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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	Trillium Asset Management Boston, Massachusetts	$77.1M	-$1.56M	6	4.13%	Reduced
302	Kovitz Investment Group Partners Chicago, Illinois	$76.8M	+$2.3M	1	3.57%	Increased
303	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$76.4M	+$19.8M	15	0.52%	Increased
304	TPSF Texas Permanent School Fund Austin, Texas	$75.7M	-$5.37M	15	1.03%	Reduced
305	Gotham Asset Management New York	$74.3M	-$5.75M	13	1.07%	Reduced
306	Bowen Hanes & Co Ponte Vedra Beach, Florida	$74.3M	-$611K	4	3.47%	Reduced
307	Nomura Asset Management Tokyo, Japan	$74M	+$795K	8	0.77%	Increased
308	NIMC NWQ Investment Management Company Los Angeles, California	$73.9M	-$5.18M	2	1.33%	Reduced
309	Cullen Capital Management New York	$73.7M	-$8.66M	1	2.79%	Reduced
310	WAM Water Asset Management New York	$73.7M	-$89.7M	13	89.49%	Reduced
311	BAM Barrett Asset Management New York	$72.7M	-$119K	8	4.94%	Reduced
312	AAM Ardevora Asset Management London, United Kingdom	$72.5M	-$10.1K	2	2.04%	Reduced
313	NI Nuance Investments Kansas City, Missouri	$71.3M	-$5.99M	5	4.64%	Reduced
314	ZP Zimmer Partners New York	$70.2M	-$10.4M	2	0.96%	Reduced
315	BB&T Securities Richmond, Virginia	$70.2M	-$1.81M	10	0.75%	Reduced
316	BAMCO Inc New York	$70.1M	-$418K	1	0.31%	Reduced
317	OCAM Onex Canada Asset Management Toronto, Ontario, Canada	$69.8M	+$8.79M	1	3.53%	Increased
318	Meyer Handelman Company Rye Brook, New York	$69.6M	-$1.16M	3	3.56%	Reduced
319	Boston Trust Walden Boston, Massachusetts	$68.1M	-$386K	8	1%	Reduced
320	PIP Permian Investment Partners Dallas, Texas	$67.9M	+$68.1M	1	9.01%	New
321	SAM Sawgrass Asset Management Ponte Vedra Beach, Florida	$66.7M	+$6.94M	4	2.98%	Increased
322	TPCM Tide Point Capital Management Old Greenwich, Connecticut	$66.2M	+$64.8M	1	7.78%	New
323	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$65.4M	-$24.1M	3	1.51%	Reduced
324	Two Sigma Investments New York	$65.3M	+$17M	15	0.19%	Increased
325	WCMNY Westchester Capital Management (New York) Valhalla, New York	$65.1M	+$15.5M	1	2.59%	Increased