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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	Gabelli Funds Rye, New York	$360M	-$5.46M	24	2.13%	Reduced
77	C WorldWide Group Copenhagen, Denmark	$358M	+$11M	1	6.85%	Increased
78	OppenheimerFunds New York	$351M	+$35.8M	14	0.46%	Increased
79	Prudential Financial Newark, New Jersey	$344M	+$4.44M	20	0.58%	Increased
80	Schroder Investment Management Group London, United Kingdom	$337M	-$5.54M	11	0.68%	Reduced
81	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$334M	+$11.8M	9	0.73%	Increased
82	Jensen Investment Management Lake Oswego, Oregon	$312M	-$2.19M	1	4.83%	Reduced
83	Epoch Investment Partners New York	$305M	-$1.17M	3	1.14%	Reduced
84	Bank of Montreal Toronto, Ontario, Canada	$297M	-$177M	30	0.34%	Reduced
85	Royce & Associates New York	$295M	-$1.46M	15	1.95%	Reduced
86	New York State Teachers Retirement System (NYSTRS) Albany, New York	$294M	+$2.43M	19	0.77%	Increased
87	Stifel Financial St. Louis, Missouri	$292M	+$1.53M	17	1.35%	Increased
88	State Farm Mutual Automobile Insurance Bloomington, Illinois	$280M	$0	1	0.42%	Maintained
89	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$280M	$0	1	2.74%	Maintained
90	Harding Loevner Bridgewater, New Jersey	$279M	-$2.15M	1	2.19%	Reduced
91	Fidelity International Hamilton, Bermuda	$273M	+$29.1M	3	0.87%	Increased
92	Glenview Capital Management New York	$272M	-$151M	1	1.92%	Reduced
93	APG Asset Management Amsterdam, Netherlands	$272M	+$1.09M	8	0.51%	Increased
94	VFA Virtus Fund Advisers Hartford, Connecticut	$270M	+$36.4M	8	2.41%	Increased
95	Winslow Capital Management Minneapolis, Minnesota	$267M	-$14.9M	1	1.09%	Reduced
96	LCS Levin Capital Strategies New York	$267M	+$50.7M	2	4.81%	Increased
97	US Bancorp Minneapolis, Minnesota	$267M	-$10.3M	34	1.02%	Reduced
98	Adage Capital Partners Boston, Massachusetts	$265M	-$186M	7	0.72%	Reduced
99	RhumbLine Advisers Boston, Massachusetts	$263M	+$11.9M	29	0.78%	Increased
100	Ruane, Cunniff & Goldfarb New York	$258M	-$25.7M	2	2.46%	Reduced