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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	ACM Atlanta Capital Management Atlanta, Georgia	$155M	-$197K	2	0.8%	Reduced
177	AEGON Asset Management (UK) Edinburgh, United Kingdom	$154M	+$6.63M	3	3.96%	Increased
178	SSM Sound Shore Management Greenwich, Connecticut	$153M	-$20M	1	2.47%	Reduced
179	Teacher Retirement System of Texas Austin, Texas	$152M	+$11.2M	19	1.02%	Increased
180	Cohen & Steers New York	$151M	+$4.87M	3	0.46%	Increased
181	John W. Bristol & Co New York	$150M	-$2.2M	2	4.27%	Reduced
182	Sarasin & Partners London, United Kingdom	$150M	+$18.8M	1	2.93%	Increased
183	Aviva London, United Kingdom	$149M	-$13.2M	8	0.91%	Reduced
184	Comerica Bank Dallas, Texas	$147M	-$3.69M	21	1.05%	Reduced
185	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$144M	+$16.2M	9	0.32%	Increased
186	SCCM Schafer Cullen Capital Management New York	$144M	+$630K	2	1.73%	Increased
187	1832 Asset Management Toronto, Ontario, Canada	$143M	+$1.51M	6	0.53%	Increased
188	SEI Investments Oaks, Pennsylvania	$143M	-$20.5M	32	0.55%	Reduced
189	Confluence Investment Management St. Louis, Missouri	$141M	+$45.8M	2	2.6%	Increased
190	PointState Capital New York	$140M	-$39.7M	1	1.53%	Reduced
191	Marshall Wace Asia Central, Hong Kong	$140M	+$23M	1	4.31%	Increased
192	Haverford Trust Company Radnor, Pennsylvania	$138M	+$15.1M	4	2.77%	Increased
193	ACI AMP Capital Investors Sydney, Australia	$136M	-$3.89M	13	0.77%	Reduced
194	Channing Capital Management Chicago, Illinois	$136M	+$1.53M	2	4.78%	Increased
195	PCM Palestra Capital Management New York	$136M	+$5M	1	7.55%	Increased
196	BP Berkshire Partners Boston, Massachusetts	$136M	$0	1	14.53%	Maintained
197	DekaBank Deutsche Girozentrale Frankfurt, Germany	$136M	+$47.5M	8	0.93%	Increased
198	MCI McDonald Capital Investors Orinda, California	$136M	+$329K	2	11%	Increased
199	Kayne Anderson Rudnick Investment Management Los Angeles, California	$136M	+$112K	3	1.01%	Increased
200	State of Tennessee, Department of Treasury Nashville, Tennessee	$135M	+$4.99M	16	0.69%	Increased