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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	W.H. Reaves & Co Jersey City, New Jersey	$109M	+$1.48M	2	3.96%	Increased
227	WCMNY Westchester Capital Management (New York) Valhalla, New York	$109M	+$103M	2	3.43%	Increased
228	DAC Dividend Assets Capital Ridgeland, South Carolina	$109M	-$1.49M	3	4.48%	Reduced
229	R.M. Davis Inc Portland, Maine	$108M	+$1.29M	6	4.47%	Increased
230	USS Investment Management London, United Kingdom	$108M	+$4.18M	1	0.84%	Increased
231	Congress Asset Management Boston, Massachusetts	$107M	+$14.9M	4	1.66%	Increased
232	ABC Anchor Bolt Capital Chicago, Illinois	$107M	-$43.3M	2	4.38%	Reduced
233	BP Berkshire Partners Boston, Massachusetts	$106M	+$64.3M	1	18.7%	Increased
234	Baird Financial Group Milwaukee, Wisconsin	$106M	+$12.6M	13	0.8%	Increased
235	CB Chemical Bank Detroit, Michigan	$106M	-$650K	4	11.71%	Reduced
236	AMF Tjänstepension Stockholm, Sweden	$106M	-$25.4M	3	1.16%	Reduced
237	Fifth Third Bancorp Cincinnati, Ohio	$105M	+$52.4M	21	0.75%	Increased
238	Beck Mack & Oliver New York	$102M	-$3.57M	2	3.37%	Reduced
239	Confluence Investment Management St. Louis, Missouri	$102M	+$92.9M	2	1.96%	Increased
240	Robeco Schweiz Zurich, Switzerland	$102M	-$4.9M	8	7.85%	Reduced
241	PAR Capital Management Boston, Massachusetts	$100M	$0	2	1.14%	Maintained
242	IIM Ivory Investment Management New York	$99.8M	+$95M	1	4.96%	New
243	Fred Alger Management New York	$98.9M	+$86.5M	5	0.46%	Increased
244	PCM Palestra Capital Management New York	$98.8M	+$49.3M	1	6.13%	Increased
245	Commonwealth Equity Services Waltham, Massachusetts	$98.8M	+$19.8M	24	0.59%	Increased
246	Arizona State Retirement System Phoenix, Arizona	$98.8M	+$34.4M	14	1.18%	Increased
247	JP Morgan Private Wealth Advisors San Francisco, California	$98.1M	+$21M	13	0.71%	Increased
248	Welch & Forbes Boston, Massachusetts	$96.8M	+$5.41M	8	2.55%	Increased
249	OA Omega Advisors New York	$94.7M	$0	1	3.68%	Maintained
250	Raymond James Financial Services Advisors St. Petersburg, Florida	$93.8M	+$17M	19	0.6%	Increased