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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$172M	+$11.9M	12	1.02%	Increased
177	Baird Financial Group Milwaukee, Wisconsin	$172M	+$7.42M	13	1.08%	Increased
178	Retirement Systems of Alabama Montgomery, Alabama	$168M	-$2.97M	8	0.79%	Reduced
179	Aviva London, United Kingdom	$165M	+$8.31M	8	0.9%	Increased
180	John W. Bristol & Co New York	$164M	-$1.84M	2	4.33%	Reduced
181	Cohen & Steers New York	$161M	-$1.99M	3	0.47%	Reduced
182	Treasurer of the State of North Carolina Raleigh, North Carolina	$157M	+$53.8M	9	0.99%	Increased
183	Kayne Anderson Rudnick Investment Management Los Angeles, California	$154M	-$353K	3	0.9%	Reduced
184	PAR Capital Management Boston, Massachusetts	$154M	$0	2	1.76%	Maintained
185	Channing Capital Management Chicago, Illinois	$152M	-$1.02M	2	5.48%	Reduced
186	ACI AMP Capital Investors Sydney, Australia	$151M	+$178K	13	0.82%	Increased
187	Fiera Capital (Canada) Montreal, Quebec, Canada	$150M	-$10.4M	4	0.6%	Reduced
188	Magellan Asset Management Sydney, Australia	$150M	+$14M	5	0.49%	Increased
189	SCCM Schafer Cullen Capital Management New York	$144M	-$1.53M	1	1.88%	Reduced
190	JP Morgan Private Wealth Advisors San Francisco, California	$144M	+$2.71M	15	0.7%	Increased
191	Teacher Retirement System of Texas Austin, Texas	$142M	-$22M	18	0.99%	Reduced
192	Glenmede Trust Philadelphia, Pennsylvania	$142M	+$8.13M	13	0.57%	Increased
193	Haverford Trust Company Radnor, Pennsylvania	$142M	+$1.47M	4	2.62%	Increased
194	Davenport & Co Richmond, Virginia	$141M	+$12.9M	3	1.64%	Increased
195	Confluence Investment Management St. Louis, Missouri	$141M	-$619K	2	2.41%	Reduced
196	Alyeska Investment Group Chicago, Illinois	$140M	+$16.9M	1	1.53%	Increased
197	Segall Bryant & Hamill Chicago, Illinois	$139M	-$9.63M	10	2.05%	Reduced
198	MCI McDonald Capital Investors Orinda, California	$139M	-$9.88M	2	11.52%	Reduced
199	Fred Alger Management New York	$138M	+$19.9M	5	0.52%	Increased
200	British Columbia Investment Management Victoria, British Columbia, Canada	$137M	-$30.6M	8	1.45%	Reduced