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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
226	PGGM Investments Zeist, Netherlands	$130M	$0	6	0.65%	Maintained
227	Nomura Asset Management Tokyo, Japan	$130M	+$5.24M	10	0.71%	Increased
228	M Mirova Paris, France	$129M	+$20M	5	17.23%	Increased
229	Geneva Capital Management Milwaukee, Wisconsin	$127M	+$5.37M	4	2.46%	Increased
230	Mitsubishi UFJ Asset Management Tokyo, Japan	$126M	+$10.8M	9	0.5%	Increased
231	Osaic Holdings Scottsdale, Arizona	$125M	+$3.61M	44	0.24%	Increased
232	Natixis Paris, France	$125M	+$84.5M	11	0.44%	Increased
233	ESCM Echo Street Capital Management New York	$124M	+$3.13M	4	0.9%	Increased
234	First Manhattan New York	$121M	+$380K	22	0.39%	Increased
235	State of Tennessee, Department of Treasury Nashville, Tennessee	$120M	+$18.1M	17	0.46%	Increased
236	Comgest Global Investors Paris, France	$118M	-$5.57M	1	1.85%	Reduced
237	SP SCF Partners Houston, Texas	$118M	$0	1	50.42%	Maintained
238	Cubist Systematic Strategies Stamford, Connecticut	$118M	+$38.7M	29	1%	Increased
239	Quilter Plc London, United Kingdom	$118M	+$11.2M	5	3.2%	Increased
240	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$117M	-$508K	5	7.67%	Reduced
241	Holocene Advisors New York	$117M	+$25.1M	10	0.61%	Increased
242	EULAV Asset Management Sarasota, Florida	$117M	-$3.93M	4	3.48%	Reduced
243	TimesSquare Capital Management New York	$116M	-$17.6M	2	1.3%	Reduced
244	Driehaus Capital Management Chicago, Illinois	$115M	-$12.6M	4	1.42%	Reduced
245	Susquehanna International Group Bala Cynwyd, Pennsylvania	$115M	+$3.35M	36	0.02%	Increased
246	Glenview Capital Management New York	$114M	+$2.71M	1	2.3%	Increased
247	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$113M	-$706K	4	4.33%	Reduced
248	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$112M	-$13.1M	15	0.17%	Reduced
249	Congress Asset Management Boston, Massachusetts	$111M	+$3.04M	3	0.94%	Increased
250	Aviva London, United Kingdom	$109M	+$1.32M	13	0.55%	Increased