← All themes

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	Teachers Advisors New York	$350M	+$587K	28	0.66%	Increased
77	Winslow Capital Management Minneapolis, Minnesota	$344M	+$2.73M	1	1.06%	Increased
78	Harding Loevner Bridgewater, New Jersey	$334M	+$3.56M	1	2.55%	Increased
79	Russell Frank Company Seattle, Washington	$324M	+$108M	25	0.59%	Increased
80	Gabelli Funds Rye, New York	$323M	-$5.48M	24	1.64%	Reduced
81	Aristotle Capital Management Los Angeles, California	$319M	-$25.2M	3	3.97%	Reduced
82	Select Equity Group New York	$317M	+$111M	2	2.88%	Increased
83	C WorldWide Group Copenhagen, Denmark	$309M	+$296M	2	4.41%	Increased
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$304M	-$6.48M	28	0.72%	Reduced
85	Edgewood Management Greenwich, Connecticut	$304M	+$6.26M	1	2.72%	Increased
86	Epoch Investment Partners New York	$304M	-$4.64M	4	1.14%	Reduced
87	Adage Capital Partners Boston, Massachusetts	$298M	-$142M	7	0.73%	Reduced
88	Jensen Investment Management Lake Oswego, Oregon	$296M	+$74.2K	1	4.52%	Increased
89	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$294M	+$11M	10	0.68%	Increased
90	Swiss National Bank Zurich, Switzerland	$293M	+$82.7M	24	0.78%	Increased
91	APG Asset Management Amsterdam, Netherlands	$292M	-$19.5M	8	0.6%	Reduced
92	DAC Dividend Assets Capital Ridgeland, South Carolina	$291M	+$10.7M	3	6.36%	Increased
93	TimesSquare Capital Management New York	$290M	-$11.2M	2	1.56%	Reduced
94	US Bancorp Minneapolis, Minnesota	$286M	-$180K	33	1.1%	Reduced
95	Citadel Advisors Miami, Florida	$285M	+$34.4M	26	0.27%	Increased
96	Parametric Portfolio Associates Seattle, Washington	$283M	+$2.68M	26	0.57%	Increased
97	Axa Paris, France	$272M	+$731K	8	1.12%	Increased
98	State Farm Mutual Automobile Insurance Bloomington, Illinois	$271M	$0	1	0.4%	Maintained
99	Prudential Financial Newark, New Jersey	$260M	-$105M	19	0.45%	Reduced
100	New York State Teachers Retirement System (NYSTRS) Albany, New York	$259M	-$6.71M	13	0.66%	Reduced