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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	C WorldWide Group Copenhagen, Denmark	$485M	+$8.53M	1	6.89%	Increased
77	GAMCO Investors Greenwich, Connecticut	$478M	-$20.9M	16	2.96%	Reduced
78	Luther King Capital Management (LKCM) Fort Worth, Texas	$470M	+$132M	7	4.12%	Increased
79	Bessemer Group Woodbridge, New Jersey	$469M	-$384K	18	1.87%	Reduced
80	Asset Management One Tokyo, Japan	$462M	+$121M	11	1.08%	Increased
81	New York State Teachers Retirement System (NYSTRS) Albany, New York	$459M	+$120M	16	1.15%	Increased
82	Neuberger Berman Group New York	$458M	+$27.3M	15	0.57%	Increased
83	Edgewood Management Greenwich, Connecticut	$451M	+$4.25M	2	2.07%	Increased
84	Gabelli Funds Rye, New York	$433M	+$24.4M	24	2.48%	Increased
85	AQR Capital Management Greenwich, Connecticut	$426M	-$15.8M	21	0.51%	Reduced
86	Millennium Management New York	$425M	+$212M	26	0.65%	Increased
87	Prudential Financial Newark, New Jersey	$424M	+$77.3M	21	0.61%	Increased
88	Stifel Financial St. Louis, Missouri	$424M	+$52.2M	20	1.47%	Increased
89	Credit Agricole Montrouge Cedex, France	$416M	-$40.3M	14	1.42%	Reduced
90	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$416M	+$166M	8	0.85%	Increased
91	State Board of Administration of Florida Retirement System Tallahassee, Florida	$416M	+$111M	27	1.13%	Increased
92	Citadel Advisors Miami, Florida	$415M	+$68.6M	24	0.32%	Increased
93	APG Asset Management Amsterdam, Netherlands	$410M	+$80.8M	8	0.67%	Increased
94	HSBC Holdings London, United Kingdom	$408M	+$183M	14	0.65%	Increased
95	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$402M	+$101M	38	0.48%	Increased
96	Renaissance Technologies New York	$401M	+$173M	28	0.47%	Increased
97	Victory Capital Management San Antonio, Texas	$397M	-$129M	22	0.89%	Reduced
98	Swedbank Stockholm, Sweden	$396M	-$83.8M	2	2.42%	Reduced
99	VFA Virtus Fund Advisers Hartford, Connecticut	$390M	+$18.5M	11	3.98%	Increased
100	AKRE Capital Management Middleburg, Virginia	$378M	-$3.05M	1	5.53%	Reduced