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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
226	Capital Guardian Trust Los Angeles, California	$81.5M	+$11.8M	4	0.55%	Increased
227	VDBMI Van Den Berg Management I Austin, Texas	$81M	+$1.59M	2	5.59%	Increased
228	Susquehanna International Group Bala Cynwyd, Pennsylvania	$80.2M	-$33.3M	21	0.04%	Reduced
229	Balyasny Asset Management Chicago, Illinois	$80M	-$95M	3	0.91%	Reduced
230	NM Naya Management London, United Kingdom	$80M	+$76.6M	1	8.82%	New
231	AIG American International Group New York	$79.4M	+$3.62M	34	0.37%	Increased
232	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$78.6M	-$3.44M	1	3.32%	Reduced
233	Calamos Advisors Naperville, Illinois	$78.2M	-$814K	4	0.5%	Reduced
234	DSM Capital Partners Palm Beach Gardens, Florida	$78.1M	-$22M	1	1.63%	Reduced
235	Two Sigma Investments New York	$77.1M	+$3.38M	14	0.41%	Increased
236	Cohen & Steers New York	$76.8M	+$17.4M	4	0.23%	Increased
237	Kornitzer Capital Management Shawnee Mission, Kansas	$74.7M	+$4.92M	5	0.79%	Increased
238	Mackenzie Financial Toronto Ontario, Ontario, Canada	$74.7M	-$971K	6	0.37%	Reduced
239	Kayne Anderson Rudnick Investment Management Los Angeles, California	$74.6M	-$1.21M	3	1.31%	Reduced
240	Analytic Investors Los Angeles, California	$74.4M	-$7.3M	4	1.13%	Reduced
241	ACI AMP Capital Investors Sydney, Australia	$74.4M	-$2.79M	11	0.5%	Reduced
242	Eagle Asset Management St Petersburg, Florida	$73.3M	-$29.6M	5	0.4%	Reduced
243	Raymond James & Associates St Petersburg, Florida	$72.5M	+$5.06M	15	0.5%	Increased
244	Chilton Investment Company Stamford, Connecticut	$72.1M	+$9.55M	1	2.24%	Increased
245	Alkeon Capital Management New York	$71.4M	+$46.6M	1	1.2%	Increased
246	TPSF Texas Permanent School Fund Austin, Texas	$70.3M	-$3.59M	13	0.72%	Reduced
247	MSA Mason Street Advisors Milwaukee, Wisconsin	$70.2M	-$6.52M	16	0.57%	Reduced
248	CHAM Clear Harbor Asset Management Stamford, Connecticut	$70M	+$478K	8	16.39%	Increased
249	Segall Bryant & Hamill Chicago, Illinois	$69.9M	-$5.94M	7	1.67%	Reduced
250	RHBC R.H. Bluestein & Co Birmingham, Michigan	$69.5M	-$542K	10	4.59%	Reduced