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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	Bowen Hanes & Co Ponte Vedra Beach, Florida	$62.5M	+$9.09M	4	2.25%	Increased
302	Jane Street New York	$62.4M	-$56.6M	20	0.04%	Reduced
303	SP SCF Partners Houston, Texas	$62.2M	$0	1	46.84%	Maintained
304	Markel Group Glen Allen, Virginia	$61.8M	$0	1	1.05%	Maintained
305	SAM Scopus Asset Management New York	$61.8M	-$12.8M	5	1.2%	Reduced
306	Homestead Advisers Arlington, Virginia	$61.3M	-$6.96M	1	1.68%	Reduced
307	OMERS Administration Corp Toronto, Ontario, Canada	$61.2M	+$10.1M	2	1.29%	Increased
308	Marshall Wace Asia Central, Hong Kong	$60.7M	+$61.1M	1	1.4%	New
309	TPSF Texas Permanent School Fund Austin, Texas	$60.6M	+$5.89M	15	0.82%	Increased
310	GC GMT Capital Atlanta, Georgia	$60.4M	-$19.9M	1	4.39%	Reduced
311	CAM Cacti Asset Management Atlanta, Georgia	$59.3M	-$5.35M	1	6.83%	Reduced
312	BGCP Bristol Gate Capital Partners Toronto, Ontario, Canada	$59.2M	+$6.63M	1	4.47%	Increased
313	TimesSquare Capital Management New York	$58.8M	+$93.8K	1	0.55%	Increased
314	Scout Investments Kansas City, Missouri	$58.6M	+$23.3M	3	1.3%	Increased
315	Great Lakes Advisors Chicago, Illinois	$58.4M	+$7.57M	10	1.24%	Increased
316	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$58.3M	-$1.72K	2	8.73%	Reduced
317	ALPS Advisors Denver, Colorado	$57.8M	-$424K	5	0.85%	Reduced
318	PGH Partners Group Holding Baar-Zug, Switzerland	$57.6M	-$4.96M	2	6.31%	Reduced
319	Mutual of America Capital Management New York	$57.6M	-$2.93M	16	0.77%	Reduced
320	Panagora Asset Management Boston, Massachusetts	$57.3M	-$16M	32	0.36%	Reduced
321	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$57.2M	-$3.89M	5	2.52%	Reduced
322	CT Cambridge Trust Cambridge, Massachusetts	$56.5M	-$355K	6	2.91%	Reduced
323	MC MIG Capital Newport Beach, California	$56.3M	-$7.73M	1	5.74%	Reduced
324	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$56.2M	-$19.6M	14	0.46%	Reduced
325	Mondrian Investment Partners London, United Kingdom	$55.8M	-$6.33M	1	1.93%	Reduced