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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
126	GAMCO Investors Greenwich, Connecticut	$366M	-$11M	18	3.51%	Reduced
127	New York State Common Retirement Fund Albany, New York	$365M	-$84.6M	36	0.49%	Reduced
128	VOYA Investment Management Atlanta, Georgia	$364M	-$120M	25	0.36%	Reduced
129	Sands Capital Management Arlington, Virginia	$363M	-$35.7M	2	1.1%	Reduced
130	Cerity Partners New York	$360M	+$15M	26	0.53%	Increased
131	CIBC Private Wealth Group Atlanta, Georgia	$358M	-$10.5M	34	0.6%	Reduced
132	Nomura Asset Management Tokyo, Japan	$353M	-$25.6M	17	0.89%	Reduced
133	Natixis Advisors Boston, Massachusetts	$348M	-$36.9M	20	0.49%	Reduced
134	Gabelli Funds Rye, New York	$336M	-$14.7M	27	2.28%	Reduced
135	Eurizon Capital SGR SpA Milan,	$332M	+$328M	13	1.03%	New
136	Two Sigma Investments New York	$330M	+$27.5M	28	0.47%	Increased
137	Gotham Asset Management New York	$329M	+$68M	20	1.2%	Increased
138	Orbis Allan Gray Hamilton, Bermuda	$324M	+$33.6M	1	1.36%	Increased
139	Candriam SCA Strassen, Luxembourg, Luxembourg	$320M	-$921K	14	1.59%	Reduced
140	Williams Jones Wealth Management New York	$316M	-$29.5M	9	3.58%	Reduced
141	Focus Partners Wealth Boston, Massachusetts	$316M	+$123M	22	0.36%	Increased
142	ABN AMRO Bank Amsterdam, Netherlands	$314M	+$5.22M	6	2.95%	Increased
143	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$301M	+$84.8M	2	1%	Increased
144	Holocene Advisors New York	$300M	-$108M	13	0.63%	Reduced
145	Adage Capital Partners Boston, Massachusetts	$296M	-$1.73M	12	0.45%	Reduced
146	William Blair & Company Chicago, Illinois	$293M	+$10.6M	18	0.79%	Increased
147	RM Rudius Management New York	$292M	+$8.11M	1	63.32%	Increased
148	Empower Advisory Group Greenwood Village, Colorado	$290M	-$50.1M	5	0.78%	Reduced
149	TD Asset Management Toronto, Ontario, Canada	$287M	+$24.5M	13	0.23%	Increased
150	National Bank of Canada Montreal, Quebec, Canada	$284M	+$69.6M	21	0.26%	Increased