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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	ACI AMP Capital Investors Sydney, Australia	$102M	-$11.6M	14	0.75%	Reduced
202	Natixis Advisors Boston, Massachusetts	$99.2M	+$16.3M	13	0.81%	Increased
203	USS Investment Management London, United Kingdom	$97.3M	-$30.4M	3	1.32%	Reduced
204	Public Employees Retirement Association of Colorado Denver, Colorado	$96.9M	+$946K	18	0.68%	Increased
205	Personal Capital Advisors Redwood City, California	$96.8M	+$3.24M	6	0.95%	Increased
206	Silvercrest Asset Management New York	$95.8M	-$61.4M	8	1.03%	Reduced
207	Glenmede Trust Philadelphia, Pennsylvania	$95.2M	$0	25	0.43%	Maintained
208	AGF Investments Inc Toronto, Ontario, Canada	$95.1M	-$5.21M	10	1.15%	Reduced
209	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$94.9M	+$4.38M	4	4.47%	Increased
210	MN Services Vermogensbeheer The Hague, Netherlands	$94.9M	-$7.19M	5	1.06%	Reduced
211	Jane Street New York	$93.5M	+$52.5M	20	0.09%	Increased
212	Comerica Bank Dallas, Texas	$92.6M	+$10.1M	23	0.85%	Increased
213	EIP Easterly Investment Partners Beverly, Massachusetts	$92.5M	+$20.4M	1	4.1%	Increased
214	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$92.5M	+$477K	5	9.67%	Increased
215	EULAV Asset Management Sarasota, Florida	$91.4M	+$21.7M	4	3.66%	Increased
216	Trillium Asset Management Boston, Massachusetts	$90.2M	+$8.71M	5	4.74%	Increased
217	Ensign Peak Advisors Salt Lake City, Utah	$88M	+$1.6M	16	0.29%	Increased
218	SCM Suvretta Capital Management New York	$87.8M	-$57.3M	1	2.37%	Reduced
219	Flossbach Von Storch Cologne, Germany	$87.1M	+$12.1M	1	0.59%	Increased
220	Madison Asset Management Madison, Wisconsin	$86.1M	+$305K	3	1.77%	Increased
221	Third Point New York	$85.7M	+$97.4M	1	1.37%	New
222	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$85.3M	+$30.2M	1	3.13%	Increased
223	Point72 Asset Management Stamford, Connecticut	$84.8M	-$42.2M	9	0.69%	Reduced
224	Lord, Abbett & Co Jersey City, New Jersey	$84.6M	+$30.9M	5	0.38%	Increased
225	SEI Investments Oaks, Pennsylvania	$82.1M	+$22.6M	20	0.3%	Increased