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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	Macquarie Group Sydney, NSW 2000, Australia	$111M	+$269K	13	0.2%	Increased
202	Thrivent Financial for Lutherans Minneapolis, Minnesota	$110M	-$48.4M	18	0.48%	Reduced
203	Select Equity Group New York	$110M	-$34.5M	2	0.82%	Reduced
204	IAMA Impax Asset Management (AIFM) London, United Kingdom	$109M	-$1M	8	34.58%	Reduced
205	Aviva London, United Kingdom	$108M	-$3.39M	8	0.62%	Reduced
206	Duff & Phelps Investment Management Chicago, Illinois	$108M	+$11.4M	4	1.53%	Increased
207	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$108M	+$5.18M	5	0.72%	Increased
208	Comerica Bank Dallas, Texas	$106M	-$2.77M	19	0.8%	Reduced
209	Janus Henderson Group London,	$106M	+$182K	8	0.74%	Increased
210	W.H. Reaves & Co Jersey City, New Jersey	$106M	+$1.32M	2	3.84%	Increased
211	MLICM Metropolitan Life Insurance Company (MetLife) New York	$104M	+$593K	27	0.72%	Increased
212	Kayne Anderson Rudnick Investment Management Los Angeles, California	$103M	-$227K	3	1.12%	Reduced
213	Arrowstreet Capital Boston, Massachusetts	$101M	+$99M	8	0.37%	New
214	CIBC Private Wealth Group Atlanta, Georgia	$99.5M	+$24.7M	7	0.63%	Increased
215	CB Chemical Bank Detroit, Michigan	$98M	-$2.53M	4	10.87%	Reduced
216	Panagora Asset Management Boston, Massachusetts	$96.7M	-$109M	20	0.4%	Reduced
217	R.M. Davis Inc Portland, Maine	$96.4M	+$5.6M	6	4.36%	Increased
218	Rothschild & Co Asset Management US Stamford, Connecticut	$96.1M	+$21.9M	5	1.1%	Increased
219	HighTower Advisors Chicago, Illinois	$95.1M	-$422K	19	0.91%	Reduced
220	First Manhattan New York	$94.2M	-$2.81M	21	0.56%	Reduced
221	Beck Mack & Oliver New York	$94.1M	-$2.24M	1	3.29%	Reduced
222	PAR Capital Management Boston, Massachusetts	$93.1M	+$3.34M	2	1.13%	Increased
223	Segall Bryant & Hamill Chicago, Illinois	$92.1M	-$1.45M	9	2.23%	Reduced
224	CAM CGOV Asset Management Toronto, Ontario, Canada	$90.3M	+$3.32M	1	3.3%	Increased
225	AIG American International Group New York	$89.8M	-$8.9M	30	0.33%	Reduced