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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	CC Capital Counsel New York	$71.6M	-$1.4M	2	4.75%	Reduced
277	Nisa Investment Advisors St. Louis, Missouri	$71.5M	-$4.44M	23	0.61%	Reduced
278	Factory Mutual Insurance Waltham, Massachusetts	$70.8M	+$14M	2	1.04%	Increased
279	Waratah Capital Advisors Toronto, Ontario, Canada	$70M	-$3.32M	2	7.41%	Reduced
280	Riverbridge Partners Minneapolis, Minnesota	$69M	-$61.5K	1	1.24%	Reduced
281	Tortoise Capital Advisors Overland Park, Kansas	$69M	-$4.79M	12	0.44%	Reduced
282	Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada	$68.5M	+$43.9M	9	0.47%	Increased
283	Confluence Investment Management St. Louis, Missouri	$68.3M	+$7.74M	3	1.09%	Increased
284	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$68.1M	-$142K	2	9.94%	Reduced
285	M Mirova Paris, France	$68.1M	-$109M	6	23.69%	Reduced
286	Nomura Asset Management Tokyo, Japan	$67.3M	+$1.02M	9	0.6%	Increased
287	Quilter Plc London, United Kingdom	$67.3M	+$65.5M	7	3.95%	New
288	Norinchukin Bank Tokyo, Japan	$67.3M	+$18.9M	7	0.88%	Increased
289	TI Trigran Investments Northbrook, Illinois	$66.7M	+$9.27M	2	12%	Increased
290	Jane Street New York	$66.6M	+$31.7M	17	0.09%	Increased
291	NIMC NWQ Investment Management Company Los Angeles, California	$65.8M	+$17.7M	2	1.64%	Increased
292	W.H. Reaves & Co Jersey City, New Jersey	$65.4M	-$4.01M	1	2.05%	Reduced
293	Martingale Asset Management Boston, Massachusetts	$65.3M	+$588K	13	0.67%	Increased
294	Channing Capital Management Chicago, Illinois	$64.4M	-$5.54M	2	2.98%	Reduced
295	VIM Veritas Investment Management London, United Kingdom	$64.3M	+$2.2M	2	4.92%	Increased
296	Artemis Investment Management Edinburgh, United Kingdom	$63.5M	+$30.9M	3	0.8%	Increased
297	Calamos Advisors Naperville, Illinois	$63.4M	+$20.1M	5	0.31%	Increased
298	Birch Hill Investment Advisors Boston, Massachusetts	$62.6M	+$6.03M	5	4.14%	Increased
299	Sands Capital Management Arlington, Virginia	$62.6M	+$20.1M	1	0.18%	Increased
300	Country Trust Bank Bloomington, Illinois	$61.3M	+$2.4M	4	2.41%	Increased