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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	OA Omega Advisors New York	$75.1M	-$7.65M	1	2.81%	Reduced
302	ArrowMark Colorado Holdings Denver, Colorado	$75.1M	+$15.5M	4	0.75%	Increased
303	First Eagle Investment Management New York	$74.6M	-$13.5M	2	0.19%	Reduced
304	NI Nuance Investments Kansas City, Missouri	$73.7M	+$42.5M	5	4.98%	Increased
305	Chilton Investment Company Stamford, Connecticut	$72.8M	-$4.99M	2	2.8%	Reduced
306	AAM Ardevora Asset Management London, United Kingdom	$71.8M	+$753K	2	2.14%	Increased
307	BAMCO Inc New York	$71.8M	+$297K	2	0.33%	Increased
308	Nomura Asset Management Tokyo, Japan	$71.6M	-$13.8M	7	0.78%	Reduced
309	NIM NXG Investment Management Dallas, Texas	$71.5M	-$20.9M	4	2.49%	Reduced
310	Nomura Holdings Tokyo, Japan	$70.6M	+$21.3M	8	0.12%	Increased
311	BB&T Securities Richmond, Virginia	$70.5M	+$10.9M	10	0.8%	Increased
312	IIM Ivory Investment Management New York	$70.3M	+$9.32M	1	4.25%	Increased
313	Virginia Retirement Systems Richmond, Virginia	$69.6M	-$183K	8	0.84%	Reduced
314	ABC Anchor Bolt Capital Chicago, Illinois	$69.4M	-$29.1M	3	2.81%	Reduced
315	Kovitz Investment Group Partners Chicago, Illinois	$69.4M	+$16.8M	1	3.35%	Increased
316	ING Group Amsterdam, Netherlands	$68.9M	+$54.7M	7	1.25%	Increased
317	Meyer Handelman Company Rye Brook, New York	$68.9M	-$3.77M	3	3.51%	Reduced
318	Bowen Hanes & Co Ponte Vedra Beach, Florida	$68.3M	-$51.6K	4	3.17%	Reduced
319	BAM Barrett Asset Management New York	$67.2M	+$2.17M	8	4.77%	Increased
320	Thrivent Financial for Lutherans Minneapolis, Minnesota	$66.9M	-$7.07M	19	0.23%	Reduced
321	PGH Partners Group Holding Baar-Zug, Switzerland	$66.4M	+$32.1M	2	7.47%	Increased
322	RHJA Rice Hall James & Associates San Diego, California	$65.3M	-$10.8M	3	2.55%	Reduced
323	Boston Trust Walden Boston, Massachusetts	$64.5M	+$12.3M	8	0.98%	Increased
324	3CP 3G Capital Partners New York	$63.7M	+$71.4M	1	4.5%	New
325	SAM Southernsun Asset Management Memphis, Tennessee	$63.7M	-$5.75M	1	1.79%	Reduced