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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	Arrowstreet Capital Boston, Massachusetts	$83.4M	+$36.8M	15	0.08%	Increased
302	CAM Cacti Asset Management Atlanta, Georgia	$83.2M	-$4.67M	1	6.64%	Reduced
303	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$82.8M	+$1.36M	23	0.74%	Increased
304	Gotham Asset Management New York	$82.3M	-$5.32M	24	1.24%	Reduced
305	Mercer Global Advisors Denver, Colorado	$81.4M	-$654K	18	0.23%	Reduced
306	ZWJ Investment Counsel Atlanta, Georgia	$81M	-$882K	4	3.69%	Reduced
307	Mutual of America Capital Management New York	$80.8M	-$624K	21	0.87%	Reduced
308	Polar Asset Management Partners Toronto, Ontario, Canada	$79.9M	+$958K	7	1.36%	Increased
309	PC Port Capital Chicago, Illinois	$79.8M	+$9.31M	2	4%	Increased
310	MCI McDonald Capital Investors Orinda, California	$79.4M	-$1.45M	1	4.97%	Reduced
311	Segall Bryant & Hamill Chicago, Illinois	$79.1M	+$1.53M	5	1.48%	Increased
312	MVIP Mar Vista Investment Partners Los Angeles, California	$78.6M	-$3.4M	2	3.43%	Reduced
313	PWLP Prio Wealth Limited Partnership Boston, Massachusetts	$78.5M	+$11.9M	7	2.27%	Increased
314	Baupost Group Boston, Massachusetts	$77.9M	-$31.3M	1	2.13%	Reduced
315	Fuller & Thaler Asset Management San Mateo, California	$77.9M	+$842K	3	0.34%	Increased
316	Lazard Frères Gestion Paris, France	$77.6M	+$140K	1	1.92%	Increased
317	CGA Crescent Grove Advisors Lake Forest, Illinois	$77.4M	+$5.51M	2	8.07%	Increased
318	CIBC Asset Management Toronto, Ontario, Canada	$77.4M	-$13.8M	11	0.27%	Reduced
319	HRT Financial New York	$77.4M	+$39M	12	0.48%	Increased
320	Nissay Asset Management Tokyo, Japan	$77.2M	-$13.3M	11	0.53%	Reduced
321	Zacks Investment Management Chicago, Illinois	$77.1M	+$9.65M	11	0.82%	Increased
322	Pinnacle Associates New York	$75.8M	-$847K	11	1.19%	Reduced
323	Martingale Asset Management Boston, Massachusetts	$75M	+$1.88M	18	1.5%	Increased
324	ZP Zimmer Partners New York	$74.7M	+$23M	5	1.6%	Increased
325	Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada	$73.6M	+$52.6M	10	0.25%	Increased