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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	DAC Dividend Assets Capital Ridgeland, South Carolina	$110M	-$28.6M	3	4.32%	Reduced
202	R.M. Davis Inc Portland, Maine	$105M	+$1.77M	6	4.43%	Increased
203	Fiera Capital (Canada) Montreal, Quebec, Canada	$105M	+$13.9M	5	0.51%	Increased
204	W.H. Reaves & Co Jersey City, New Jersey	$104M	-$1.9M	2	3.85%	Reduced
205	MLICM Metropolitan Life Insurance Company (MetLife) New York	$104M	-$770K	27	0.72%	Reduced
206	First Manhattan New York	$103M	+$4.65M	20	0.6%	Increased
207	Los Angeles Capital Management Los Angeles, California	$103M	+$20.8M	15	0.64%	Increased
208	PAR Capital Management Boston, Massachusetts	$101M	$0	2	1.14%	Maintained
209	Beck Mack & Oliver New York	$101M	-$4.33M	1	3.4%	Reduced
210	Segall Bryant & Hamill Chicago, Illinois	$100M	-$1.47M	9	2.36%	Reduced
211	GIM GCA Investment Management New York	$100M	+$21.6M	7	19.09%	Increased
212	Robeco Schweiz Zurich, Switzerland	$99.6M	+$10.8M	7	8.35%	Increased
213	CB Chemical Bank Detroit, Michigan	$96.9M	-$366K	4	10.58%	Reduced
214	HighTower Advisors Chicago, Illinois	$96.8M	-$321K	19	0.87%	Reduced
215	AIG American International Group New York	$95.6M	+$2.84M	34	0.34%	Increased
216	D.E. Shaw & Co New York	$95.3M	-$83.4M	16	0.16%	Reduced
217	NN Investment Partners Holdings The Hague, Netherlands	$93.8M	+$25.7M	12	0.87%	Increased
218	Macquarie Group Sydney, NSW 2000, Australia	$93.5M	-$25.2M	12	0.17%	Reduced
219	SCA Salient Capital Advisors Houston, Texas	$93.2M	+$8.61M	1	1.83%	Increased
220	HFA Harvest Fund Advisors Wayne, Pennsylvania	$93M	+$9.66M	1	0.96%	Increased
221	Första AP-fonden Stockholm, Sweden	$92.4M	+$20M	9	2.59%	Increased
222	NIMC NWQ Investment Management Company Los Angeles, California	$92.1M	+$15.6M	1	1.27%	Increased
223	CHAM Clear Harbor Asset Management Stamford, Connecticut	$92.1M	-$673K	8	17.61%	Reduced
224	USS Investment Management London, United Kingdom	$91.8M	+$86.3M	1	0.86%	New
225	CIBC Private Wealth Group Atlanta, Georgia	$91.4M	+$8.05M	7	0.57%	Increased