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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	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$59.8M	-$1.01M	1	2.93%	Reduced
277	Nisa Investment Advisors St. Louis, Missouri	$58.5M	+$408K	20	0.71%	Increased
278	United Capital Financial Advisors Irving, Texas	$58M	+$30.8M	12	0.56%	Increased
279	Public Employees Retirement Association of Colorado Denver, Colorado	$57.5M	-$2.42M	19	0.46%	Reduced
280	SAM Southernsun Asset Management Memphis, Tennessee	$57.3M	+$3.04M	1	1.46%	Increased
281	TPSF Texas Permanent School Fund Austin, Texas	$57M	-$1.85M	15	0.76%	Reduced
282	Baillie Gifford & Co Edinburgh, United Kingdom	$56.1M	+$974K	4	0.09%	Increased
283	AC Ascend Capital Orinda, California	$56.1M	+$54.9M	1	2.8%	New
284	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$56.1M	+$159K	9	1.25%	Increased
285	Trillium Asset Management Boston, Massachusetts	$55.7M	+$1.68M	4	3.67%	Increased
286	Fifth Third Bancorp Cincinnati, Ohio	$55.5M	-$2.18M	21	0.45%	Reduced
287	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$55.5M	-$2.16M	2	9.14%	Reduced
288	GA Geneva Advisors Chicago, Illinois	$55.5M	-$2.46M	6	1.08%	Reduced
289	SG Americas Securities New York	$55.4M	-$40.5M	17	0.47%	Reduced
290	NIMC NWQ Investment Management Company Los Angeles, California	$55M	+$52.7M	2	0.75%	Increased
291	DIA Denver Investment Advisors Denver, Colorado	$54.8M	-$1.76M	5	2.31%	Reduced
292	M&T Bank Buffalo, New York	$54.5M	+$1.38M	16	0.34%	Increased
293	Capital Guardian Trust Los Angeles, California	$54.4M	+$4.79M	9	0.43%	Increased
294	MDSL M.D. Sass LLC New York	$54.1M	+$52M	1	3.05%	New
295	HCM Hahn Capital Management Walnut Creek, California	$53.9M	-$10.9M	2	5.34%	Reduced
296	Arizona State Retirement System Phoenix, Arizona	$53.6M	+$369K	15	0.79%	Increased
297	Huntington National Bank Columbus, Ohio	$52.8M	+$865K	13	0.96%	Increased
298	State of Michigan Retirement System Lansing, Michigan	$51.7M	-$3.35M	8	0.41%	Reduced
299	Kovitz Investment Group Partners Chicago, Illinois	$51.6M	-$19.4M	2	3%	Reduced
300	ELC Edgar Lomax Company Kingstowne, Virginia	$51.5M	-$4.05M	1	3.3%	Reduced