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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	Segall Bryant & Hamill Chicago, Illinois	$140M	+$20.1M	11	2.13%	Increased
202	LM Luminus Management Houston, Texas	$137M	-$93.8M	5	3.13%	Reduced
203	Glenmede Trust Philadelphia, Pennsylvania	$136M	+$13.5M	18	0.6%	Increased
204	First Manhattan New York	$135M	+$151K	22	0.78%	Increased
205	Vaughan Nelson Investment Management Houston, Texas	$135M	+$56.7M	3	1.62%	Increased
206	PAR Capital Management Boston, Massachusetts	$135M	$0	2	1.52%	Maintained
207	JP Morgan Private Wealth Advisors San Francisco, California	$135M	+$8.34M	14	0.75%	Increased
208	MCI McDonald Capital Investors Orinda, California	$134M	-$4.29M	2	10.89%	Reduced
209	Kayne Anderson Rudnick Investment Management Los Angeles, California	$134M	+$2.77M	3	0.86%	Increased
210	Point72 Asset Management Stamford, Connecticut	$134M	-$79.9M	5	0.53%	Reduced
211	CI Investments Inc Toronto, Ontario, Canada	$134M	-$33.9M	3	1.05%	Reduced
212	Robeco Schweiz Zurich, Switzerland	$133M	+$13.2M	9	5.67%	Increased
213	Magellan Asset Management Sydney, Australia	$132M	+$17.4M	5	0.46%	Increased
214	TimesSquare Capital Management New York	$128M	-$3.66M	2	0.85%	Reduced
215	SC Sasco Capital Fairfield, Connecticut	$127M	+$4.72M	2	5.07%	Increased
216	PCM Palestra Capital Management New York	$127M	-$14.2M	1	5.54%	Reduced
217	Rockefeller Capital Management New York	$126M	-$1.79M	12	2.05%	Reduced
218	AIG American International Group New York	$125M	-$49.2K	35	0.43%	Reduced
219	SSM Sound Shore Management Greenwich, Connecticut	$124M	-$17.6M	1	2.08%	Reduced
220	Arrowstreet Capital Boston, Massachusetts	$122M	-$39M	5	0.3%	Reduced
221	Mackenzie Financial Toronto Ontario, Ontario, Canada	$121M	+$10.6M	8	0.31%	Increased
222	Davenport & Co Richmond, Virginia	$121M	-$10.2M	4	1.49%	Reduced
223	HighTower Advisors Chicago, Illinois	$120M	+$75.4K	19	0.94%	Increased
224	Westfield Capital Management Boston, Massachusetts	$119M	+$465K	1	0.89%	Increased
225	Factory Mutual Insurance Waltham, Massachusetts	$118M	+$13.3M	2	1.27%	Increased