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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	WCMNY Westchester Capital Management (New York) Valhalla, New York	$72.5M	+$14.5M	1	0.93%	Increased
252	Bahl & Gaynor Cincinnati, Ohio	$71.5M	-$563K	3	1.09%	Reduced
253	Calamos Advisors Naperville, Illinois	$70.6M	-$2.41M	4	0.45%	Reduced
254	Mackenzie Financial Toronto Ontario, Ontario, Canada	$70.1M	-$3.52M	3	0.33%	Reduced
255	Point72 Asset Management Stamford, Connecticut	$69.7M	+$67.5M	4	0.45%	New
256	FWSM First Wilshire Securities Management Pasadena, California	$69.5M	-$223K	5	10.78%	Reduced
257	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$69.4M	+$1.04M	4	8.22%	Increased
258	BC BHR Capital New York	$68.6M	+$8.39M	1	4.72%	Increased
259	TPSF Texas Permanent School Fund Austin, Texas	$68.5M	-$3.26M	13	0.71%	Reduced
260	Janus Henderson Group London,	$68.4M	+$8.56M	8	0.64%	Increased
261	BNP Paribas Asset Management Paris, France	$67.9M	+$7.01M	8	0.53%	Increased
262	Madison Investment Holdings Madison, Wisconsin	$67.9M	+$19.6M	3	1.39%	Increased
263	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$67.3M	+$2.35M	12	0.41%	Increased
264	LCP Lombardia Capital Partners Pasadena, California	$66.5M	+$13.7M	2	1.79%	Increased
265	Cohen & Steers New York	$65.4M	-$13.2M	4	0.19%	Reduced
266	SAM Southernsun Asset Management Memphis, Tennessee	$65.3M	+$8.75M	1	1.19%	Increased
267	Fidelity International Hamilton, Bermuda	$65.2M	+$4.28M	3	0.24%	Increased
268	Rothschild & Co Asset Management US Stamford, Connecticut	$64.7M	+$21.7M	1	1.33%	Increased
269	Commerzbank Aktiengesellschaft Frankfurt, Germany	$64.3M	-$47.1M	10	0.33%	Reduced
270	ESCM Echo Street Capital Management New York	$64.3M	+$9.71M	3	4.2%	Increased
271	Arizona State Retirement System Phoenix, Arizona	$64.3M	+$9.45M	14	0.78%	Increased
272	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$64.2M	+$11.6M	3	0.17%	Increased
273	Citigroup New York	$64.1M	-$176M	35	0.06%	Reduced
274	State of Michigan Retirement System Lansing, Michigan	$63.7M	-$96.9K	7	0.45%	Reduced
275	ACM Argent Capital Management St Louis, Missouri	$63.7M	+$17M	2	3.38%	Increased