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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	Westfield Capital Management Boston, Massachusetts	$109M	+$1.49M	1	0.7%	Increased
227	AGF Investments Inc Toronto, Ontario, Canada	$108M	+$1.68M	9	1.09%	Increased
228	Baillie Gifford & Co Edinburgh, United Kingdom	$108M	+$30.6M	2	0.07%	Increased
229	Assenagon Asset Management Senningerberg, Luxembourg	$107M	+$83.1M	14	0.6%	Increased
230	Trillium Asset Management Boston, Massachusetts	$107M	-$7.46M	5	4.49%	Reduced
231	First Manhattan New York	$105M	-$985K	23	0.54%	Reduced
232	PGGM Investments Zeist, Netherlands	$101M	-$12.9M	4	0.53%	Reduced
233	MUFG Securities EMEA London, United Kingdom	$101M	+$7.66M	2	0.96%	Increased
234	BAM Barrett Asset Management New York	$98M	+$392K	9	5.78%	Increased
235	Royal London Asset Management United Kingdom	$96.8M	-$25.7M	7	0.59%	Reduced
236	Martingale Asset Management Boston, Massachusetts	$95.8M	+$20.6M	18	1.15%	Increased
237	Royce & Associates New York	$95.4M	-$39.8M	18	1.03%	Reduced
238	Robeco Institutional Asset Management Rotterdam, Netherlands	$95M	-$3.34M	8	0.29%	Reduced
239	Empyrean Capital Partners Los Angeles, California	$94.3M	-$872K	1	3.8%	Reduced
240	PCP P2 Capital Partners New York	$92.2M	$0	1	7.21%	Maintained
241	Commonwealth Equity Services Waltham, Massachusetts	$91.4M	-$2.31M	26	0.31%	Reduced
242	Vaughan Nelson Investment Management Houston, Texas	$89.5M	-$158M	2	1.25%	Reduced
243	HighTower Advisors Chicago, Illinois	$88M	+$8.88M	21	0.42%	Increased
244	Fifth Third Bancorp Cincinnati, Ohio	$86.7M	-$1.74M	18	0.48%	Reduced
245	Nomura Asset Management Tokyo, Japan	$86.5M	+$9.12M	8	0.66%	Increased
246	SCM Shapiro Capital Management Atlanta, Georgia	$85.6M	+$10.6M	1	2.35%	Increased
247	Evercore Wealth Management New York	$85.4M	+$87.2K	5	2.09%	Increased
248	Raymond James Financial Services Advisors St. Petersburg, Florida	$84.8M	-$2.17M	23	0.24%	Reduced
249	MCI McDonald Capital Investors Orinda, California	$84.4M	-$938K	1	7.53%	Reduced
250	LPL Financial San Diego, California	$84.2M	+$4.67M	22	0.13%	Increased