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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
251	Manning & Napier Advisors Fairport, New York	$64.9M	-$39.9M	3	0.29%	Reduced
252	SAM Southernsun Asset Management Memphis, Tennessee	$64.9M	+$7.82M	1	1.32%	Increased
253	Capital Guardian Trust Los Angeles, California	$63.8M	+$16.1M	4	0.42%	Increased
254	SGM Summit Global Management San Diego, California	$63.8M	-$633K	13	63.48%	Reduced
255	Raymond James & Associates St Petersburg, Florida	$63.6M	+$8.11K	11	0.48%	Increased
256	Pzena Investment Management New York	$62.7M	+$23.7M	2	0.37%	Increased
257	Employees Retirement System of Texas Austin, Texas	$62M	-$913K	9	0.8%	Reduced
258	QS Investors New York	$61.9M	+$6.59M	7	2.35%	Increased
259	Teacher Retirement System of Texas Austin, Texas	$60.8M	-$21M	18	0.53%	Reduced
260	Madison Investment Holdings Madison, Wisconsin	$60.1M	+$1.59M	3	1.17%	Increased
261	Chilton Investment Company Stamford, Connecticut	$60.1M	-$1.87M	1	1.74%	Reduced
262	Aviva London, United Kingdom	$59.2M	+$11.9M	7	0.5%	Increased
263	BC BHR Capital New York	$58.9M	$0	1	4.88%	Maintained
264	HighTower Advisors Chicago, Illinois	$58.2M	+$18.1M	11	1.2%	Increased
265	Stockbridge Partners Boston, Massachusetts	$57.9M	-$40.4M	1	4.13%	Reduced
266	MP MSD Partners New York	$57.8M	+$11.8M	2	2.36%	Increased
267	R.M. Davis Inc Portland, Maine	$57.6M	-$10.7M	4	3.52%	Reduced
268	FIM FourPoints Investment Managers Paris, France	$57.2M	-$19M	2	5.39%	Reduced
269	Rothschild & Co Asset Management US Stamford, Connecticut	$57M	-$20.2M	1	1.27%	Reduced
270	PTC Provident Trust Company Waukesha, Wisconsin	$56.6M	+$326K	1	3.29%	Increased
271	Cohen & Steers New York	$56M	-$33.6M	4	0.18%	Reduced
272	IRF IBM Retirement Fund Armonk, New York	$55.8M	-$1.81M	9	0.73%	Reduced
273	Foresters Investment Management New York	$55.5M	-$8.39M	4	1.2%	Reduced
274	Hamlin Capital Management New York	$55.2M	+$1.86M	1	3.75%	Increased
275	Baird Milwaukee, Wisconsin	$55M	+$2.35M	13	0.95%	Increased