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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	Teachers Advisors New York	$354M	+$5.93M	28	0.66%	Increased
77	Harding Loevner Bridgewater, New Jersey	$349M	+$9.82M	1	2.44%	Increased
78	Artisan Partners Milwaukee, Wisconsin	$338M	-$17M	4	0.62%	Reduced
79	Aristotle Capital Management Los Angeles, California	$331M	+$1.66M	3	3.9%	Increased
80	PNC Financial Services Group Pittsburgh, Pennsylvania	$329M	+$108M	33	0.37%	Increased
81	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$324M	-$16.3M	14	10.91%	Reduced
82	Edgewood Management Greenwich, Connecticut	$314M	+$14M	1	2.61%	Increased
83	Gabelli Funds Rye, New York	$312M	-$2.29M	24	1.64%	Reduced
84	Bank of Montreal Toronto, Ontario, Canada	$310M	+$110M	28	0.36%	Increased
85	Select Equity Group New York	$309M	+$7.43M	2	2.82%	Increased
86	Allianz Asset Management Munich, Germany	$306M	-$421M	11	0.33%	Reduced
87	Epoch Investment Partners New York	$304M	-$2.76M	4	1.12%	Reduced
88	C WorldWide Group Copenhagen, Denmark	$302M	-$3.5M	2	4.32%	Reduced
89	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$300M	+$1.37M	10	0.69%	Increased
90	DAC Dividend Assets Capital Ridgeland, South Carolina	$300M	+$4.4M	3	6.6%	Increased
91	Parametric Portfolio Associates Seattle, Washington	$299M	+$12M	27	0.58%	Increased
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$298M	-$10.2M	28	0.72%	Reduced
93	Jensen Investment Management Lake Oswego, Oregon	$292M	-$153K	1	4.67%	Reduced
94	Citadel Advisors Miami, Florida	$292M	+$15.3M	26	0.25%	Increased
95	US Bancorp Minneapolis, Minnesota	$292M	-$966K	34	1.13%	Reduced
96	State Farm Mutual Automobile Insurance Bloomington, Illinois	$289M	$0	1	0.44%	Maintained
97	Brookfield Corp Toronto, Ontario, Canada	$280M	+$134M	2	0.81%	Increased
98	TimesSquare Capital Management New York	$278M	+$3.44M	2	1.51%	Increased
99	Swiss National Bank Zurich, Switzerland	$274M	-$20.7M	23	0.71%	Reduced
100	Millennium Management New York	$266M	+$23.6M	18	0.5%	Increased