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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$93.1M	+$6.48M	10	1.07%	Increased
202	IAMA Impax Asset Management (AIFM) London, United Kingdom	$90.9M	+$4.74M	8	31.24%	Increased
203	WAM Water Asset Management New York	$90.5M	-$40M	13	74.09%	Reduced
204	Miller Howard Investments Kingston, New York	$88.9M	-$46M	6	1.59%	Reduced
205	Citigroup New York	$88.4M	-$525M	38	0.09%	Reduced
206	Capital Fund Management (CFM) Paris, France	$88.3M	+$1.87M	3	0.91%	Increased
207	CB Chemical Bank Detroit, Michigan	$88M	-$8.49M	5	12.26%	Reduced
208	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$87.6M	-$8.3M	2	3.46%	Reduced
209	KBC Group Brussels, Belgium	$87.3M	+$2.89M	29	1.61%	Increased
210	HighTower Advisors Chicago, Illinois	$86.8M	-$4.75M	17	1.03%	Reduced
211	TCW Group Los Angeles, California	$86.7M	-$6.33M	7	0.62%	Reduced
212	Brandes Investment Partners La Jolla, California	$86.6M	-$5.8M	1	1.27%	Reduced
213	Baillie Gifford & Co Edinburgh, United Kingdom	$85.5M	+$4.43M	4	0.15%	Increased
214	Riverbridge Partners Minneapolis, Minnesota	$85.3M	-$20.2M	2	1.75%	Reduced
215	MLICM Metropolitan Life Insurance Company (MetLife) New York	$84.7M	-$2.54M	25	0.65%	Reduced
216	FQ First Quadrant Glendale, California	$84.2M	+$12.2M	7	1.85%	Increased
217	Stockbridge Partners Boston, Massachusetts	$83.7M	-$5.32M	1	4.63%	Reduced
218	Public Employees Retirement Association of Colorado Denver, Colorado	$83M	-$44.9M	19	0.7%	Reduced
219	GVI Green Valley Investors Wilmington, Delaware	$82.4M	$0	1	1.69%	Maintained
220	State of New Jersey Common Pension Fund D Trenton, New Jersey	$81.7M	-$84.9M	9	0.34%	Reduced
221	MNH Magnum NGL HoldCo Houston, Texas	$81.7M	+$119M	1	100%	New
222	Comerica Bank Dallas, Texas	$81.4M	-$10.8M	21	0.8%	Reduced
223	CHAM Clear Harbor Asset Management Stamford, Connecticut	$81.1M	-$2.69M	8	18.42%	Reduced
224	Kornitzer Capital Management Shawnee Mission, Kansas	$79.8M	-$5.19M	4	1.31%	Reduced
225	Korea Investment Corp Seoul, South Korea	$79.7M	+$7.34M	7	0.56%	Increased