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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	CHAM Clear Harbor Asset Management Stamford, Connecticut	$93.6M	-$643K	8	18.57%	Reduced
252	Cullen Capital Management New York	$93.3M	+$82.3M	2	3.25%	Increased
253	Nisa Investment Advisors St. Louis, Missouri	$92.9M	+$21.9M	20	1.05%	Increased
254	Gotham Asset Management New York	$92.8M	+$6.74M	10	1.36%	Increased
255	GIM GCA Investment Management New York	$92.5M	-$11.2M	5	18.15%	Reduced
256	Scout Investments Kansas City, Missouri	$91.8M	-$4.5M	3	2.52%	Reduced
257	NSCM New South Capital Management Memphis, Tennessee	$91.5M	+$396K	1	2.19%	Increased
258	Channing Capital Management Chicago, Illinois	$91.4M	+$33.3M	2	3.44%	Increased
259	Factory Mutual Insurance Waltham, Massachusetts	$91.3M	+$64M	2	1%	Increased
260	Natixis Paris, France	$90.6M	+$14.4M	15	0.84%	Increased
261	Meyer Handelman Company Rye Brook, New York	$89.5M	+$51.3M	3	4.09%	Increased
262	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$88.3M	+$1.74M	5	9.67%	Increased
263	Brookfield Corp Toronto, Ontario, Canada	$88.3M	-$43.4M	1	0.41%	Reduced
264	William Blair Investment Management Chicago, Illinois	$87M	+$15.6M	3	0.31%	Increased
265	Nomura Asset Management Tokyo, Japan	$86.5M	+$31.1M	7	1.12%	Increased
266	Rothschild & Co Asset Management US Stamford, Connecticut	$86.4M	-$10.8M	2	0.95%	Reduced
267	Hermes Investment Management London Uk, United Kingdom	$86.2M	+$5.85M	2	1.29%	Increased
268	TPSF Texas Permanent School Fund Austin, Texas	$86M	+$21.3M	15	1.1%	Increased
269	NIMC NWQ Investment Management Company Los Angeles, California	$85.8M	-$14.6M	1	1.05%	Reduced
270	D.E. Shaw & Co New York	$84.9M	-$14.7M	18	0.13%	Reduced
271	DekaBank Deutsche Girozentrale Frankfurt, Germany	$83.9M	+$4.04M	8	0.65%	Increased
272	Gulf International Bank (UK) London, United Kingdom	$83.1M	+$23.4M	7	1.12%	Increased
273	Tocqueville Asset Management New York	$82.5M	+$68.2M	6	0.95%	Increased
274	State of Michigan Retirement System Lansing, Michigan	$82.3M	+$19.5M	8	0.67%	Increased
275	Employees Retirement System of Texas Austin, Texas	$82.1M	+$35.1M	13	1.07%	Increased