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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	Harding Loevner Bridgewater, New Jersey	$164M	-$11.4M	2	0.64%	Reduced
177	John W. Bristol & Co New York	$163M	-$453K	3	3.34%	Reduced
178	Douglass Winthrop Advisors New York	$161M	+$10.6M	6	4.33%	Increased
179	Duff & Phelps Investment Management Chicago, Illinois	$161M	+$5.28M	3	2.2%	Increased
180	State of New Jersey Common Pension Fund D Trenton, New Jersey	$158M	-$17.8M	16	0.56%	Reduced
181	Covington Capital Management Los Angeles, California	$158M	+$2.15M	12	6.78%	Increased
182	Beck Mack & Oliver New York	$157M	-$43.4M	2	4.86%	Reduced
183	CIP Champlain Investment Partners Burlington, Vermont	$155M	+$45.8M	1	0.81%	Increased
184	Fiera Capital (Canada) Montreal, Quebec, Canada	$151M	-$53.3M	3	0.44%	Reduced
185	CHAM Clear Harbor Asset Management Stamford, Connecticut	$149M	+$164K	10	19.46%	Increased
186	R.M. Davis Inc Portland, Maine	$149M	-$5.52M	5	4.09%	Reduced
187	Balyasny Asset Management Chicago, Illinois	$146M	+$47.8M	11	0.72%	Increased
188	Comgest Global Investors Paris, France	$146M	+$9.2M	1	2.23%	Increased
189	Marshall Wace North America New York	$145M	-$154M	15	0.6%	Reduced
190	MVIP Mar Vista Investment Partners Los Angeles, California	$145M	+$5.92M	2	3.35%	Increased
191	USS Investment Management London, United Kingdom	$145M	-$2.8M	9	1.25%	Reduced
192	Eventide Asset Management Boston, Massachusetts	$143M	-$41.3M	3	2.12%	Reduced
193	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$143M	+$1.15M	21	0.57%	Increased
194	Erste Asset Management Vienna, Austria	$141M	+$28M	8	3.46%	Increased
195	Asset Management One Tokyo, Japan	$141M	-$10.4M	13	0.56%	Reduced
196	M Mirova Paris, France	$141M	-$17.3M	4	16.85%	Reduced
197	Davenport & Co Richmond, Virginia	$139M	+$55M	7	1.3%	Increased
198	Korea Investment Corp Seoul, South Korea	$138M	-$93M	8	0.44%	Reduced
199	Bessemer Group Woodbridge, New Jersey	$137M	+$6.07M	17	0.33%	Increased
200	Trillium Asset Management Boston, Massachusetts	$137M	+$16.7M	5	4.33%	Increased