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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	DCM Dupont Capital Management Wilmington, Delaware	$694M	+$3.86M	10	16.99%	Increased
52	California Public Employees Retirement System Sacramento, California	$669M	+$61.1M	35	0.94%	Increased
53	Gates Foundation Trust Kirkland, Washington	$643M	$0	1	2.93%	Maintained
54	PNC Financial Services Group Pittsburgh, Pennsylvania	$592M	-$123M	34	0.66%	Reduced
55	Eaton Vance Management Boston, Massachusetts	$546M	+$34.1M	11	1.42%	Increased
56	Credit Suisse Zurich, Switzerland	$526M	+$92.3M	32	0.55%	Increased
57	Third Point New York	$516M	-$141M	1	7.93%	Reduced
58	C WorldWide Group Copenhagen, Denmark	$503M	+$757K	1	7.28%	Increased
59	RhumbLine Advisers Boston, Massachusetts	$501M	+$21.1M	35	1.09%	Increased
60	Lord, Abbett & Co Jersey City, New Jersey	$493M	-$90.8M	9	1.8%	Reduced
61	Luther King Capital Management (LKCM) Fort Worth, Texas	$477M	-$8.17M	7	4.24%	Reduced
62	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$474M	+$51.3M	24	0.6%	Increased
63	Mairs & Power Inc St Paul, Minnesota	$473M	-$41.4M	6	6.38%	Reduced
64	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$466M	-$1.2M	35	1.06%	Reduced
65	Glenview Capital Management New York	$461M	-$80.1M	1	4.46%	Reduced
66	Renaissance Technologies New York	$451M	+$52.7M	27	0.49%	Increased
67	Putnam Investments Boston, Massachusetts	$447M	-$3.13M	9	1.18%	Reduced
68	TD Asset Management Toronto, Ontario, Canada	$447M	-$42.6M	17	0.78%	Reduced
69	Russell Investments Group London, United Kingdom	$444M	+$2.68M	25	0.99%	Increased
70	OppenheimerFunds New York	$431M	+$21.5M	18	0.62%	Increased
71	Artisan Partners Milwaukee, Wisconsin	$424M	+$20.8M	3	0.96%	Increased
72	Harding Loevner Bridgewater, New Jersey	$422M	+$29.2M	2	2.44%	Increased
73	M&T Bank Buffalo, New York	$419M	-$14.3M	13	2.41%	Reduced
74	AKRE Capital Management Middleburg, Virginia	$418M	+$2.25M	1	5.29%	Increased
75	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$417M	-$94.1M	9	1.14%	Reduced