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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	Boston Trust Walden Boston, Massachusetts	$93.7M	-$1.07M	8	0.91%	Reduced
252	Madison Asset Management Madison, Wisconsin	$93.6M	-$4.68M	3	1.31%	Reduced
253	Glenmede Trust Philadelphia, Pennsylvania	$93.4M	-$2.36M	14	0.5%	Reduced
254	DnB Asset Management Oslo, Norway	$93.2M	+$1.75M	8	0.68%	Increased
255	Evercore Wealth Management New York	$92.9M	+$2.26M	5	1.84%	Increased
256	Factory Mutual Insurance Waltham, Massachusetts	$92.8M	-$14.7M	2	1.19%	Reduced
257	Mitsubishi UFJ Asset Management Tokyo, Japan	$92.8M	+$483K	8	0.61%	Increased
258	Aviva London, United Kingdom	$92.1M	+$811K	13	0.45%	Increased
259	Nisa Investment Advisors St. Louis, Missouri	$91.8M	-$6.23M	30	0.58%	Reduced
260	Treasurer of the State of North Carolina Raleigh, North Carolina	$91.6M	-$6.02M	9	0.58%	Reduced
261	Geneva Capital Management Milwaukee, Wisconsin	$91.5M	+$34.3M	4	1.56%	Increased
262	Congress Asset Management Boston, Massachusetts	$91M	+$2.11M	4	0.82%	Increased
263	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$88.7M	$0	1	2.01%	Maintained
264	CCM Compass Capital Management Minneapolis, Minnesota	$88.2M	+$5.69M	2	7.47%	Increased
265	MCI McDonald Capital Investors Orinda, California	$87.8M	-$711K	1	7%	Reduced
266	PCP P2 Capital Partners New York	$85.6M	-$7.64M	1	5.68%	Reduced
267	Ceredex Value Advisors Orlando, Florida	$85.6M	+$37.5M	2	1%	Increased
268	AMF Tjänstepension Stockholm, Sweden	$85.2M	-$11.7M	3	0.64%	Reduced
269	Norinchukin Bank Tokyo, Japan	$84.8M	+$1.09M	7	1.17%	Increased
270	ZWJ Investment Counsel Atlanta, Georgia	$83.6M	+$1.84M	4	5.14%	Increased
271	Riverbridge Partners Minneapolis, Minnesota	$83.2M	+$2.26M	1	0.95%	Increased
272	SDJVC St. Denis J. Villere & Co New Orleans, Louisiana	$82.9M	+$2.24M	1	4.53%	Increased
273	CAM Cacti Asset Management Atlanta, Georgia	$82.6M	+$13.8K	1	7.13%	Increased
274	Natixis Paris, France	$82.2M	-$22M	11	0.27%	Reduced
275	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$81.3M	+$10.5M	5	2.85%	Increased