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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	MCI McDonald Capital Investors Orinda, California	$125M	+$16.3M	2	11.84%	Increased
177	AT Alliance Trust Dundee, Scotland, United Kingdom	$123M	+$13.4M	2	5.34%	Increased
178	KeyBank National Association Cleveland, Ohio	$122M	+$7.08M	13	0.76%	Increased
179	Teacher Retirement System of Texas Austin, Texas	$119M	-$5.8M	11	0.84%	Reduced
180	Balyasny Asset Management Chicago, Illinois	$119M	+$58.1M	7	0.69%	Increased
181	William Blair & Company Chicago, Illinois	$118M	+$2.97M	8	1.05%	Increased
182	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$117M	+$2.16M	7	1.14%	Increased
183	NFA Nationwide Fund Advisors Columbus, Ohio	$115M	-$2.86M	30	0.48%	Reduced
184	ACM Argent Capital Management St Louis, Missouri	$114M	-$698K	3	4.88%	Reduced
185	British Columbia Investment Management Victoria, British Columbia, Canada	$113M	-$13.9M	7	1.14%	Reduced
186	CI Global Investments Oakland, California	$113M	+$68.9M	2	2.63%	Increased
187	Janus Henderson Group London,	$110M	-$4.42M	7	0.81%	Reduced
188	Aperio Group Sausalito, California	$110M	+$5.42M	21	0.8%	Increased
189	Aviva London, United Kingdom	$110M	+$17.7M	8	0.68%	Increased
190	Soroban Capital Partners New York	$108M	+$97.6M	1	0.66%	New
191	Robeco Schweiz Zurich, Switzerland	$106M	-$12.4M	6	9.21%	Reduced
192	Brandywine Global Investment Management Philadelphia, Pennsylvania	$103M	-$31.8M	8	0.68%	Reduced
193	IAMA Impax Asset Management (AIFM) London, United Kingdom	$103M	-$27.7K	8	30.64%	Reduced
194	SCA Salient Capital Advisors Houston, Texas	$101M	-$3.17M	2	2.04%	Reduced
195	First Manhattan New York	$98.4M	-$37.7M	20	0.6%	Reduced
196	MVIP Mar Vista Investment Partners Los Angeles, California	$98M	+$23.1M	1	4%	Increased
197	SEI Investments Oaks, Pennsylvania	$97.5M	+$22.4M	22	0.5%	Increased
198	1832 Asset Management Toronto, Ontario, Canada	$96.5M	+$29.4M	5	0.36%	Increased
199	SG Americas Securities New York	$96.1M	+$8.2M	26	1.01%	Increased
200	ACM Atlanta Capital Management Atlanta, Georgia	$96M	-$23.9M	1	0.64%	Reduced