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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	CCM Cantillon Capital Management New York	$378M	-$398K	1	5.33%	Reduced
77	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$356M	+$11.7M	11	0.74%	Increased
78	Schroder Investment Management Group London, United Kingdom	$354M	+$2.56M	9	0.66%	Increased
79	Victory Capital Management San Antonio, Texas	$333M	+$50.6M	20	0.93%	Increased
80	Jensen Investment Management Lake Oswego, Oregon	$319M	-$909K	1	4.77%	Reduced
81	Epoch Investment Partners New York	$316M	-$1.05M	3	1.18%	Reduced
82	Glenview Capital Management New York	$306M	+$22.8M	1	2.19%	Increased
83	Credit Agricole Montrouge Cedex, France	$305M	+$141M	15	0.99%	Increased
84	Prudential Financial Newark, New Jersey	$301M	-$65.5M	20	0.5%	Reduced
85	Harding Loevner Bridgewater, New Jersey	$298M	-$892K	1	2.15%	Reduced
86	Adage Capital Partners Boston, Massachusetts	$297M	+$18.8M	8	0.82%	Increased
87	Royce & Associates New York	$295M	-$23.2M	15	1.94%	Reduced
88	New York State Teachers Retirement System (NYSTRS) Albany, New York	$294M	-$9.41M	20	0.78%	Reduced
89	Arrowstreet Capital Boston, Massachusetts	$294M	+$62.1M	19	0.96%	Increased
90	Fidelity International Hamilton, Bermuda	$293M	+$7.53M	3	0.88%	Increased
91	State Farm Mutual Automobile Insurance Bloomington, Illinois	$292M	$0	1	0.43%	Maintained
92	Lord, Abbett & Co Jersey City, New Jersey	$287M	-$76.1M	9	0.88%	Reduced
93	DF Dent & Co Baltimore, Maryland	$286M	+$27.8M	2	7.92%	Increased
94	RhumbLine Advisers Boston, Massachusetts	$286M	+$14.1M	29	0.79%	Increased
95	AKRE Capital Management Middleburg, Virginia	$285M	+$10.8M	1	5.47%	Increased
96	VFA Virtus Fund Advisers Hartford, Connecticut	$282M	-$1.63M	9	2.5%	Reduced
97	Stifel Financial St. Louis, Missouri	$280M	-$4.04M	14	1.26%	Reduced
98	Two Sigma Advisers New York	$276M	+$40.3M	22	1.18%	Increased
99	Luther King Capital Management (LKCM) Fort Worth, Texas	$274M	+$626K	5	2.68%	Increased
100	US Bancorp Minneapolis, Minnesota	$271M	-$7.94M	33	1%	Reduced