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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
MPIA
Mountain Pacific Investment Advisers
Idaho
$126M -$3.87M 5 8.98% Reduced
227
William Blair Investment Management
William Blair Investment Management
Illinois
$125M -$4.34M 5 0.42% Reduced
228
Lazard Asset Management
Lazard Asset Management
New York
$122M +$61.3M 22 0.15% Increased
229
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$121M -$55.9M 7 4.76% Reduced
230
Trillium Asset Management
Trillium Asset Management
Massachusetts
$120M +$236K 5 4.3% Increased
231
Nissay Asset Management
Nissay Asset Management
Japan
$119M -$5.44M 8 1.78% Reduced
232
BAM
Barrett Asset Management
New York
$117M +$4.19M 9 6.11% Increased
233
LPL Financial
LPL Financial
California
$116M +$19.3M 24 0.15% Increased
234
Empyrean Capital Partners
Empyrean Capital Partners
California
$115M +$4.11M 1 3.77% Increased
235
NSCM
New South Capital Management
Tennessee
$114M -$22.7M 2 3.79% Reduced
236
Martingale Asset Management
Martingale Asset Management
Massachusetts
$114M +$9.32M 14 1.3% Increased
237
State of Tennessee, Department of Treasury
State of Tennessee, Department of Treasury
Tennessee
$114M -$64.9M 18 0.48% Reduced
238
First Manhattan
First Manhattan
New York
$113M -$4.63M 24 0.54% Reduced
239
CIP
Champlain Investment Partners
Vermont
$113M +$11.2M 1 0.65% Increased
240
SCM
Shapiro Capital Management
Georgia
$113M +$2.56M 1 2.42% Increased
241
Royce & Associates
Royce & Associates
New York
$112M +$15K 18 0.92% Increased
242
Natixis Advisors
Natixis Advisors
Massachusetts
$111M -$20.8M 12 0.64% Reduced
243
Erste Asset Management
Erste Asset Management
Austria
$110M +$31.1M 8 3.03% Increased
244
Royal London Asset Management
Royal London Asset Management
United Kingdom
$109M -$309K 7 0.57% Reduced
245
Sands Capital Management
Sands Capital Management
Virginia
$108M +$29.6M 1 0.21% Increased
246
Fjarde Ap-fonden
Fjarde Ap-fonden
Sweden
$106M +$15.4M 7 1.01% Increased
247
W.H. Reaves & Co
W.H. Reaves & Co
New Jersey
$106M -$10.2M 1 3.77% Reduced
248
Mondrian Investment Partners
Mondrian Investment Partners
United Kingdom
$104M +$29.9M 1 2.56% Increased
249
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$104M -$1.06M 25 0.31% Reduced
250
MUFG Securities EMEA
MUFG Securities EMEA
United Kingdom
$102M -$18.1M 4 0.78% Reduced
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