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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	Osaic Holdings Scottsdale, Arizona	$140M	+$4.76M	45	0.25%	Increased
202	State Farm Mutual Automobile Insurance Bloomington, Illinois	$139M	-$79.6M	1	0.14%	Reduced
203	Lazard Asset Management New York	$137M	+$24.5M	23	0.17%	Increased
204	BAMCO Inc New York	$136M	-$488K	1	0.38%	Reduced
205	Voloridge Investment Management Jupiter, Florida	$136M	-$47.8M	15	0.64%	Reduced
206	Perpetual Ltd Sydney, New South Wales, Australia	$136M	-$3.97M	14	1.16%	Reduced
207	Eventide Asset Management Boston, Massachusetts	$135M	-$28.3M	2	2.28%	Reduced
208	Waverton Investment Management London, United Kingdom	$134M	+$3.67M	2	3.81%	Increased
209	R.M. Davis Inc Portland, Maine	$134M	-$638K	8	3.22%	Reduced
210	AIG American International Group New York	$134M	-$1.22M	36	0.82%	Reduced
211	Woodline Partners San Francisco, California	$133M	+$21.8M	6	1.58%	Increased
212	Boston Trust Walden Boston, Massachusetts	$133M	-$2.9M	7	1.09%	Reduced
213	CIP Champlain Investment Partners Burlington, Vermont	$132M	-$102M	1	0.82%	Reduced
214	ESCM Echo Street Capital Management New York	$132M	-$3.52M	6	1.13%	Reduced
215	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$130M	-$266K	5	8.68%	Reduced
216	Mariner Overland Park, Kansas	$130M	-$5.55M	26	0.35%	Reduced
217	Marshall Wace London, United Kingdom	$129M	-$160M	12	0.25%	Reduced
218	National Bank of Canada Montreal, Quebec, Canada	$129M	+$81.3M	20	0.24%	Increased
219	State of Tennessee, Department of Treasury Nashville, Tennessee	$128M	+$11.3M	21	0.54%	Increased
220	Driehaus Capital Management Chicago, Illinois	$128M	+$26M	5	1.62%	Increased
221	Retirement Systems of Alabama Montgomery, Alabama	$127M	-$12M	12	0.57%	Reduced
222	Trillium Asset Management Boston, Massachusetts	$127M	-$16.1M	6	3.56%	Reduced
223	PGGM Investments Zeist, Netherlands	$126M	+$1.18M	10	2.05%	Increased
224	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$126M	+$20.4M	11	0.19%	Increased
225	CI Investments Inc Toronto, Ontario, Canada	$125M	-$16.7M	17	0.63%	Reduced