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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	Energy Income Partners Westport, Connecticut	$119M	+$4.26M	3	2.19%	Increased
177	Nuveen Charlotte, North Carolina	$119M	+$8.39M	11	0.64%	Increased
178	OA Omega Advisors New York	$118M	+$22.6M	1	1.89%	Increased
179	First Manhattan New York	$118M	-$17M	22	0.7%	Reduced
180	AC Alleghany Corporation New York	$116M	$0	1	3.98%	Maintained
181	NIM NXG Investment Management Dallas, Texas	$114M	+$9.64M	4	3.01%	Increased
182	Atalanta Sosnoff Capital New York	$114M	+$35.3M	1	3.12%	Increased
183	W.H. Reaves & Co Jersey City, New Jersey	$114M	+$4.87M	2	4.07%	Increased
184	PGGM Investments Zeist, Netherlands	$113M	+$25.7M	5	0.59%	Increased
185	Retirement Systems of Alabama Montgomery, Alabama	$110M	-$1.28M	8	0.6%	Reduced
186	TCW Group Los Angeles, California	$110M	-$19.9M	6	0.71%	Reduced
187	Canada Life Winnipeg, Manitoba, Canada	$109M	-$7.38M	24	0.38%	Reduced
188	Thrivent Financial for Lutherans Minneapolis, Minnesota	$109M	+$4.23M	11	0.6%	Increased
189	Citigroup New York	$105M	+$12.7M	38	0.09%	Increased
190	Credit Agricole Montrouge Cedex, France	$105M	-$36.1M	11	0.49%	Reduced
191	Raymond James & Associates St Petersburg, Florida	$104M	+$8.26M	15	0.4%	Increased
192	NM Naya Management London, United Kingdom	$104M	-$5.95M	1	6.83%	Reduced
193	BNP Paribas Asset Management Paris, France	$103M	-$15.4M	10	0.84%	Reduced
194	MCI McDonald Capital Investors Orinda, California	$102M	+$877K	1	9.96%	Increased
195	Janus Henderson Group London,	$101M	-$2.87M	7	0.8%	Reduced
196	Aberdeen Asset Management Aberdeen, United Kingdom	$101M	-$10M	7	0.29%	Reduced
197	Two Sigma Investments New York	$99.7M	-$48.1M	11	0.47%	Reduced
198	British Columbia Investment Management Victoria, British Columbia, Canada	$99.4M	+$912K	11	0.95%	Increased
199	DePrince Race & Zollo Inc (DRZ) Winter Park, Florida	$98.3M	+$16.1M	3	1.44%	Increased
200	Riverbridge Partners Minneapolis, Minnesota	$97.7M	-$21.5M	2	1.84%	Reduced