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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	Nomura Asset Management Tokyo, Japan	$77.7M	+$3.13M	8	0.76%	Increased
277	Kornitzer Capital Management Shawnee Mission, Kansas	$76M	-$66.2M	5	1.37%	Reduced
278	Cullen Capital Management New York	$75M	+$926K	1	2.96%	Increased
279	Frontier Capital Management Boston, Massachusetts	$74.9M	+$56.4M	2	0.53%	Increased
280	Chemical Bank Detroit, Michigan	$74.9M	-$3.85M	4	8.44%	Reduced
281	Factory Mutual Insurance Waltham, Massachusetts	$74.8M	+$148K	2	0.88%	Increased
282	Sawgrass Asset Management Ponte Vedra Beach, Florida	$74.6M	-$985K	4	3.33%	Reduced
283	Calamos Advisors Naperville, Illinois	$74.3M	-$20.5M	4	0.46%	Reduced
284	State of Michigan Retirement System Lansing, Michigan	$74.2M	-$241K	8	0.6%	Reduced
285	Evercore Wealth Management New York	$73.9M	+$676K	6	2.38%	Increased
286	Brandywine Global Investment Management Philadelphia, Pennsylvania	$73.8M	+$209K	4	0.51%	Increased
287	Norinchukin Bank Tokyo, Japan	$73.7M	-$21.8K	7	0.94%	Reduced
288	SIC Schwartz Investment Counsel Plymouth, Michigan	$73M	+$11.8M	3	3.91%	Increased
289	Chilton Investment Company Stamford, Connecticut	$72.9M	+$1.88M	2	2.56%	Increased
290	Advisory Research Chicago, Illinois	$72.1M	+$276K	3	1.39%	Increased
291	SYM Financial Corp Winona Lake, Indiana	$72M	+$175K	1	45.52%	Increased
292	LM Luminus Management Houston, Texas	$71.5M	-$109M	3	1.54%	Reduced
293	Thrivent Financial for Lutherans Minneapolis, Minnesota	$71.4M	+$5.9M	20	0.22%	Increased
294	EULAV Asset Management Sarasota, Florida	$70.9M	+$457K	3	2.92%	Increased
295	Huntington National Bank Columbus, Ohio	$70.3M	-$2.7M	13	1.16%	Reduced
296	OAMU Ostrum Asset Management US New York	$69.8M	-$41.7M	4	19.43%	Reduced
297	Regions Financial Corp Birmingham, Alabama	$69.3M	+$28.9M	21	0.8%	Increased
298	BB&T Securities Richmond, Virginia	$68M	-$2.12M	9	0.66%	Reduced
299	PCP P2 Capital Partners New York	$67.6M	+$9.8M	1	5.61%	Increased
300	Carillon Tower Advisers St. Petersburg, Florida	$67.5M	-$3.16M	4	0.48%	Reduced