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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
326	Bowen Hanes & Co Ponte Vedra Beach, Florida	$64.2M	-$731K	4	2.21%	Reduced
327	ZWJ Investment Counsel Atlanta, Georgia	$63.2M	-$7.24M	4	3.49%	Reduced
328	Birch Hill Investment Advisors Boston, Massachusetts	$62.9M	+$2.39M	5	3.91%	Increased
329	State of Michigan Retirement System Lansing, Michigan	$61.9M	+$2.6M	12	0.41%	Increased
330	ClearBridge Investments (Australia) Sydney, Australia	$61.5M	-$30.2M	1	1.94%	Reduced
331	MCI McDonald Capital Investors Orinda, California	$59.9M	-$1.13M	1	4.56%	Reduced
332	PGH Partners Group Holding Baar-Zug, Switzerland	$59.2M	-$9.49M	1	4.78%	Reduced
333	United Capital Financial Advisors Irving, Texas	$59M	-$1.84M	9	0.33%	Reduced
334	SFG StrategIQ Financial Group Merrillville, Indiana	$58.2M	-$48.7M	3	6.72%	Reduced
335	Teachers Retirement System of the State of Kentucky Frankfort, Kentucky	$58.2M	+$1.84M	21	0.58%	Increased
336	Gotham Asset Management New York	$57.4M	+$24.1M	17	1.39%	Increased
337	NEI Northwest & Ethical Investments Toronto, Ontario, Canada	$55.8M	-$323K	3	1.85%	Reduced
338	Great Lakes Advisors Chicago, Illinois	$55.4M	+$20M	11	0.5%	Increased
339	Kennedy Capital Management St Louis, Missouri	$54.9M	+$1.85M	14	1.61%	Increased
340	MD Money Design Tokyo, Japan	$54.9M	+$994K	4	3.24%	Increased
341	Nicholas Company Milwaukee, Wisconsin	$54.1M	+$225K	4	1.1%	Increased
342	Holocene Advisors New York	$53.8M	+$27M	7	0.26%	Increased
343	MVIP Mar Vista Investment Partners Los Angeles, California	$53.7M	-$641K	1	2.39%	Reduced
344	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$52.1M	+$3.74M	9	2.58%	Increased
345	Nissay Asset Management Tokyo, Japan	$51.9M	-$65.8M	10	0.46%	Reduced
346	DS Dudley & Shanley Palm Beach, Florida	$51.8M	+$30.9M	5	9.94%	Increased
347	CCM Compass Capital Management Minneapolis, Minnesota	$51.6M	-$43.2M	1	3.95%	Reduced
348	SC Sasco Capital Fairfield, Connecticut	$50.7M	-$2.15M	2	6.24%	Reduced
349	TCW Group Los Angeles, California	$50.6M	+$3.71M	2	0.65%	Increased
350	Factory Mutual Insurance Waltham, Massachusetts	$50.5M	-$312K	2	0.79%	Reduced