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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	DZ Bank Frankfurt Am Main, Germany	$171M	+$7.08M	5	0.66%	Increased
177	TimesSquare Capital Management New York	$167M	-$33.4M	3	1.09%	Reduced
178	WAM Water Asset Management New York	$165M	-$6.28M	14	79.01%	Reduced
179	Sterling Capital Management Charlotte, North Carolina	$163M	+$7.68M	6	1.48%	Increased
180	Prudential plc London, England, United Kingdom	$163M	+$5.37M	6	0.5%	Increased
181	Cohen & Steers New York	$162M	-$5.39M	3	0.45%	Reduced
182	Comerica Bank Dallas, Texas	$160M	-$3M	20	1.07%	Reduced
183	SCCM Schafer Cullen Capital Management New York	$159M	-$4.06M	2	1.85%	Reduced
184	Teacher Retirement System of Texas Austin, Texas	$159M	-$42.5M	22	1.06%	Reduced
185	Williams Jones & Associates New York	$156M	+$2.51M	5	3.55%	Increased
186	1832 Asset Management Toronto, Ontario, Canada	$153M	+$96.6M	8	0.5%	Increased
187	PGGM Investments Zeist, Netherlands	$151M	-$69.8M	4	0.85%	Reduced
188	ACI AMP Capital Investors Sydney, Australia	$151M	-$5.4M	13	0.81%	Reduced
189	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$150M	+$18.6M	1	17.12%	Increased
190	PCM Palestra Capital Management New York	$147M	+$45.5M	1	8.25%	Increased
191	ACM Atlanta Capital Management Atlanta, Georgia	$146M	-$6.68M	2	0.77%	Reduced
192	John W. Bristol & Co New York	$145M	-$6.8M	2	4.1%	Reduced
193	First Manhattan New York	$143M	-$867K	22	0.78%	Reduced
194	BNP Paribas Financial Markets Paris, France	$142M	-$201M	37	0.25%	Reduced
195	Covington Capital Management Los Angeles, California	$140M	+$1.94M	11	8.66%	Increased
196	Rothschild & Co Asset Management US Stamford, Connecticut	$140M	+$44.4M	4	1.47%	Increased
197	Haverford Trust Company Radnor, Pennsylvania	$140M	+$220K	4	2.74%	Increased
198	BNP Paribas Asset Management Paris, France	$138M	+$4.06M	9	1.18%	Increased
199	WCMNY Westchester Capital Management (New York) Valhalla, New York	$138M	+$26M	1	5.4%	Increased
200	AEGON Asset Management (UK) Edinburgh, United Kingdom	$137M	+$18.1M	4	3.47%	Increased