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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	$70.9M	-$103K	4	2.27%	Reduced
302	TC TwinBeech Capital Purchase, New York	$70.4M	+$27.7M	5	1.39%	Increased
303	Birch Hill Investment Advisors Boston, Massachusetts	$70.3M	-$85.4K	5	4.03%	Reduced
304	Homestead Advisers Arlington, Virginia	$70M	+$2.7M	2	1.86%	Increased
305	TI Trigran Investments Northbrook, Illinois	$69.6M	-$25.7M	1	6.72%	Reduced
306	Teacher Retirement System of Texas Austin, Texas	$68.7M	-$7.7M	24	0.46%	Reduced
307	RCW Rheos Capital Works Tokyo, Japan	$68.5M	-$22.7M	3	3.69%	Reduced
308	Mutual of America Capital Management New York	$68.4M	-$1.75M	19	0.78%	Reduced
309	Martingale Asset Management Boston, Massachusetts	$68.4M	-$2.11M	11	1.34%	Reduced
310	Swiss Life Asset Management Zurich,	$68.4M	+$13.2M	10	1.01%	Increased
311	Fiera Capital (Canada) Montreal, Quebec, Canada	$68.2M	-$727K	5	0.2%	Reduced
312	ZWJ Investment Counsel Atlanta, Georgia	$67.4M	+$1.43M	4	3.52%	Increased
313	Everett Harris & Co Los Angeles, California	$67.3M	+$1.69M	3	1.02%	Increased
314	W.H. Reaves & Co Jersey City, New Jersey	$67.2M	-$3.99M	1	2.48%	Reduced
315	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$67M	-$963K	16	0.46%	Reduced
316	State of Michigan Retirement System Lansing, Michigan	$66.6M	+$617K	12	0.41%	Increased
317	MCI McDonald Capital Investors Orinda, California	$66.1M	-$1.29M	1	4.93%	Reduced
318	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$66M	+$23.3M	3	0.18%	Increased
319	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$65.4M	+$8.56M	7	3.08%	Increased
320	TimesSquare Capital Management New York	$65.4M	-$14.5M	2	0.94%	Reduced
321	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$64.6M	-$16M	19	0.42%	Reduced
322	Cohen & Steers New York	$64M	-$67.5M	5	0.13%	Reduced
323	CIBC World Markets New York	$62.5M	+$53.3M	7	0.51%	Increased
324	Flossbach Von Storch Cologne, Germany	$61.6M	-$17.8M	1	0.25%	Reduced
325	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$61.3M	+$520K	21	0.59%	Increased