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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	RHBC R.H. Bluestein & Co Birmingham, Michigan	$89.9M	-$9.23M	9	5.42%	Reduced
202	ACI AMP Capital Investors Sydney, Australia	$89.7M	+$944K	12	0.54%	Increased
203	Citigroup New York	$89M	+$1.45M	38	0.09%	Increased
204	KAM Keeley Asset Management Chicago, Illinois	$88.4M	-$1.41M	4	1.8%	Reduced
205	IAMA Impax Asset Management (AIFM) London, United Kingdom	$88.3M	+$6.53M	9	28.62%	Increased
206	KeyBank National Association Cleveland, Ohio	$87.2M	+$7.55M	13	0.57%	Increased
207	Aviva London, United Kingdom	$87.2M	+$15.2M	8	0.6%	Increased
208	Westwood Holdings Group Dallas, Texas	$86.7M	+$1.02M	3	0.66%	Increased
209	Thompson Siegel & Walmsley Richmond, Virginia	$86.7M	+$3.72M	7	1.5%	Increased
210	CI Investments Inc Toronto, Ontario, Canada	$86.4M	-$7.7M	3	0.91%	Reduced
211	CC Capital Counsel New York	$85.7M	+$19.1M	1	4.08%	Increased
212	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$85.4M	-$39.3M	8	0.24%	Reduced
213	CB Chemical Bank Detroit, Michigan	$85.4M	-$956K	5	11.16%	Reduced
214	PGGM Investments Zeist, Netherlands	$84.6M	-$8.91M	4	0.4%	Reduced
215	Macquarie Group Sydney, NSW 2000, Australia	$83.6M	+$11.5M	15	0.16%	Increased
216	CHAM Clear Harbor Asset Management Stamford, Connecticut	$83.3M	+$154K	9	16.02%	Increased
217	HCM Highfields Capital Management Boston, Massachusetts	$83.2M	-$146M	2	0.74%	Reduced
218	Segall Bryant & Hamill Chicago, Illinois	$83.1M	-$1.36M	8	1.87%	Reduced
219	Stockbridge Partners Boston, Massachusetts	$82.5M	+$71.7M	1	4.34%	New
220	State of Tennessee, Department of Treasury Nashville, Tennessee	$81.4M	+$591K	15	0.43%	Increased
221	Chilton Investment Company Stamford, Connecticut	$81.2M	+$1.99M	1	2.89%	Increased
222	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$80.3M	-$4.97M	1	3.69%	Reduced
223	Kornitzer Capital Management Shawnee Mission, Kansas	$80M	+$1.12M	5	0.97%	Increased
224	Victory Capital Management San Antonio, Texas	$79.8M	-$72.1M	4	0.29%	Reduced
225	Elliott Management New York	$79.5M	$0	1	0.98%	Maintained