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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	Brandywine Global Investment Management Philadelphia, Pennsylvania	$87.1M	+$29.3M	5	0.56%	Increased
277	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$86.4M	-$65.2K	1	3.48%	Reduced
278	Janney Montgomery Scott Philadelphia, Pennsylvania	$86.3M	+$1.53M	22	0.83%	Increased
279	Nuveen Charlotte, North Carolina	$85.9M	+$35.4M	9	0.54%	Increased
280	Chilton Investment Company Stamford, Connecticut	$85.6M	+$21.7M	2	3.01%	Increased
281	Gulf International Bank (UK) London, United Kingdom	$85.2M	+$2.36M	8	1.07%	Increased
282	Bridgeway Capital Management Houston, Texas	$84.9M	-$36.2M	10	0.86%	Reduced
283	Thrivent Financial for Lutherans Minneapolis, Minnesota	$83.8M	+$14.6M	19	0.27%	Increased
284	Select Equity Group New York	$83.5M	-$18.8M	1	0.67%	Reduced
285	Assenagon Asset Management Senningerberg, Luxembourg	$83.5M	+$65.3M	4	0.96%	Increased
286	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$82.9M	+$35.1M	9	1.15%	Increased
287	Handelsbanken Fonder Stockholm, Sweden	$82.7M	-$14.5M	5	1.63%	Reduced
288	Virginia Retirement Systems Richmond, Virginia	$82.4M	+$11.8M	9	1.01%	Increased
289	Rothschild & Co Asset Management US Stamford, Connecticut	$82M	-$35.8M	4	0.88%	Reduced
290	Fjarde Ap-fonden Stockholm, Sweden	$81.8M	+$3.29M	8	1.24%	Increased
291	Gates Capital Management New York	$81.2M	+$86.7M	1	2.29%	New
292	RHJA Rice Hall James & Associates San Diego, California	$81M	+$4.47M	4	2.94%	Increased
293	LPL Financial San Diego, California	$79.8M	-$43.6K	21	0.21%	Reduced
294	State of Michigan Retirement System Lansing, Michigan	$79.2M	-$1.03M	8	0.63%	Reduced
295	Huntington National Bank Columbus, Ohio	$78.7M	+$97.9K	16	1.31%	Increased
296	Public Employees Retirement Association of Colorado Denver, Colorado	$78.6M	-$1.47M	19	0.51%	Reduced
297	ArrowMark Colorado Holdings Denver, Colorado	$77.9M	+$5.19M	4	0.71%	Increased
298	OA Omega Advisors New York	$77.7M	$0	1	2.7%	Maintained
299	ELI Empire Life Investments Toronto, Ontario, Canada	$77.2M	+$16.4M	2	5.56%	Increased
300	ABC Anchor Bolt Capital Chicago, Illinois	$77.2M	+$5.43M	2	3.39%	Increased