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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
176	First Manhattan New York	$116M	-$155K	22	0.68%	Reduced
177	Boston Trust Walden Boston, Massachusetts	$114M	-$21.8M	5	1.77%	Reduced
178	Gotham Asset Management New York	$113M	+$39.1M	10	1.12%	Increased
179	Nomura Holdings Tokyo, Japan	$113M	+$90.1M	11	0.31%	Increased
180	Riverbridge Partners Minneapolis, Minnesota	$110M	-$14M	2	2.15%	Reduced
181	W.H. Reaves & Co Jersey City, New Jersey	$109M	-$7.15M	3	3.94%	Reduced
182	Canada Life Winnipeg, Manitoba, Canada	$109M	+$913K	24	0.37%	Increased
183	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$108M	-$5.54M	16	0.64%	Reduced
184	NM Naya Management London, United Kingdom	$108M	+$6M	1	9.01%	Increased
185	OCM Osterweis Capital Management San Francisco, California	$107M	-$1.3M	2	3.29%	Reduced
186	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$106M	-$21.2M	3	2.82%	Reduced
187	1919 Investment Counsel Baltimore, Maryland	$106M	-$851K	13	2.18%	Reduced
188	Nuveen Charlotte, North Carolina	$103M	-$11.8M	11	0.64%	Reduced
189	BNP Paribas Financial Markets Paris, France	$103M	+$50.1M	30	0.09%	Increased
190	Frontier Capital Management Boston, Massachusetts	$103M	-$1.57M	3	0.83%	Reduced
191	Teacher Retirement System of Texas Austin, Texas	$103M	-$1.19M	22	0.85%	Reduced
192	State of Tennessee, Department of Treasury Nashville, Tennessee	$100M	+$16.3M	13	0.57%	Increased
193	SC Stralem & Co New York	$98.9M	-$14.2M	1	3.97%	Reduced
194	CB Chemical Bank Detroit, Michigan	$98.4M	-$12.7M	5	17.08%	Reduced
195	Panagora Asset Management Boston, Massachusetts	$97.7M	-$99.4M	20	0.47%	Reduced
196	PGGM Investments Zeist, Netherlands	$96.7M	-$22.5M	4	0.46%	Reduced
197	MCI McDonald Capital Investors Orinda, California	$95.5M	-$1.72M	1	11.4%	Reduced
198	MLICM Metropolitan Life Insurance Company (MetLife) New York	$95.2M	-$6.58M	25	0.69%	Reduced
199	QS Investors New York	$94.6M	+$9.24M	10	2.54%	Increased
200	Two Sigma Investments New York	$93.4M	-$87.5M	12	0.42%	Reduced