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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	FQ First Quadrant Glendale, California	$63.6M	+$9.39M	7	1.42%	Increased
252	Atalanta Sosnoff Capital New York	$63.1M	-$33.7M	1	2.02%	Reduced
253	Two Sigma Advisers New York	$62.8M	+$8.7M	15	0.4%	Increased
254	SAM Southernsun Asset Management Memphis, Tennessee	$62.4M	+$1.09M	1	1.37%	Increased
255	HT HAP Trading New York	$62.3M	+$66.6M	2	3.24%	Increased
256	Gateway Investment Advisers Cincinnati, Ohio	$62.2M	-$772K	6	0.55%	Reduced
257	AMF Tjänstepension Stockholm, Sweden	$62.1M	+$2.03M	2	0.94%	Increased
258	Cambiar Investors Denver, Colorado	$62.1M	-$3.76M	1	0.92%	Reduced
259	Korea Investment Corp Seoul, South Korea	$62M	+$14.2M	7	0.49%	Increased
260	Cohen & Steers New York	$62M	+$32.1M	3	0.19%	Increased
261	Nordea Investment Management Stockholm, Sweden	$62M	+$3.36M	10	0.23%	Increased
262	1832 Asset Management Toronto, Ontario, Canada	$61.9M	-$2.03M	4	0.26%	Reduced
263	Elliott Management New York	$61.7M	+$5.73M	1	1.18%	Increased
264	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$61.4M	-$130M	9	0.25%	Reduced
265	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$61.3M	$0	1	3.53%	Maintained
266	Frontier Capital Management Boston, Massachusetts	$61.1M	+$243K	2	0.51%	Increased
267	HCM Hahn Capital Management Walnut Creek, California	$60M	+$6.95M	2	5.93%	Increased
268	Alyeska Investment Group Chicago, Illinois	$60M	+$6.42M	2	0.7%	Increased
269	NM Naya Management London, United Kingdom	$59.9M	-$28.5M	1	3.25%	Reduced
270	Welch & Forbes Boston, Massachusetts	$59.5M	+$3.67M	6	1.99%	Increased
271	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$59.4M	-$760K	5	7.38%	Reduced
272	Glenmede Trust Philadelphia, Pennsylvania	$59.3M	+$15M	19	0.44%	Increased
273	Bahl & Gaynor Cincinnati, Ohio	$59.1M	-$1.43M	3	0.85%	Reduced
274	Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts	$59.1M	+$591K	4	0.21%	Increased
275	Aperio Group Sausalito, California	$58.9M	+$5.11M	16	0.6%	Increased