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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
151	Bessemer Group Woodbridge, New Jersey	$136M	-$14.5M	18	0.78%	Reduced
152	Sterling Capital Management Charlotte, North Carolina	$135M	+$16.2M	9	1.21%	Increased
153	EARNEST Partners Atlanta, Georgia	$135M	-$5.29M	3	1.33%	Reduced
154	Westfield Capital Management Boston, Massachusetts	$134M	-$14.6M	2	0.95%	Reduced
155	Victory Capital Management San Antonio, Texas	$133M	+$52.8M	18	0.55%	Increased
156	WAM Water Asset Management New York	$128M	+$1.99M	12	73.62%	Increased
157	Zurich Cantonal Bank Zurich, Switzerland	$126M	+$2.85M	21	1.78%	Increased
158	Miller Howard Investments Kingston, New York	$126M	-$5.91M	6	2.08%	Reduced
159	1WCM 12 West Capital Management New York	$124M	$0	1	18.03%	Maintained
160	NFA Nationwide Fund Advisors Columbus, Ohio	$123M	-$9.62M	27	0.55%	Reduced
161	AT Alliance Trust Dundee, Scotland, United Kingdom	$123M	+$127M	2	5.78%	New
162	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$123M	-$50.3M	5	1.13%	Reduced
163	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$121M	-$3.83M	16	0.77%	Reduced
164	W.H. Reaves & Co Jersey City, New Jersey	$121M	-$7.39M	2	4.71%	Reduced
165	First Manhattan New York	$118M	-$958K	22	0.76%	Reduced
166	Retirement Systems of Alabama Montgomery, Alabama	$118M	+$22.4M	8	0.71%	Increased
167	HCM Holland Capital Management Chicago, Illinois	$117M	-$7.82M	2	3.05%	Reduced
168	OA Omega Advisors New York	$116M	+$19M	1	2.34%	Increased
169	AGM Alpine Global Management New York	$115M	+$122M	1	33.99%	Increased
170	State of Wisconsin Investment Board Madison, Wisconsin	$115M	-$22.2M	11	0.44%	Reduced
171	Public Employees Retirement Association of Colorado Denver, Colorado	$115M	-$3.94M	19	1.01%	Reduced
172	John W. Bristol & Co New York	$115M	-$18.6M	2	3.06%	Reduced
173	SCA Salient Capital Advisors Houston, Texas	$110M	+$9.68M	2	2.69%	Increased
174	WCMNY Westchester Capital Management (New York) Valhalla, New York	$110M	+$3.46M	1	1.77%	Increased
175	Eaton Vance Management Boston, Massachusetts	$110M	-$46.8M	5	0.34%	Reduced