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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	Nuveen Charlotte, North Carolina	$108M	-$4.51M	11	0.61%	Reduced
177	Stockbridge Partners Boston, Massachusetts	$106M	+$23.3M	1	6.02%	Increased
178	AC Alleghany Corporation New York	$106M	$0	1	3.77%	Maintained
179	British Columbia Investment Management Victoria, British Columbia, Canada	$106M	+$17.8M	11	1.08%	Increased
180	Beck Mack & Oliver New York	$105M	-$4.6M	2	3.17%	Reduced
181	Canada Life Winnipeg, Manitoba, Canada	$105M	+$6.71M	23	0.41%	Increased
182	Credit Agricole Montrouge Cedex, France	$103M	+$14.5M	11	0.51%	Increased
183	William Blair & Company Chicago, Illinois	$102M	-$12.8M	9	0.88%	Reduced
184	OCM Osterweis Capital Management San Francisco, California	$101M	-$2.16M	2	4.59%	Reduced
185	Point72 Asset Management Stamford, Connecticut	$101M	-$5.11M	7	0.79%	Reduced
186	PGGM Investments Zeist, Netherlands	$101M	-$274K	5	0.55%	Reduced
187	QS Investors New York	$99.7M	-$7.16M	15	1.04%	Reduced
188	MCI McDonald Capital Investors Orinda, California	$97.4M	-$1.39M	1	10.47%	Reduced
189	ACM Atlanta Capital Management Atlanta, Georgia	$96.8M	+$12.1M	2	0.73%	Increased
190	KeyBank National Association Cleveland, Ohio	$96.7M	+$12M	11	0.68%	Increased
191	City National Bank Beverly Hills, Delaware	$93.9M	+$3.33M	5	0.81%	Increased
192	Raymond James & Associates St Petersburg, Florida	$93.4M	+$3.81M	13	0.38%	Increased
193	Janus Henderson Group London,	$93.2M	+$3.49M	7	0.82%	Increased
194	TCW Group Los Angeles, California	$93M	+$10.2M	7	0.67%	Increased
195	Segall Bryant & Hamill Chicago, Illinois	$92.9M	+$5.25M	9	2.26%	Increased
196	NIM NXG Investment Management Dallas, Texas	$92.8M	+$14.7M	5	3.53%	Increased
197	Riverbridge Partners Minneapolis, Minnesota	$92.7M	+$1.81M	2	1.91%	Increased
198	RHBC R.H. Bluestein & Co Birmingham, Michigan	$92.6M	+$3.94M	8	6.59%	Increased
199	BNP Paribas Asset Management Paris, France	$92M	-$6.99M	10	0.81%	Reduced
200	CC Capital Counsel New York	$91.8M	+$2.13M	1	4.79%	Increased