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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	Homestead Advisers Arlington, Virginia	$182M	$0	2	3.54%	Maintained
152	Congress Asset Management Boston, Massachusetts	$181M	-$4.63M	4	2.72%	Reduced
153	Zurich Cantonal Bank Zurich, Switzerland	$177M	+$7M	25	1.78%	Increased
154	USS Investment Management London, United Kingdom	$175M	$0	1	2.15%	Maintained
155	KeyBank National Association Cleveland, Ohio	$173M	+$145K	8	1.13%	Increased
156	LM Luminus Management Houston, Texas	$172M	+$111M	5	3.47%	Increased
157	Cohen & Steers New York	$170M	+$4.07M	3	0.54%	Increased
158	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$170M	$0	1	44.74%	Maintained
159	ACM Atlanta Capital Management Atlanta, Georgia	$168M	-$372K	2	0.93%	Reduced
160	Robeco Schweiz Zurich, Switzerland	$165M	+$12.8M	9	7.65%	Increased
161	Williams Jones & Associates New York	$164M	-$35.3M	6	4.45%	Reduced
162	BP Berkshire Partners Boston, Massachusetts	$164M	$0	1	19.51%	Maintained
163	EARNEST Partners Atlanta, Georgia	$164M	-$3.85M	12	1.78%	Reduced
164	DekaBank Deutsche Girozentrale Frankfurt, Germany	$162M	+$8.57M	11	1.07%	Increased
165	Sarasin & Partners London, United Kingdom	$162M	-$11.1M	1	3.51%	Reduced
166	Baird Financial Group Milwaukee, Wisconsin	$160M	+$12M	12	1.08%	Increased
167	Magellan Asset Management Sydney, Australia	$159M	+$5.19M	5	0.59%	Increased
168	Retirement Systems of Alabama Montgomery, Alabama	$158M	+$11.4M	8	0.87%	Increased
169	Comgest Global Investors Paris, France	$157M	-$11.9M	1	3.88%	Reduced
170	Loomis, Sayles & Company Boston, Massachusetts	$155M	-$15.5M	5	0.37%	Reduced
171	USAA United Services Automobile Association San Antonio, Texas	$153M	+$3.92M	18	0.44%	Increased
172	CIBC World Markets New York	$152M	+$38.9M	7	1.41%	Increased
173	Royal London Asset Management United Kingdom	$149M	+$94.7M	8	1.31%	Increased
174	Glenmede Trust Philadelphia, Pennsylvania	$147M	+$33.3M	23	0.72%	Increased
175	SCCM Schafer Cullen Capital Management New York	$145M	+$26.4M	1	2.23%	Increased