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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
76	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$357M	+$15.1M	7	0.72%	Increased
77	Guggenheim Capital Chicago, Illinois	$348M	+$22.3M	28	0.84%	Increased
78	American Century Companies Kansas City, Missouri	$345M	-$137M	9	0.4%	Reduced
79	TimesSquare Capital Management New York	$330M	-$26.7M	2	1.87%	Reduced
80	Gabelli Funds Rye, New York	$321M	-$750K	24	1.63%	Reduced
81	Harding Loevner Bridgewater, New Jersey	$321M	-$2.98M	1	2.38%	Reduced
82	Managed Account Advisors Jersey City, New Jersey	$321M	+$8.72M	18	0.36%	Increased
83	Epoch Investment Partners New York	$321M	+$57.3M	4	1.25%	Increased
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$312M	+$8.45M	28	0.77%	Increased
85	Artisan Partners Milwaukee, Wisconsin	$311M	+$79.9M	3	0.56%	Increased
86	APG Asset Management Amsterdam, Netherlands	$307M	+$17.4M	9	0.62%	Increased
87	Bank of Montreal Toronto, Ontario, Canada	$303M	+$64.6M	28	0.34%	Increased
88	Dodge & Cox San Francisco, California	$302M	-$252M	1	0.29%	Reduced
89	Lord, Abbett & Co Jersey City, New Jersey	$300M	+$25.8M	9	0.75%	Increased
90	US Bancorp Minneapolis, Minnesota	$296M	+$46.5M	32	1.2%	Increased
91	Citadel Advisors Miami, Florida	$296M	-$3.05M	22	0.31%	Reduced
92	State Farm Mutual Automobile Insurance Bloomington, Illinois	$296M	$0	1	0.44%	Maintained
93	Parametric Portfolio Associates Seattle, Washington	$294M	-$11.9M	29	0.65%	Reduced
94	CCM Cantillon Capital Management New York	$289M	-$3.26M	1	6.52%	Reduced
95	Putnam Investments Boston, Massachusetts	$287M	+$134K	8	0.61%	Increased
96	Edgewood Management Greenwich, Connecticut	$285M	+$2.87M	1	2.86%	Increased
97	DF Dent & Co Baltimore, Maryland	$283M	-$19.4M	3	7.04%	Reduced
98	Sarasin & Partners London, United Kingdom	$281M	+$10.1M	5	3.87%	Increased
99	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$281M	-$16.3M	9	0.68%	Reduced
100	Renaissance Technologies New York	$279M	-$57.5M	20	0.76%	Reduced