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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	SC Sasco Capital Fairfield, Connecticut	$144M	-$75.6M	1	3.52%	Reduced
152	FC Fairpointe Capital Chicago, Illinois	$143M	-$11.3M	1	2.58%	Reduced
153	EARNEST Partners Atlanta, Georgia	$137M	-$5.46M	3	1.4%	Reduced
154	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$136M	-$2.52M	15	0.83%	Reduced
155	OA Omega Advisors New York	$135M	-$5.28M	1	2.95%	Reduced
156	Susquehanna International Group Bala Cynwyd, Pennsylvania	$134M	-$802M	25	0.06%	Reduced
157	Thrivent Financial for Lutherans Minneapolis, Minnesota	$131M	+$37.8M	18	0.63%	Increased
158	WCMNY Westchester Capital Management (New York) Valhalla, New York	$131M	-$2.93M	1	2.31%	Reduced
159	Nuveen Charlotte, North Carolina	$130M	+$5.61M	12	0.67%	Increased
160	HCM Holland Capital Management Chicago, Illinois	$129M	-$4.36M	2	3.33%	Reduced
161	Brookfield Corp Toronto, Ontario, Canada	$129M	-$148M	1	0.71%	Reduced
162	AC Alleghany Corporation New York	$128M	$0	1	4.52%	Maintained
163	British Columbia Investment Management Victoria, British Columbia, Canada	$126M	+$8.69M	10	1.21%	Increased
164	NFA Nationwide Fund Advisors Columbus, Ohio	$125M	-$14.5M	27	0.54%	Reduced
165	First Manhattan New York	$125M	-$1.45M	23	0.77%	Reduced
166	W.H. Reaves & Co Jersey City, New Jersey	$124M	-$6.82M	2	4.98%	Reduced
167	Credit Agricole Montrouge Cedex, France	$123M	+$7.64M	13	0.57%	Increased
168	QS Investors New York	$121M	+$15.9M	22	1.17%	Increased
169	Teacher Retirement System of Texas Austin, Texas	$121M	+$19.6M	24	0.88%	Increased
170	Zurich Cantonal Bank Zurich, Switzerland	$120M	-$16M	23	1.52%	Reduced
171	Retirement Systems of Alabama Montgomery, Alabama	$120M	-$11M	7	0.71%	Reduced
172	Canada Life Winnipeg, Manitoba, Canada	$119M	+$823K	23	0.46%	Increased
173	Eaton Vance Management Boston, Massachusetts	$119M	+$954K	5	0.35%	Increased
174	CI Global Investments Oakland, California	$118M	-$93.1M	2	2.57%	Reduced
175	AT Alliance Trust Dundee, Scotland, United Kingdom	$113M	-$23.6M	2	5.28%	Reduced