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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
251	Engineers Gate Manager New York	$126M	+$30.4M	25	2.12%	Increased
252	ZP Zimmer Partners New York	$125M	+$55.2M	6	2.36%	Increased
253	AMF Tjänstepension Stockholm, Sweden	$124M	+$5.99M	3	0.92%	Increased
254	Erste Asset Management Vienna, Austria	$124M	-$6.14M	8	1.59%	Reduced
255	VanEck Associates New York	$124M	+$13.6M	20	0.16%	Increased
256	AEGON Asset Management (UK) Edinburgh, United Kingdom	$124M	-$26.6M	5	1.8%	Reduced
257	M&G plc London, United Kingdom	$123M	-$18.8M	7	0.59%	Reduced
258	Mondrian Investment Partners London, United Kingdom	$123M	-$1.39M	1	2.1%	Reduced
259	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$122M	-$41.3M	9	0.24%	Reduced
260	Samlyn Capital New York	$122M	-$2.82M	1	1.81%	Reduced
261	Susquehanna International Group Bala Cynwyd, Pennsylvania	$121M	-$62.2M	42	0.02%	Reduced
262	Silvercrest Asset Management New York	$120M	-$13.3M	9	0.86%	Reduced
263	State of New Jersey Common Pension Fund D Trenton, New Jersey	$120M	-$12.8M	22	0.54%	Reduced
264	Nissay Asset Management Tokyo, Japan	$120M	+$59.6M	11	0.78%	Increased
265	LGT Group Foundation Vaduz, Liechtenstein	$120M	+$54M	6	1.65%	Increased
266	Westfield Capital Management Boston, Massachusetts	$119M	+$125M	2	0.58%	New
267	Wealth Enhancement Advisory Services Plymouth, Minnesota	$118M	+$5.29M	23	0.23%	Increased
268	SHIM Spruce House Investment Management New York	$118M	+$49.2M	1	6.15%	Increased
269	Birch Hill Investment Advisors Boston, Massachusetts	$118M	+$3.03M	5	5.59%	Increased
270	J. Safra Sarasin Holding	$118M	-$22.6M	7	2.13%	Reduced
271	Quantinno Capital Management New York	$116M	+$50.5M	28	0.76%	Increased
272	Findlay Park Partners London, United Kingdom	$116M	+$1.54M	1	1.19%	Increased
273	Fisher Asset Management Camas, Washington	$112M	+$7.77M	11	0.05%	Increased
274	PGGM Investments Zeist, Netherlands	$111M	+$3.48M	10	1.5%	Increased
275	William Blair Investment Management Chicago, Illinois	$111M	-$3.28M	2	0.31%	Reduced