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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	Congress Asset Management Boston, Massachusetts	$90.8M	+$39.5M	2	1.62%	Increased
227	Welch & Forbes Boston, Massachusetts	$90.6M	+$1.22M	7	2.53%	Increased
228	NIM NXG Investment Management Dallas, Texas	$89.5M	-$75.2M	5	2.99%	Reduced
229	Rothschild & Co Asset Management US Stamford, Connecticut	$89.2M	-$6.48M	5	1.01%	Reduced
230	Prudential plc London, England, United Kingdom	$89.1M	+$18.4M	5	0.29%	Increased
231	Baird Financial Group Milwaukee, Wisconsin	$88.1M	-$4.51M	13	0.69%	Reduced
232	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$87.9M	+$34.6M	1	5.29%	Increased
233	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$87.5M	+$18.2M	1	14.91%	Increased
234	OA Omega Advisors New York	$86.2M	+$270K	1	3.6%	Increased
235	Scout Investments Kansas City, Missouri	$86M	-$2.04M	3	2.49%	Reduced
236	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$82.2M	-$2.42M	5	9.16%	Reduced
237	RHJA Rice Hall James & Associates San Diego, California	$81.4M	+$6.01M	4	3.54%	Increased
238	NSCM New South Capital Management Memphis, Tennessee	$80.6M	-$2.47M	1	1.91%	Reduced
239	Viking Global Investors Stamford, Connecticut	$79.7M	-$758M	1	0.54%	Reduced
240	ZP Zimmer Partners New York	$79.6M	+$2.04M	1	1.89%	Increased
241	Suntrust Banks Atlanta, Georgia	$78.7M	-$204K	7	0.48%	Reduced
242	Thrivent Financial for Lutherans Minneapolis, Minnesota	$78.4M	-$36.6M	18	0.33%	Reduced
243	DekaBank Deutsche Girozentrale Frankfurt, Germany	$78.2M	+$7.61M	8	0.62%	Increased
244	Balyasny Asset Management Chicago, Illinois	$78.1M	+$24.9M	7	0.32%	Increased
245	Bridgeway Capital Management Houston, Texas	$77.4M	+$18.2M	9	0.93%	Increased
246	Hermes Investment Management London Uk, United Kingdom	$77.4M	-$4.7M	2	1.26%	Reduced
247	Gotham Asset Management New York	$77.2M	+$31.8M	10	1.08%	Increased
248	SAM Scopus Asset Management New York	$76.1M	-$4.54M	5	0.82%	Reduced
249	Robeco Institutional Asset Management Rotterdam, Netherlands	$75.3M	-$11.1M	8	0.49%	Reduced
250	HCM Holland Capital Management Chicago, Illinois	$75.1M	-$6.87M	2	3.29%	Reduced