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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	Aristotle Capital Management Los Angeles, California	$323M	-$34.2M	3	4.13%	Reduced
77	CCM Cantillon Capital Management New York	$318M	+$57.9M	1	6.56%	Increased
78	Winslow Capital Management Minneapolis, Minnesota	$312M	-$20.8M	1	0.96%	Reduced
79	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$300M	+$2.78M	28	0.7%	Increased
80	Harding Loevner Bridgewater, New Jersey	$300M	-$42.4M	1	2.41%	Reduced
81	APG Asset Management Amsterdam, Netherlands	$299M	+$3.25M	8	0.57%	Increased
82	Renaissance Technologies New York	$296M	+$21.8M	19	0.72%	Increased
83	Epoch Investment Partners New York	$294M	+$1.71M	4	1.06%	Increased
84	TimesSquare Capital Management New York	$294M	-$18.3M	2	1.63%	Reduced
85	Bank of Montreal Toronto, Ontario, Canada	$291M	-$5.8M	29	0.33%	Reduced
86	Managed Account Advisors Jersey City, New Jersey	$286M	-$18.9M	19	0.28%	Reduced
87	American Century Companies Kansas City, Missouri	$279M	-$41.3M	11	0.31%	Reduced
88	US Bancorp Minneapolis, Minnesota	$274M	-$2.66M	33	1.06%	Reduced
89	Edgewood Management Greenwich, Connecticut	$272M	+$12.8M	1	2.5%	Increased
90	Parametric Portfolio Associates Seattle, Washington	$271M	-$6.2M	29	0.57%	Reduced
91	Jensen Investment Management Lake Oswego, Oregon	$270M	+$55.6M	1	4.18%	Increased
92	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$270M	+$7.27M	9	0.64%	Increased
93	Gotham Asset Management New York	$269M	+$150M	11	2.18%	Increased
94	YCMGA York Capital Management Global Advisors New York	$262M	+$105M	2	2.36%	Increased
95	DAC Dividend Assets Capital Ridgeland, South Carolina	$260M	+$50M	3	5.9%	Increased
96	HSBC Holdings London, United Kingdom	$259M	+$18M	12	0.54%	Increased
97	State Farm Mutual Automobile Insurance Bloomington, Illinois	$257M	$0	1	0.37%	Maintained
98	New York State Teachers Retirement System (NYSTRS) Albany, New York	$256M	-$5.46M	13	0.65%	Reduced
99	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$256M	-$138M	3	2.62%	Reduced
100	Axa Paris, France	$252M	+$9.95M	8	1.01%	Increased