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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	NSCM New South Capital Management Memphis, Tennessee	$99.3M	-$1.05M	2	2.79%	Reduced
227	Madison Asset Management Madison, Wisconsin	$99.1M	+$100M	4	1.52%	New
228	Los Angeles Capital Management Los Angeles, California	$97.9M	-$19M	15	0.49%	Reduced
229	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$95.3M	+$5.72M	13	0.59%	Increased
230	Glenmede Trust Philadelphia, Pennsylvania	$95.2M	-$3.72M	25	0.43%	Reduced
231	Trillium Asset Management Boston, Massachusetts	$94.8M	-$7.4M	6	4.22%	Reduced
232	CC Carlson Capital Dallas, Texas	$94.3M	+$54.6M	2	1.7%	Increased
233	Commonwealth Equity Services Waltham, Massachusetts	$92.5M	+$1.85M	23	0.35%	Increased
234	BAM Barrett Asset Management New York	$90.5M	-$772K	8	5.53%	Reduced
235	Raymond James Financial Services Advisors St. Petersburg, Florida	$88.9M	+$356K	24	0.28%	Increased
236	Susquehanna International Group Bala Cynwyd, Pennsylvania	$88.6M	+$30.2M	28	0.03%	Increased
237	Davenport & Co Richmond, Virginia	$88.5M	+$10.3M	5	0.95%	Increased
238	SAM Scopus Asset Management New York	$87.1M	-$12.8M	3	2.83%	Reduced
239	Flossbach Von Storch Cologne, Germany	$86.8M	+$68.2M	1	0.59%	Increased
240	Virginia Retirement Systems Richmond, Virginia	$86.2M	+$10.5M	11	0.93%	Increased
241	William Blair Investment Management Chicago, Illinois	$86.2M	-$16.3M	3	0.34%	Reduced
242	EULAV Asset Management Sarasota, Florida	$85.7M	-$978K	3	2.96%	Reduced
243	Squarepoint New York	$85.3M	+$12.5M	19	0.51%	Increased
244	Fifth Third Bancorp Cincinnati, Ohio	$84.8M	-$811K	19	0.47%	Reduced
245	SEI Investments Oaks, Pennsylvania	$82.7M	-$5.82M	20	0.25%	Reduced
246	Commerzbank Aktiengesellschaft Frankfurt, Germany	$82.6M	+$8.05M	7	0.8%	Increased
247	Mirae Asset Global Investments Seoul, South Korea	$82.4M	+$17.5M	17	0.51%	Increased
248	State of Michigan Retirement System Lansing, Michigan	$82.4M	+$33.5M	9	0.68%	Increased
249	PCP P2 Capital Partners New York	$82.3M	-$18.5M	1	6.04%	Reduced
250	Aviva London, United Kingdom	$82.3M	+$11.5M	13	0.5%	Increased