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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	PIP Permian Investment Partners Dallas, Texas	$118M	+$58.6M	1	19.61%	Increased
202	Comerica Bank Dallas, Texas	$117M	-$3.12M	20	1%	Reduced
203	Confluence Investment Management St. Louis, Missouri	$117M	-$1.35M	2	2.19%	Reduced
204	Mackenzie Financial Toronto Ontario, Ontario, Canada	$117M	+$32.4M	12	0.31%	Increased
205	Aviva London, United Kingdom	$115M	-$28.2M	8	0.86%	Reduced
206	Marshall Wace North America New York	$115M	-$75.5M	18	1.11%	Reduced
207	AMF Tjänstepension Stockholm, Sweden	$114M	+$9.62M	4	1.25%	Increased
208	Robeco Institutional Asset Management Rotterdam, Netherlands	$112M	-$7.4M	9	0.5%	Reduced
209	Prudential plc London, England, United Kingdom	$112M	+$2.21M	3	0.45%	Increased
210	WCM Investment Management Laguna Beach, California	$111M	+$3.71M	1	0.99%	Increased
211	Welch & Forbes Boston, Massachusetts	$111M	+$309K	8	3.12%	Increased
212	ALPS Advisors Denver, Colorado	$110M	+$14.3M	4	0.85%	Increased
213	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$109M	-$127M	8	0.24%	Reduced
214	Alyeska Investment Group Chicago, Illinois	$109M	+$2.46M	1	1.58%	Increased
215	State of Tennessee, Department of Treasury Nashville, Tennessee	$108M	+$7.68M	17	0.59%	Increased
216	Assenagon Asset Management Senningerberg, Luxembourg	$107M	+$75.5M	13	1.21%	Increased
217	AAM Ardevora Asset Management London, United Kingdom	$106M	+$38.1M	3	3.16%	Increased
218	Channing Capital Management Chicago, Illinois	$105M	-$20.7M	2	5.26%	Reduced
219	MN Services Vermogensbeheer The Hague, Netherlands	$105M	+$86.9M	8	1.59%	Increased
220	Fifth Third Bancorp Cincinnati, Ohio	$105M	+$544K	18	0.76%	Increased
221	HighTower Advisors Chicago, Illinois	$104M	-$1.4M	20	0.8%	Reduced
222	Marshall Wace Asia Central, Hong Kong	$104M	+$7.59M	1	3.83%	Increased
223	PGGM Investments Zeist, Netherlands	$102M	-$10.1M	4	0.59%	Reduced
224	SP SCF Partners Houston, Texas	$102M	$0	1	23.72%	Maintained
225	Duff & Phelps Investment Management Chicago, Illinois	$102M	-$213K	3	1.71%	Reduced