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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
276	MVIP Mar Vista Investment Partners Los Angeles, California	$61M	+$4.5M	1	3.46%	Increased
277	ESCM Echo Street Capital Management New York	$60.6M	+$11.5M	2	3.51%	Increased
278	SC Stralem & Co New York	$60.3M	-$18.5M	1	3.37%	Reduced
279	NSCM New South Capital Management Memphis, Tennessee	$60.3M	+$19.9M	1	1.52%	Increased
280	DekaBank Deutsche Girozentrale Frankfurt, Germany	$60.1M	-$5.55M	9	0.75%	Reduced
281	ACM Atlanta Capital Management Atlanta, Georgia	$59.7M	-$56.4M	1	0.41%	Reduced
282	EC Eminence Capital New York	$59.7M	+$59.4M	1	0.92%	New
283	GC GW Capital Bellevue, Washington	$59.5M	+$2.08M	3	2.74%	Increased
284	NI Nuance Investments Kansas City, Missouri	$58.5M	+$1.24M	1	5.85%	Increased
285	LI LMCG Investments Boston, Massachusetts	$57.5M	-$6.54M	6	1.2%	Reduced
286	Welch & Forbes Boston, Massachusetts	$57.3M	-$133K	6	1.72%	Reduced
287	CCM Cornerstone Capital Management Edina, Minnesota	$57.2M	+$54.8M	1	1.88%	New
288	TPSF Texas Permanent School Fund Austin, Texas	$57.2M	-$1.24M	13	0.63%	Reduced
289	Factory Mutual Insurance Waltham, Massachusetts	$57.1M	+$8.44M	2	0.75%	Increased
290	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$56.8M	+$582K	12	0.42%	Increased
291	Korea Investment Corp Seoul, South Korea	$56.6M	-$1.37M	6	0.44%	Reduced
292	CIBC Private Wealth Group Atlanta, Georgia	$54.6M	+$5.52M	7	0.4%	Increased
293	Baird Milwaukee, Wisconsin	$54.3M	-$1.12M	15	0.56%	Reduced
294	Aperio Group Sausalito, California	$54.3M	+$4.78M	16	0.61%	Increased
295	CCMH Cornerstone Capital Management Holdings New York	$53.8M	+$9.33M	9	0.5%	Increased
296	Zacks Investment Management Chicago, Illinois	$53.4M	-$430K	4	1.69%	Reduced
297	Susquehanna International Group Bala Cynwyd, Pennsylvania	$53.4M	-$75.8M	25	0.02%	Reduced
298	VDBMI Van Den Berg Management I Austin, Texas	$53.2M	-$3.95M	2	5.55%	Reduced
299	Fifth Third Bancorp Cincinnati, Ohio	$52.9M	+$3.32M	24	0.46%	Increased
300	Congress Asset Management Boston, Massachusetts	$52.8M	-$2.77M	1	1.27%	Reduced