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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	Stockbridge Partners Boston, Massachusetts	$89.6M	$0	1	4.21%	Maintained
277	Gotham Asset Management New York	$89.1M	-$13.1M	11	1.29%	Reduced
278	TPSF Texas Permanent School Fund Austin, Texas	$88.6M	-$2.04M	15	1.11%	Reduced
279	Public Employees Retirement Association of Colorado Denver, Colorado	$88.1M	+$4.33M	19	0.56%	Increased
280	CIBC World Markets New York	$87.8M	+$20M	7	0.63%	Increased
281	CCMH Cornerstone Capital Management Holdings New York	$87.1M	+$24.7M	12	0.61%	Increased
282	Personal Capital Advisors Redwood City, California	$87.1M	+$4.9M	3	1.49%	Increased
283	Gulf International Bank (UK) London, United Kingdom	$86.9M	+$135K	7	1.1%	Increased
284	Janney Montgomery Scott Philadelphia, Pennsylvania	$86.7M	+$3.31M	21	0.9%	Increased
285	Madison Investment Holdings Madison, Wisconsin	$86.3M	+$1.59M	3	1.47%	Increased
286	ZP Zimmer Partners New York	$85.3M	+$61M	1	2.08%	Increased
287	Huntington National Bank Columbus, Ohio	$84.9M	+$68.6M	16	1.36%	Increased
288	Cullen Capital Management New York	$84.1M	-$11.7M	2	2.89%	Reduced
289	DekaBank Deutsche Girozentrale Frankfurt, Germany	$83.9M	$0	8	0.65%	Maintained
290	State of Michigan Retirement System Lansing, Michigan	$83.5M	-$2.78M	8	0.66%	Reduced
291	JP Jana Partners New York	$82.2M	-$124M	1	2.17%	Reduced
292	Davenport & Co Richmond, Virginia	$81.7M	+$911K	4	0.98%	Increased
293	Laurion Capital Management New York	$81.7M	+$46.8M	7	0.41%	Increased
294	Trillium Asset Management Boston, Massachusetts	$81.3M	-$4.55M	5	4.47%	Reduced
295	Fjarde Ap-fonden Stockholm, Sweden	$80.5M	+$12.4M	7	1.22%	Increased
296	Meyer Handelman Company Rye Brook, New York	$80.1M	-$12.1M	3	3.84%	Reduced
297	Fiera Capital (Canada) Montreal, Quebec, Canada	$79.9M	-$33.7M	4	0.38%	Reduced
298	Swiss Life Asset Management Zurich,	$79.9M	+$23.5M	7	1.78%	Increased
299	RHBC R.H. Bluestein & Co Birmingham, Michigan	$78.9M	-$648K	12	4.1%	Reduced
300	Handelsbanken Fonder Stockholm, Sweden	$78.8M	-$834K	4	1.73%	Reduced