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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	PGGM Investments Zeist, Netherlands	$135M	-$16.2M	3	0.76%	Reduced
202	USS Investment Management London, United Kingdom	$133M	+$6.86M	1	1.47%	Increased
203	Glenmede Trust Philadelphia, Pennsylvania	$132M	$0	23	0.55%	Maintained
204	Davenport & Co Richmond, Virginia	$131M	+$52M	4	1.61%	Increased
205	Baird Financial Group Milwaukee, Wisconsin	$130M	+$2.12M	14	0.92%	Increased
206	TimesSquare Capital Management New York	$130M	-$44.1M	2	0.88%	Reduced
207	First Manhattan New York	$129M	-$3.19M	21	0.74%	Reduced
208	PAR Capital Management Boston, Massachusetts	$127M	$0	2	1.4%	Maintained
209	Lazard Asset Management New York	$127M	+$25.8M	4	0.22%	Increased
210	JP Morgan Private Wealth Advisors San Francisco, California	$125M	+$8.5M	14	0.85%	Increased
211	VM Valinor Management New York	$125M	+$21.6M	1	3.8%	Increased
212	Comgest Global Investors Paris, France	$124M	+$107M	1	2.72%	Increased
213	Rockefeller Capital Management New York	$124M	+$124M	11	2.05%	New
214	Bridgeway Capital Management Houston, Texas	$123M	+$52.5M	10	1.32%	Increased
215	AMF Tjänstepension Stockholm, Sweden	$122M	-$9.09M	4	1.27%	Reduced
216	Robeco Schweiz Zurich, Switzerland	$122M	+$37.7K	8	5.65%	Increased
217	AIG American International Group New York	$122M	-$3.88M	35	0.42%	Reduced
218	William Blair Investment Management Chicago, Illinois	$122M	+$18.4M	4	0.46%	Increased
219	CC Carlson Capital Dallas, Texas	$119M	+$21.1M	2	1.81%	Increased
220	Segall Bryant & Hamill Chicago, Illinois	$119M	-$5.08M	9	2.75%	Reduced
221	ACM Argent Capital Management St Louis, Missouri	$119M	-$1.42M	2	4.34%	Reduced
222	SC Sasco Capital Fairfield, Connecticut	$118M	-$1.16M	2	4.95%	Reduced
223	Covington Capital Management Los Angeles, California	$118M	+$190K	10	7.76%	Increased
224	Rothschild & Co Asset Management US Stamford, Connecticut	$117M	-$21.9M	4	1.31%	Reduced
225	Fifth Third Bancorp Cincinnati, Ohio	$117M	+$15M	22	0.8%	Increased