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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	State of Tennessee, Department of Treasury Nashville, Tennessee	$77.4M	-$17.5M	15	0.41%	Reduced
227	USAA United Services Automobile Association San Antonio, Texas	$77.2M	-$580K	8	0.27%	Reduced
228	Kayne Anderson Rudnick Investment Management Los Angeles, California	$76.2M	-$1.15M	3	1.27%	Reduced
229	Panagora Asset Management Boston, Massachusetts	$75.9M	-$16M	21	0.39%	Reduced
230	SC Stralem & Co New York	$75.4M	-$11.2M	1	3.5%	Reduced
231	AIG American International Group New York	$75.3M	-$4.11M	35	0.33%	Reduced
232	Bahl & Gaynor Cincinnati, Ohio	$75.2M	+$5.92M	2	1.05%	Increased
233	Kornitzer Capital Management Shawnee Mission, Kansas	$75M	+$1.69M	5	0.87%	Increased
234	Sterling Capital Management Charlotte, North Carolina	$73.7M	+$37.9M	9	0.64%	Increased
235	GVI Green Valley Investors Wilmington, Delaware	$73M	$0	1	1.54%	Maintained
236	KI Kalmar Investments Greenville, Delaware	$72.5M	-$35.6K	1	1.35%	Reduced
237	Chilton Investment Company Stamford, Connecticut	$72.3M	+$5.82M	3	2.52%	Increased
238	Two Sigma Advisers New York	$71.7M	+$45.4M	16	0.55%	Increased
239	BC BHR Capital New York	$71.6M	$0	1	6.82%	Maintained
240	Nordea Investment Management Stockholm, Sweden	$71.6M	+$4.17M	9	0.26%	Increased
241	1832 Asset Management Toronto, Ontario, Canada	$71.4M	-$105M	6	0.22%	Reduced
242	Suntrust Banks Atlanta, Georgia	$71.1M	-$3.94M	10	0.48%	Reduced
243	Gateway Investment Advisers Cincinnati, Ohio	$71M	-$1.24M	6	0.59%	Reduced
244	Capital Fund Management (CFM) Paris, France	$70.9M	+$25M	4	0.84%	Increased
245	Macquarie Group Sydney, NSW 2000, Australia	$70.7M	-$10.1M	10	0.15%	Reduced
246	Teacher Retirement System of Texas Austin, Texas	$70.5M	-$28.3M	24	0.55%	Reduced
247	AMF Tjänstepension Stockholm, Sweden	$70M	+$73.4M	2	0.88%	New
248	Alyeska Investment Group Chicago, Illinois	$70M	+$27.7M	5	1.19%	Increased
249	Aviva London, United Kingdom	$69.1M	-$91.1K	8	0.54%	Reduced
250	JP Morgan Private Wealth Advisors San Francisco, California	$68.7M	+$20.2M	14	0.82%	Increased