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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	CHAM Clear Harbor Asset Management Stamford, Connecticut	$102M	-$1.32M	11	23.39%	Reduced
227	Suntrust Banks Atlanta, Georgia	$100M	+$1.01M	11	0.58%	Increased
228	Holocene Advisors New York	$100M	+$79.3M	9	1.62%	Increased
229	Fiera Capital (Canada) Montreal, Quebec, Canada	$100M	-$42.2M	3	0.45%	Reduced
230	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$99.4M	+$1.95M	9	1.8%	Increased
231	AEGON Asset Management (UK) Edinburgh, United Kingdom	$99.3M	-$60.1M	3	3.17%	Reduced
232	SEI Investments Oaks, Pennsylvania	$99.1M	+$7.55M	25	0.35%	Increased
233	Rockefeller Capital Management New York	$98.9M	-$25.6M	12	1.73%	Reduced
234	Aristotle Capital Management Los Angeles, California	$97.8M	+$8.24M	3	0.66%	Increased
235	Beck Mack & Oliver New York	$96.8M	-$554K	2	3.88%	Reduced
236	Public Employees Retirement Association of Colorado Denver, Colorado	$96.4M	+$15.8M	19	0.69%	Increased
237	Factory Mutual Insurance Waltham, Massachusetts	$95.1M	-$6.87M	2	1.22%	Reduced
238	OAMU Ostrum Asset Management US New York	$95.1M	+$99.2M	6	14.02%	New
239	Marshall Wace London, United Kingdom	$93.7M	+$19.6M	22	0.96%	Increased
240	Teacher Retirement System of Texas Austin, Texas	$92.9M	-$26.2M	7	0.87%	Reduced
241	Los Angeles Capital Management Los Angeles, California	$92.8M	+$9.43M	19	0.58%	Increased
242	Arizona State Retirement System Phoenix, Arizona	$92.5M	-$11.4M	15	1.19%	Reduced
243	Calamos Advisors Naperville, Illinois	$92.5M	+$3.08M	4	0.61%	Increased
244	Nuveen Charlotte, North Carolina	$91.8M	+$11.9M	9	0.58%	Increased
245	Stockbridge Partners Boston, Massachusetts	$91.1M	$0	1	4.12%	Maintained
246	Fort Washington Investment Advisors Cincinnati, Ohio	$90M	-$6.07M	6	1.1%	Reduced
247	Raymond James Financial Services Advisors St. Petersburg, Florida	$89.5M	+$4.5M	21	0.47%	Increased
248	Arrowstreet Capital Boston, Massachusetts	$89.5M	+$84.9M	11	0.23%	Increased
249	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$89.4M	-$1.29M	1	3.79%	Reduced
250	VM Valinor Management New York	$89.3M	-$8.74M	1	4.36%	Reduced