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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	Point72 Asset Management Stamford, Connecticut	$206M	+$48.7M	7	0.86%	Increased
152	SP SCF Partners Houston, Texas	$204M	$0	1	31.37%	Maintained
153	Aperio Group Sausalito, California	$204M	+$1.23M	21	1.02%	Increased
154	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$203M	-$12.7M	4	3.32%	Reduced
155	USAA United Services Automobile Association San Antonio, Texas	$201M	-$1.57M	18	0.54%	Reduced
156	D.E. Shaw & Co New York	$200M	+$83.3M	23	0.27%	Increased
157	Fidelity International Hamilton, Bermuda	$192M	-$54.4M	5	0.53%	Reduced
158	KeyBank National Association Cleveland, Ohio	$188M	-$406K	10	1.11%	Reduced
159	MVIP Mar Vista Investment Partners Los Angeles, California	$182M	-$9.83M	2	7.24%	Reduced
160	Kornitzer Capital Management Shawnee Mission, Kansas	$182M	+$1.69M	5	3.11%	Increased
161	Williams Jones & Associates New York	$179M	+$26.2M	5	4.14%	Increased
162	William Blair & Company Chicago, Illinois	$179M	-$14.6M	12	1.26%	Reduced
163	Zurich Cantonal Bank Zurich, Switzerland	$178M	-$10.9M	24	1.62%	Reduced
164	EARNEST Partners Atlanta, Georgia	$178M	+$1.67M	12	1.69%	Increased
165	Arrowstreet Capital Boston, Massachusetts	$171M	+$118M	6	0.39%	Increased
166	Retirement Systems of Alabama Montgomery, Alabama	$171M	-$24.2M	8	0.85%	Reduced
167	DZ Bank Frankfurt Am Main, Germany	$168M	-$3.58M	10	0.65%	Reduced
168	WAM Water Asset Management New York	$166M	+$2.74M	11	73.31%	Increased
169	Marshall Wace North America New York	$162M	+$44.2M	8	0.81%	Increased
170	Sterling Capital Management Charlotte, North Carolina	$162M	+$2.58M	7	1.53%	Increased
171	CI Investments Inc Toronto, Ontario, Canada	$162M	-$21.1M	3	1.86%	Reduced
172	Holocene Advisors New York	$162M	+$1.83M	7	3.65%	Increased
173	British Columbia Investment Management Victoria, British Columbia, Canada	$158M	-$12.1M	7	1.21%	Reduced
174	BNP Paribas Financial Markets Paris, France	$155M	+$20.2M	37	0.29%	Increased
175	Prudential plc London, England, United Kingdom	$155M	+$11M	3	0.48%	Increased