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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	M&T Bank Buffalo, New York	$129M	-$3.7M	14	0.42%	Reduced
252	Teacher Retirement System of Texas Austin, Texas	$128M	-$27.5M	18	0.53%	Reduced
253	Asset Management One Tokyo, Japan	$128M	-$8.55M	12	0.38%	Reduced
254	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$127M	$0	1	0.62%	Maintained
255	First Manhattan New York	$127M	-$4.68M	19	0.35%	Reduced
256	Erste Asset Management Vienna, Austria	$126M	-$55.6M	7	1.17%	Reduced
257	AQR Arbitrage Greenwich, Connecticut	$126M	+$86.1M	1	2.07%	Increased
258	EARNEST Partners Atlanta, Georgia	$125M	+$19M	3	0.52%	Increased
259	Trillium Asset Management Boston, Massachusetts	$124M	+$23.7M	6	4.13%	Increased
260	SIC Schwartz Investment Counsel Plymouth, Michigan	$122M	+$12.9M	3	4.33%	Increased
261	Fred Alger Management New York	$122M	-$6.01M	6	0.53%	Reduced
262	Retirement Systems of Alabama Montgomery, Alabama	$120M	+$929K	14	0.4%	Increased
263	LCI L1 Capital International Sydney NSW 2000, Australia	$120M	+$32.5M	2	7.14%	Increased
264	Natixis Paris, France	$119M	-$1.15M	14	0.43%	Reduced
265	OpenArc Corporate Advisory Atlanta, Georgia	$118M	-$188M	2	1.69%	Reduced
266	IC Impactive Capital New York City, New York	$117M	-$93M	1	8.52%	Reduced
267	William Blair Investment Management Chicago, Illinois	$115M	-$496K	2	0.38%	Reduced
268	CHAM Clear Harbor Asset Management Stamford, Connecticut	$115M	-$1.19M	10	7.94%	Reduced
269	Segall Bryant & Hamill Chicago, Illinois	$115M	+$25.2M	7	1.64%	Increased
270	Osaic Holdings Scottsdale, Arizona	$114M	-$5.12M	50	0.17%	Reduced
271	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$114M	+$11.7M	7	1%	Increased
272	HCC Hill City Capital Boston, Massachusetts	$112M	+$36.3M	3	4.01%	Increased
273	State of New Jersey Common Pension Fund D Trenton, New Jersey	$112M	+$2.83M	22	0.43%	Increased
274	LGT Group Foundation Vaduz, Liechtenstein	$112M	+$2.47M	7	1.36%	Increased
275	Parnassus Investments San Francisco, California	$112M	-$28.1M	2	0.33%	Reduced