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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	NFA Nationwide Fund Advisors Columbus, Ohio	$132M	-$5.62M	33	0.53%	Reduced
177	SIG Senator Investment Group New York	$132M	-$53M	2	1.49%	Reduced
178	MCI McDonald Capital Investors Orinda, California	$131M	-$1.06M	2	11.46%	Reduced
179	LM Luminus Management Houston, Texas	$131M	+$20.5M	3	2.74%	Increased
180	Waddell & Reed Financial Overland Park, Kansas	$131M	+$5.65M	2	0.29%	Increased
181	ABC Anchor Bolt Capital Chicago, Illinois	$130M	+$67.6M	2	5.09%	Increased
182	SC Sasco Capital Fairfield, Connecticut	$130M	-$6.03M	1	3.67%	Reduced
183	Sculptor Capital New York	$130M	-$13.5M	1	0.69%	Reduced
184	Westfield Capital Management Boston, Massachusetts	$129M	-$29.1M	1	1.1%	Reduced
185	Brookfield Corp Toronto, Ontario, Canada	$126M	+$15.4M	2	0.64%	Increased
186	Sarasin & Partners London, United Kingdom	$125M	-$3.51M	1	2.45%	Reduced
187	Cohen & Steers New York	$125M	+$7.36M	2	0.33%	Increased
188	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$124M	+$4.27M	7	1.48%	Increased
189	BNP Paribas Asset Management Paris, France	$124M	+$2.31M	10	1.09%	Increased
190	Silvercrest Asset Management New York	$122M	-$3.47M	7	1.31%	Reduced
191	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$122M	+$11.6M	4	0.72%	Increased
192	ACM Argent Capital Management St Louis, Missouri	$120M	-$6.14M	2	4.8%	Reduced
193	AMF Tjänstepension Stockholm, Sweden	$116M	$0	3	1.33%	Maintained
194	ACI AMP Capital Investors Sydney, Australia	$113M	-$9.98M	12	0.67%	Reduced
195	Comerica Bank Dallas, Texas	$113M	+$3.02M	19	0.85%	Increased
196	Aviva London, United Kingdom	$112M	+$620K	8	0.63%	Increased
197	Kayne Anderson Rudnick Investment Management Los Angeles, California	$112M	+$718K	3	1.12%	Increased
198	IAMA Impax Asset Management (AIFM) London, United Kingdom	$112M	+$2.16M	8	34.9%	Increased
199	Duff & Phelps Investment Management Chicago, Illinois	$112M	+$11.5M	4	1.61%	Increased
200	Vaughan Nelson Investment Management Houston, Texas	$111M	-$3.13M	2	1.32%	Reduced