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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	$143M	-$10.3M	2	4.36%	Reduced
227	BAMCO Inc New York	$143M	-$2.06M	2	0.3%	Reduced
228	Driehaus Capital Management Chicago, Illinois	$141M	+$40M	4	1.44%	Increased
229	Silvercrest Asset Management New York	$141M	-$24.7M	9	0.89%	Reduced
230	TimesSquare Capital Management New York	$139M	-$37.2M	2	1.23%	Reduced
231	Osaic Holdings Scottsdale, Arizona	$139M	+$3.43M	44	0.26%	Increased
232	Fjarde Ap-fonden Stockholm, Sweden	$138M	-$1.23M	7	1.22%	Reduced
233	EULAV Asset Management Sarasota, Florida	$136M	+$2.04M	5	3.44%	Increased
234	Quilter Plc London, United Kingdom	$134M	+$14.3M	6	3.48%	Increased
235	First Manhattan New York	$133M	+$2.51M	24	0.44%	Increased
236	Martingale Asset Management Boston, Massachusetts	$133M	-$6.01M	17	1.7%	Reduced
237	PCM Palestra Capital Management New York	$132M	+$124M	1	3.83%	New
238	Mitsubishi UFJ Asset Management Tokyo, Japan	$132M	+$12.1M	8	0.52%	Increased
239	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$132M	+$15.3M	15	0.68%	Increased
240	PGGM Investments Zeist, Netherlands	$130M	-$33.8M	6	0.65%	Reduced
241	Aviva London, United Kingdom	$130M	+$16.1M	12	0.55%	Increased
242	Geneva Capital Management Milwaukee, Wisconsin	$130M	-$3.52M	4	2.09%	Reduced
243	Fifth Third Bancorp Cincinnati, Ohio	$129M	-$1.47M	22	0.5%	Reduced
244	Empyrean Capital Partners Los Angeles, California	$129M	-$28.5M	1	3.41%	Reduced
245	ESCM Echo Street Capital Management New York	$126M	+$13.6M	7	0.84%	Increased
246	Susquehanna International Group Bala Cynwyd, Pennsylvania	$125M	-$28.9M	35	0.02%	Reduced
247	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$124M	+$14M	4	5.45%	Increased
248	Boston Trust Walden Boston, Massachusetts	$122M	+$107K	8	0.98%	Increased
249	Glenview Capital Management New York	$122M	-$1.05M	1	2.6%	Reduced
250	Panagora Asset Management Boston, Massachusetts	$121M	+$39.6M	22	0.64%	Increased