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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
51	American Century Companies Kansas City, Missouri	$793M	+$9.44M	10	0.77%	Increased
52	Brown Advisory Baltimore, Maryland	$783M	+$20.1M	11	2.23%	Increased
53	Third Point New York	$781M	-$146M	1	5.46%	Reduced
54	Epoch Investment Partners New York	$711M	-$51.8M	3	2.7%	Reduced
55	California Public Employees Retirement System Sacramento, California	$692M	+$6.47M	35	0.89%	Increased
56	Gates Foundation Trust Kirkland, Washington	$685M	$0	1	2.65%	Maintained
57	Lord, Abbett & Co Jersey City, New Jersey	$670M	+$108M	10	1.86%	Increased
58	Viking Global Investors Stamford, Connecticut	$668M	+$13.3M	1	3.7%	Increased
59	Glenview Capital Management New York	$645M	-$250M	1	4.1%	Reduced
60	Eagle Capital Management (New York) New York	$631M	-$145M	1	2.16%	Reduced
61	Eaton Vance Management Boston, Massachusetts	$584M	+$44.3M	10	1.3%	Increased
62	TD Asset Management Toronto, Ontario, Canada	$569M	+$141K	17	0.84%	Increased
63	Mairs & Power Inc St Paul, Minnesota	$553M	-$16.2M	6	6.44%	Reduced
64	RhumbLine Advisers Boston, Massachusetts	$552M	-$11.5M	33	1.07%	Reduced
65	Capital Research Global Investors Los Angeles, California	$550M	-$390M	3	0.16%	Reduced
66	Barclays London, United Kingdom	$548M	+$162M	37	0.38%	Increased
67	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$546M	-$13.6M	9	1.27%	Reduced
68	Luther King Capital Management (LKCM) Fort Worth, Texas	$545M	-$1.8M	7	4.11%	Reduced
69	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$540M	+$5.42M	35	1.05%	Increased
70	C WorldWide Group Copenhagen, Denmark	$535M	+$1.65M	1	6.87%	Increased
71	Putnam Investments Boston, Massachusetts	$522M	+$10.3M	10	1.13%	Increased
72	Trian Fund Management New York	$522M	-$73.9M	1	5.05%	Reduced
73	M&T Bank Buffalo, New York	$517M	+$1.38M	13	2.58%	Increased
74	Bank of Montreal Toronto, Ontario, Canada	$513M	+$51.3M	42	0.4%	Increased
75	Russell Investments Group London, United Kingdom	$505M	+$24.9M	25	0.96%	Increased