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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
201	1832 Asset Management Toronto, Ontario, Canada	$98.7M	+$4.68M	6	0.31%	Increased
202	EdgePoint Investment Group Toronto, Ontario, Canada	$96.6M	+$13.8M	1	2.24%	Increased
203	PIM Platinum Investment Management Sydney Australia 2000, Australia	$96.4M	-$89.8M	1	1.68%	Reduced
204	Baillie Gifford & Co Edinburgh, United Kingdom	$95.6M	$0	4	0.21%	Maintained
205	MCI McDonald Capital Investors Orinda, California	$94.3M	-$116K	1	12.13%	Reduced
206	RIM Rainier Investment Management Seattle, Washington	$92.6M	+$25.1M	3	1.43%	Increased
207	QS Investors New York	$92M	+$5.19M	9	2.46%	Increased
208	Wasatch Advisors Salt Lake City, Utah	$91M	+$6.17M	2	0.88%	Increased
209	EARNEST Partners Atlanta, Georgia	$90.4M	-$1.2M	2	0.72%	Reduced
210	Westwood Holdings Group Dallas, Texas	$90.3M	-$2.39M	3	0.66%	Reduced
211	KAM Keeley Asset Management Chicago, Illinois	$88.1M	-$7M	5	1.58%	Reduced
212	LI LMCG Investments Boston, Massachusetts	$88M	+$898K	5	1.9%	Increased
213	Vaughan Nelson Investment Management Houston, Texas	$88M	+$24.3M	2	1.25%	Increased
214	Macquarie Group Sydney, NSW 2000, Australia	$86.7M	-$3.24M	9	0.19%	Reduced
215	British Columbia Investment Management Victoria, British Columbia, Canada	$85.6M	-$9.68M	9	0.69%	Reduced
216	ACI AMP Capital Investors Sydney, Australia	$84.4M	+$6.14M	12	0.52%	Increased
217	State of Tennessee, Department of Treasury Nashville, Tennessee	$84.2M	-$75.6M	13	0.48%	Reduced
218	HI Honeywell International Charlotte, North Carolina	$83.8M	-$5.03M	2	1.93%	Reduced
219	JIR James Investment Research Alpha, Ohio	$83.7M	+$13.7M	4	2.66%	Increased
220	AIG American International Group New York	$83.6M	+$2.75M	33	0.37%	Increased
221	Gateway Investment Advisers Cincinnati, Ohio	$83.4M	-$2.39M	6	0.65%	Reduced
222	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$83.3M	+$2.06M	1	3.45%	Increased
223	Glenview Capital Management New York	$82.4M	-$22.7M	1	0.48%	Reduced
224	GVI Green Valley Investors Wilmington, Delaware	$82.3M	-$45.3M	1	1.91%	Reduced
225	Suntrust Banks Atlanta, Georgia	$81.8M	-$237M	11	0.57%	Reduced