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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	Glenview Capital Management New York	$78.6M	-$43.8M	1	1.74%	Reduced
277	RCW Rheos Capital Works Tokyo, Japan	$76.8M	+$12.1M	4	4.62%	Increased
278	BCPEMI Bain Capital Public Equity Management II Boston, Massachusetts	$75.8M	+$70.3M	1	4.1%	New
279	TimesSquare Capital Management New York	$75.3M	-$7.28M	2	1.07%	Reduced
280	CCLA Investment Management London, United Kingdom	$75.1M	-$37.1M	1	1.69%	Reduced
281	CAM Cacti Asset Management Atlanta, Georgia	$75M	$0	1	6.98%	Maintained
282	Kovitz Investment Group Partners Chicago, Illinois	$74.9M	-$549K	4	1.48%	Reduced
283	Yousif Capital Management Bloomfield Hills, Michigan	$74.7M	+$1.97M	19	0.98%	Increased
284	Lazard Asset Management New York	$72.7M	-$7.43M	21	0.1%	Reduced
285	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$72.4M	+$11.2M	4	2.11%	Increased
286	Nisa Investment Advisors St. Louis, Missouri	$71.9M	-$3.14M	30	0.57%	Reduced
287	PGH Partners Group Holding Baar-Zug, Switzerland	$71.4M	-$4.41M	1	5.46%	Reduced
288	TI Trigran Investments Northbrook, Illinois	$71.1M	+$3.88M	1	7.13%	Increased
289	AAM Ardevora Asset Management London, United Kingdom	$71M	-$11.3M	2	1.21%	Reduced
290	ZWJ Investment Counsel Atlanta, Georgia	$70.2M	-$4.28M	4	3.97%	Reduced
291	Arizona State Retirement System Phoenix, Arizona	$70.1M	+$1.22M	26	0.68%	Increased
292	DnB Asset Management Oslo, Norway	$70.1M	-$2.45M	10	0.49%	Reduced
293	Royce & Associates New York	$69M	-$10.8M	9	0.73%	Reduced
294	Channing Capital Management Chicago, Illinois	$68.3M	+$9.68M	1	2.17%	Increased
295	State of Tennessee, Department of Treasury Nashville, Tennessee	$68M	+$7.54M	16	0.32%	Increased
296	Jane Street New York	$67.9M	-$81.4M	31	0.03%	Reduced
297	TC TwinBeech Capital Purchase, New York	$67.6M	+$51.2M	8	1.28%	Increased
298	CAPTRUST Financial Advisors Raleigh, North Carolina	$66.8M	-$160K	20	0.34%	Reduced
299	NSCM New South Capital Management Memphis, Tennessee	$66.2M	-$3.02M	1	3.05%	Reduced
300	Artisan Partners Milwaukee, Wisconsin	$66.1M	-$149M	1	0.12%	Reduced