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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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$509M	+$101M	9	1.21%	Increased
77	Neuberger Berman Group New York	$506M	-$34.9M	17	0.56%	Reduced
78	Eaton Vance Management Boston, Massachusetts	$505M	+$68.8M	11	1.2%	Increased
79	Artisan Partners Milwaukee, Wisconsin	$503M	+$4.5M	3	1.01%	Increased
80	Putnam Investments Boston, Massachusetts	$502M	+$8.97M	8	1.14%	Increased
81	OppenheimerFunds New York	$495M	-$8.7M	18	0.59%	Reduced
82	VOYA Investment Management Atlanta, Georgia	$486M	-$23.2M	27	1.03%	Reduced
83	C WorldWide Group Copenhagen, Denmark	$477M	-$4.76M	1	6.62%	Reduced
84	Sculptor Capital New York	$470M	+$472M	1	2.18%	New
85	GAMCO Investors Greenwich, Connecticut	$468M	-$20.9M	17	3.19%	Reduced
86	Russell Investments Group London, United Kingdom	$468M	+$1.78M	26	0.98%	Increased
87	Asset Management One Tokyo, Japan	$462M	-$1.05M	13	1.01%	Reduced
88	Renaissance Technologies New York	$457M	+$9.28M	25	0.5%	Increased
89	Credit Suisse Zurich, Switzerland	$450M	-$46.3M	32	0.44%	Reduced
90	Bank of Montreal Toronto, Ontario, Canada	$449M	+$41.2M	41	0.37%	Increased
91	New York State Teachers Retirement System (NYSTRS) Albany, New York	$445M	-$14.4M	17	1.08%	Reduced
92	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$439M	$0	1	53.1%	Maintained
93	AKRE Capital Management Middleburg, Virginia	$430M	+$1.02M	1	5.44%	Increased
94	First Trust Advisors Wheaton, Illinois	$424M	+$85.6M	29	0.88%	Increased
95	Adage Capital Partners Boston, Massachusetts	$423M	-$36.4M	7	0.97%	Reduced
96	Gabelli Funds Rye, New York	$415M	-$14.5M	25	2.46%	Reduced
97	Ruane, Cunniff & Goldfarb New York	$412M	+$65.3M	1	3.69%	Increased
98	Prudential Financial Newark, New Jersey	$408M	-$27.3M	23	0.61%	Reduced
99	Stifel Financial St. Louis, Missouri	$407M	+$8M	26	1.25%	Increased
100	Swedbank Stockholm, Sweden	$401M	-$718K	2	1.98%	Reduced