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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	Amundi Asset Management US Boston, Massachusetts	$384M	-$61.4M	6	1.29%	Reduced
77	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$380M	-$4.23M	10	0.76%	Reduced
78	Lord, Abbett & Co Jersey City, New Jersey	$378M	+$25.3M	8	1.13%	Increased
79	CCM Cantillon Capital Management New York	$374M	-$2.7M	1	4.78%	Reduced
80	Russell Investments Group London, United Kingdom	$372M	+$53.7M	26	0.68%	Increased
81	State Farm Mutual Automobile Insurance Bloomington, Illinois	$363M	+$1.23M	2	0.51%	Increased
82	Gabelli Funds Rye, New York	$361M	-$15.9M	24	2.13%	Reduced
83	VFA Virtus Fund Advisers Hartford, Connecticut	$355M	-$45.8M	11	3.35%	Reduced
84	Citadel Advisors Miami, Florida	$349M	+$207M	24	0.32%	Increased
85	RhumbLine Advisers Boston, Massachusetts	$349M	+$11.9M	29	0.81%	Increased
86	Axa Paris, France	$341M	-$15M	9	1.54%	Reduced
87	Stifel Financial St. Louis, Missouri	$338M	+$13.5M	18	1.31%	Increased
88	Jensen Investment Management Lake Oswego, Oregon	$327M	-$534K	1	4.58%	Reduced
89	Harding Loevner Bridgewater, New Jersey	$324M	-$10.5M	1	2.11%	Reduced
90	AKRE Capital Management Middleburg, Virginia	$323M	+$575K	1	5.3%	Increased
91	Millennium Management New York	$314M	+$91.1M	24	0.58%	Increased
92	DF Dent & Co Baltimore, Maryland	$313M	+$2.81M	2	8.85%	Increased
93	New York State Teachers Retirement System (NYSTRS) Albany, New York	$312M	-$11.7M	18	0.79%	Reduced
94	Prudential Financial Newark, New Jersey	$306M	-$37.7M	18	0.48%	Reduced
95	Luther King Capital Management (LKCM) Fort Worth, Texas	$304M	+$1.59M	6	2.79%	Increased
96	Two Sigma Advisers New York	$299M	+$36.4M	22	0.98%	Increased
97	First Trust Advisors Wheaton, Illinois	$293M	-$22.7M	27	0.81%	Reduced
98	Asset Management One Tokyo, Japan	$289M	+$14.1M	11	0.76%	Increased
99	US Bancorp Minneapolis, Minnesota	$285M	-$488K	32	0.98%	Reduced
100	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$284M	+$12.2M	1	2.54%	Increased