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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	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$137M	+$11.5M	10	0.41%	Increased
202	ACM Argent Capital Management St Louis, Missouri	$137M	+$727K	2	4.72%	Increased
203	State of Tennessee, Department of Treasury Nashville, Tennessee	$134M	-$69M	16	0.6%	Reduced
204	Kayne Anderson Rudnick Investment Management Los Angeles, California	$134M	+$5.94M	3	1.09%	Increased
205	SC Sasco Capital Fairfield, Connecticut	$134M	+$19.5M	2	4.89%	Increased
206	AIG American International Group New York	$133M	+$7.93M	35	0.44%	Increased
207	Marshall Wace Asia Central, Hong Kong	$133M	+$17.6M	1	4.6%	Increased
208	Baird Financial Group Milwaukee, Wisconsin	$132M	+$19.1M	13	0.94%	Increased
209	Glenmede Trust Philadelphia, Pennsylvania	$132M	-$5.5M	23	0.55%	Reduced
210	MCI McDonald Capital Investors Orinda, California	$132M	-$3.84M	2	10.52%	Reduced
211	ALPS Advisors Denver, Colorado	$132M	+$66.6M	5	0.91%	Increased
212	Channing Capital Management Chicago, Illinois	$131M	+$36.5M	2	4.41%	Increased
213	D.E. Shaw & Co New York	$130M	+$41.5M	18	0.18%	Increased
214	HighTower Advisors Chicago, Illinois	$130M	-$9.61M	20	1.07%	Reduced
215	Mackenzie Financial Toronto Ontario, Ontario, Canada	$130M	+$127M	7	0.31%	Increased
216	Natixis Paris, France	$129M	+$35.3M	7	0.99%	Increased
217	IAMA Impax Asset Management (AIFM) London, United Kingdom	$129M	-$730K	8	34.82%	Reduced
218	Los Angeles Capital Management Los Angeles, California	$129M	-$31.1M	17	0.7%	Reduced
219	Westfield Capital Management Boston, Massachusetts	$128M	-$13.6M	1	0.98%	Reduced
220	Sarasin & Partners London, United Kingdom	$128M	+$8.14M	1	2.48%	Increased
221	Marshall Wace North America New York	$127M	-$91.6M	12	0.7%	Reduced
222	Fred Alger Management New York	$127M	+$24.4M	5	0.57%	Increased
223	AMF Tjänstepension Stockholm, Sweden	$126M	+$13.6M	4	1.24%	Increased
224	W.H. Reaves & Co Jersey City, New Jersey	$126M	+$2.15M	2	3.99%	Increased
225	Duff & Phelps Investment Management Chicago, Illinois	$126M	+$56.9K	4	1.8%	Increased