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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	USAA United Services Automobile Association San Antonio, Texas	$69.8M	-$10.7M	6	0.24%	Reduced
252	Nordea Investment Management Stockholm, Sweden	$69.2M	+$209K	8	0.25%	Increased
253	HCM Hahn Capital Management Walnut Creek, California	$68.6M	+$20M	2	5.98%	Increased
254	Point72 Asset Management Stamford, Connecticut	$67.5M	+$45.6M	5	0.46%	Increased
255	State of Michigan Retirement System Lansing, Michigan	$67.5M	+$6.18M	7	0.47%	Increased
256	Madison Investment Holdings Madison, Wisconsin	$66.9M	+$6.86M	2	1.31%	Increased
257	Vaughan Nelson Investment Management Houston, Texas	$66.9M	+$11.8M	2	1.02%	Increased
258	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$66.3M	+$35.1M	10	0.9%	Increased
259	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$66.1M	-$1.16M	4	7.71%	Reduced
260	SAM Southernsun Asset Management Memphis, Tennessee	$65.6M	+$4.85M	1	1.23%	Increased
261	HI Honeywell International Charlotte, North Carolina	$65.5M	-$56.2K	2	1.54%	Reduced
262	Panagora Asset Management Boston, Massachusetts	$65.2M	-$13.2M	21	0.33%	Reduced
263	Covington Capital Management Los Angeles, California	$64.4M	-$372K	8	6.2%	Reduced
264	JP Morgan Private Wealth Advisors San Francisco, California	$64.1M	-$7.15M	13	0.73%	Reduced
265	FWSM First Wilshire Securities Management Pasadena, California	$64M	-$1.18M	6	13.1%	Reduced
266	KI Kalmar Investments Greenville, Delaware	$63.5M	-$5.25M	1	1.18%	Reduced
267	ProShare Advisors Bethesda, Maryland	$63.4M	+$7.42M	18	0.75%	Increased
268	Bahl & Gaynor Cincinnati, Ohio	$63.4M	-$18.3M	3	0.86%	Reduced
269	Duff & Phelps Investment Management Chicago, Illinois	$62.9M	+$3.7M	3	0.87%	Increased
270	R.M. Davis Inc Portland, Maine	$62.8M	-$548K	4	3.3%	Reduced
271	ACM Argent Capital Management St Louis, Missouri	$62.7M	+$640K	2	2.84%	Increased
272	Capital Guardian Trust Los Angeles, California	$62.2M	-$8.15M	8	0.46%	Reduced
273	Teacher Retirement System of Texas Austin, Texas	$62.2M	-$11.1M	24	0.48%	Reduced
274	Frontier Capital Management Boston, Massachusetts	$62.1M	+$3.73M	2	0.45%	Increased
275	AGF Investments Inc Toronto, Ontario, Canada	$61.6M	+$524K	5	0.67%	Increased