steers New York	$112M	-$1.28M	6	0.25%	Reduced
221	Cubist Systematic Strategies Stamford, Connecticut	$111M	-$41.9M	28	0.65%	Reduced
222	First Manhattan New York	$110M	-$825K	22	0.4%	Reduced
223	Raymond James Financial Services Advisors St. Petersburg, Florida	$110M	-$5.56M	26	0.22%	Reduced
224	SP SCF Partners Houston, Texas	$110M	-$10.3M	1	36.99%	Reduced
225	LBP AM Paris, France	$109M	+$106M	10	3.12%	New