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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
301	State of Tennessee, Department of Treasury Nashville, Tennessee	$48.3M	-$29.9M	9	0.3%	Reduced
302	Arizona State Retirement System Phoenix, Arizona	$48.1M	+$50.4M	13	0.67%	New
303	Nisa Investment Advisors St. Louis, Missouri	$48M	+$2.79M	12	0.73%	Increased
304	HI Honeywell International Charlotte, North Carolina	$47.9M	-$3.09M	2	1.3%	Reduced
305	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$47.1M	-$564K	3	2.31%	Reduced
306	Douglas C. Lane & Associates New York	$47M	+$350K	3	1.34%	Increased
307	Commonwealth Equity Services Waltham, Massachusetts	$46.9M	+$2.04M	17	0.49%	Increased
308	Zacks Investment Management Chicago, Illinois	$46.6M	-$1.63M	4	1.62%	Reduced
309	ESCM Echo Street Capital Management New York	$46.3M	-$2.22M	2	1.71%	Reduced
310	Royal London Asset Management United Kingdom	$45.8M	+$47.9M	7	0.74%	New
311	SAM Shell Asset Management The Hague, Netherlands	$45M	+$6.53M	7	0.71%	Increased
312	CCMH Cornerstone Capital Management Holdings New York	$44.8M	-$3.39M	12	0.42%	Reduced
313	Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada	$43.9M	+$18.8M	4	0.51%	Increased
314	GA Geneva Advisors Chicago, Illinois	$43.8M	+$2.19M	6	0.88%	Increased
315	RHJA Rice Hall James & Associates San Diego, California	$43M	+$16.3M	4	2.78%	Increased
316	JP Morgan Private Wealth Advisors San Francisco, California	$42.7M	+$8.74M	15	0.54%	Increased
317	Andra AP-fonden Goteborg, Sweden	$42.5M	-$4.59M	8	1.25%	Reduced
318	CIBC Private Wealth Group Atlanta, Georgia	$42.5M	-$3.98M	6	0.35%	Reduced
319	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$42.4M	$0	9	1.08%	Maintained
320	SFM Systematic Financial Management Teaneck, New Jersey	$42.3M	+$5.14M	4	0.45%	Increased
321	Marshall Wace London, United Kingdom	$41.9M	-$40M	8	0.51%	Reduced
322	Envestnet Asset Management Chicago, Illinois	$41.2M	-$4.11M	20	0.2%	Reduced
323	Nomura Asset Management Tokyo, Japan	$41.2M	+$2.22M	8	0.83%	Increased
324	Prudential plc London, England, United Kingdom	$41.2M	+$7.21M	3	0.18%	Increased
325	SG Swarthmore Group Philadelphia, Pennsylvania	$40.4M	+$645K	2	4.29%	Increased