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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	Epoch Investment Partners New York	$110M	+$9.45M	3	0.5%	Increased
252	Lazard Asset Management New York	$109M	-$32.7M	23	0.14%	Reduced
253	Stockbridge Partners Boston, Massachusetts	$107M	$0	1	2.29%	Maintained
254	Covea Finance Paris, France	$107M	+$10.4M	7	5.22%	Increased
255	TPSF Texas Permanent School Fund Austin, Texas	$107M	+$7.92M	22	0.92%	Increased
256	MetLife Investment Management Whippany, New Jersey	$106M	+$4.88M	35	0.77%	Increased
257	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$105M	+$29.6M	5	1.47%	Increased
258	AAM ACK Asset Management Greenwich, Connecticut	$105M	-$17M	2	12.59%	Reduced
259	First Manhattan New York	$103M	+$13.6M	22	0.36%	Increased
260	Amalgamated Bank New York	$103M	+$3.96M	37	0.82%	Increased
261	Montrusco Bolton Investments Montreal, Quebec, Canada	$103M	+$95.1M	1	1.27%	New
262	Johnson Investment Counsel Cincinnati, Ohio	$102M	+$10.1M	16	1.2%	Increased
263	TIA Tandem Investment Advisors Charleston, South Carolina	$100M	-$4.85M	4	4%	Reduced
264	EULAV Asset Management Sarasota, Florida	$98.7M	+$2.66M	6	3.05%	Increased
265	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$97.3M	-$2.6M	1	4.85%	Reduced
266	Vest Financial Mclean, Virginia	$96.8M	+$21.2M	6	3.61%	Increased
267	LBP AM Paris, France	$96M	-$8.94M	9	2.12%	Reduced
268	Baupost Group Boston, Massachusetts	$94.5M	+$31.6M	1	2.06%	Increased
269	Wealth Enhancement Advisory Services Plymouth, Minnesota	$93.9M	+$4.04M	18	0.27%	Increased
270	Fiduciary Management Inc Milwaukee, Wisconsin	$93M	+$8M	1	0.87%	Increased
271	Yousif Capital Management Bloomfield Hills, Michigan	$92.3M	+$2.4M	23	1.09%	Increased
272	Cubist Systematic Strategies Stamford, Connecticut	$92.1M	-$46M	19	0.6%	Reduced
273	Kennedy Capital Management St Louis, Missouri	$92.1M	-$548K	14	2.01%	Reduced
274	PGGM Investments Zeist, Netherlands	$91.8M	-$27.7M	9	1.4%	Reduced
275	DnB Asset Management Oslo, Norway	$91.1M	+$10.3M	11	0.47%	Increased