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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	Bank of Montreal Toronto, Ontario, Canada	$323M	+$60.3M	27	0.45%	Increased
77	OppenheimerFunds New York	$321M	+$9.72M	6	0.43%	Increased
78	Axa Paris, France	$320M	+$100M	8	1.31%	Increased
79	Teachers Advisors New York	$320M	-$7.17M	28	0.64%	Reduced
80	Institutional Capital Chicago, Illinois	$315M	-$4.63M	1	2.63%	Reduced
81	Edgewood Management Greenwich, Connecticut	$314M	+$9.56M	1	2.65%	Increased
82	Royce & Associates New York	$313M	-$3.91M	14	1.66%	Reduced
83	PNC Financial Services Group Pittsburgh, Pennsylvania	$308M	+$9.11M	33	0.37%	Increased
84	Adage Capital Partners Boston, Massachusetts	$307M	-$8.08M	7	0.85%	Reduced
85	Aristotle Capital Management Los Angeles, California	$303M	+$9.69M	3	3.78%	Increased
86	Harding Loevner Bridgewater, New Jersey	$302M	-$12.1M	1	2.43%	Reduced
87	Davis Selected Advisers Tucson, Arizona	$300M	-$170M	1	1.25%	Reduced
88	Epoch Investment Partners New York	$295M	+$31M	4	1.14%	Increased
89	Citadel Advisors Miami, Florida	$292M	+$60.4M	28	0.28%	Increased
90	Gabelli Funds Rye, New York	$292M	+$713K	24	1.74%	Increased
91	HSBC Holdings London, United Kingdom	$291M	-$192M	17	0.73%	Reduced
92	Parametric Portfolio Associates Seattle, Washington	$291M	+$24M	27	0.57%	Increased
93	Davidson Kempner Capital Management New York	$289M	+$312M	1	5.12%	New
94	Jensen Investment Management Lake Oswego, Oregon	$285M	+$1.33M	1	5.02%	Increased
95	Swedbank Stockholm, Sweden	$281M	+$65.2M	2	2.33%	Increased
96	Lord, Abbett & Co Jersey City, New Jersey	$279M	+$43.5M	6	0.84%	Increased
97	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$274M	+$6.69M	10	0.67%	Increased
98	DAC Dividend Assets Capital Ridgeland, South Carolina	$274M	+$6.17M	3	6.94%	Increased
99	Artisan Partners Milwaukee, Wisconsin	$272M	-$38.6M	4	0.55%	Reduced
100	Swiss National Bank Zurich, Switzerland	$272M	+$26.5M	23	0.7%	Increased