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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	ORIO Old Republic International (ORI) Chicago, Illinois	$72.6M	$0	1	2.4%	Maintained
302	SCA Salient Capital Advisors Houston, Texas	$71.7M	-$4.9M	1	1.58%	Reduced
303	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$71M	+$4.39M	1	2.99%	Increased
304	Lazard Asset Management New York	$70.8M	+$34.9M	5	0.13%	Increased
305	RHJA Rice Hall James & Associates San Diego, California	$70.4M	-$13.4M	4	3.12%	Reduced
306	Bowen Hanes & Co Ponte Vedra Beach, Florida	$69.9M	+$38.2M	4	3.29%	Increased
307	Virginia Retirement Systems Richmond, Virginia	$66.1M	-$1.03M	8	0.8%	Reduced
308	Candriam SCA Strassen, Luxembourg, Luxembourg	$66.1M	+$10.4M	6	1.16%	Increased
309	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$65.9M	+$4.79M	12	1.27%	Increased
310	Sit Investment Associates Minneapolis, Minnesota	$65.6M	-$1.72M	2	1.63%	Reduced
311	Fjarde Ap-fonden Stockholm, Sweden	$65M	+$16.7M	7	1.24%	Increased
312	CIBC World Markets New York	$64.7M	+$26.1M	7	0.62%	Increased
313	Brandywine Global Investment Management Philadelphia, Pennsylvania	$64.7M	-$1.68M	6	0.41%	Reduced
314	AHL Partners London, United Kingdom	$64.2M	+$34.4M	16	1.15%	Increased
315	VM Valinor Management New York	$64M	+$60.9M	1	2.01%	New
316	WCM Investment Management Laguna Beach, California	$63.8M	+$5.09M	2	0.81%	Increased
317	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$63.8M	-$397K	2	9.67%	Reduced
318	TCCM Two Creeks Capital Management New York	$63.6M	+$65M	1	3.62%	New
319	EC Eminence Capital New York	$63.5M	-$124M	1	1.03%	Reduced
320	Chilton Investment Company Stamford, Connecticut	$63.2M	-$9.04M	2	2.44%	Reduced
321	CAM CGOV Asset Management Toronto, Ontario, Canada	$63.1M	+$1.54M	1	2.47%	Increased
322	LPL Financial San Diego, California	$62.7M	+$14.4M	14	0.22%	Increased
323	Commerce Bank Kansas City, Missouri	$62.5M	+$19.7M	9	0.85%	Increased
324	BAMCO Inc New York	$61.9M	$0	1	0.29%	Maintained
325	QIM Quantitative Investment Management Charlottesville, Virginia	$61.8M	+$12.7M	5	0.71%	Increased