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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	OA Omega Advisors New York	$112M	-$19.9M	1	2.98%	Reduced
177	KeyBank National Association Cleveland, Ohio	$111M	+$3.38M	13	0.73%	Increased
178	Ninety One (UK) London, United Kingdom	$111M	+$101M	2	0.6%	Increased
179	Aberdeen Asset Management Aberdeen, United Kingdom	$110M	+$108K	7	0.4%	Increased
180	ACI AMP Capital Investors Sydney, Australia	$109M	+$7.88M	12	0.73%	Increased
181	W.H. Reaves & Co Jersey City, New Jersey	$109M	-$31.7M	2	3.91%	Reduced
182	Teacher Retirement System of Texas Austin, Texas	$109M	-$12.8M	24	0.74%	Reduced
183	State of New Jersey Common Pension Fund D Trenton, New Jersey	$109M	+$18.1M	10	0.49%	Increased
184	AT Alliance Trust Dundee, Scotland, United Kingdom	$107M	-$2.14M	2	5.16%	Reduced
185	Robeco Schweiz Zurich, Switzerland	$107M	-$51.3M	9	10.29%	Reduced
186	William Blair & Company Chicago, Illinois	$106M	-$1.66M	5	0.99%	Reduced
187	1WCM 12 West Capital Management New York	$106M	+$5.65M	1	14.67%	Increased
188	Elliott Management New York	$105M	$0	1	1.1%	Maintained
189	Public Employees Retirement Association of Colorado Denver, Colorado	$104M	+$17M	19	0.86%	Increased
190	ACM Atlanta Capital Management Atlanta, Georgia	$104M	-$2.25M	2	0.74%	Reduced
191	AMF Tjänstepension Stockholm, Sweden	$104M	+$2.59M	3	1.36%	Increased
192	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$103M	+$3.91M	7	1.06%	Increased
193	Beck Mack & Oliver New York	$102M	-$3.38M	1	3.54%	Reduced
194	KBC Group Brussels, Belgium	$101M	+$5.41M	29	1.68%	Increased
195	USAA United Services Automobile Association San Antonio, Texas	$101M	+$5.83M	7	0.36%	Increased
196	MCI McDonald Capital Investors Orinda, California	$99.6M	+$1.36M	1	10.29%	Increased
197	Perkins Investment Management Chicago, Illinois	$99.2M	+$40.5M	3	1.49%	Increased
198	IAMA Impax Asset Management (AIFM) London, United Kingdom	$98.1M	-$6.25M	8	30.79%	Reduced
199	Kovitz Investment Group Partners Chicago, Illinois	$97.3M	+$88.2M	2	5.75%	New
200	Stockbridge Partners Boston, Massachusetts	$96.3M	+$21.3M	1	5.12%	Increased