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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	$447M	-$3.21M	1	4.35%	Reduced
77	Nordea Investment Management Stockholm, Sweden	$435M	+$19.2M	10	0.95%	Increased
78	DF Dent & Co Baltimore, Maryland	$432M	+$1.08M	2	7.75%	Increased
79	Prudential Financial Newark, New Jersey	$430M	+$53.6M	27	0.68%	Increased
80	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$428M	$0	1	3.42%	Maintained
81	Neuberger Berman Group New York	$428M	+$24.6M	17	0.52%	Increased
82	Bank of Montreal Toronto, Ontario, Canada	$428M	+$16M	40	0.37%	Increased
83	GAMCO Investors Greenwich, Connecticut	$426M	-$26M	18	3.55%	Reduced
84	Fidelity International Hamilton, Bermuda	$426M	+$57.1M	17	0.64%	Increased
85	Stifel Financial St. Louis, Missouri	$421M	-$9.21M	25	1.08%	Reduced
86	ProShare Advisors Bethesda, Maryland	$413M	+$30.3M	20	2.31%	Increased
87	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$410M	+$2.73M	35	0.8%	Increased
88	Artisan Partners Milwaukee, Wisconsin	$409M	-$96M	3	0.77%	Reduced
89	Millennium Management New York	$401M	+$113M	25	0.63%	Increased
90	Credit Suisse Zurich, Switzerland	$401M	+$26.2M	31	0.34%	Increased
91	Citadel Advisors Miami, Florida	$400M	-$23.8M	33	0.19%	Reduced
92	TD Asset Management Toronto, Ontario, Canada	$383M	+$84.7M	15	0.59%	Increased
93	1832 Asset Management Toronto, Ontario, Canada	$373M	-$6.76M	8	1.19%	Reduced
94	State Farm Mutual Automobile Insurance Bloomington, Illinois	$357M	$0	2	0.44%	Maintained
95	Putnam Investments Boston, Massachusetts	$348M	+$20.1M	8	0.77%	Increased
96	DZ Bank Frankfurt Am Main, Germany	$337M	-$76.3M	9	1%	Reduced
97	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$326M	$0	1	49.79%	Maintained
98	Jennison Associates New York	$326M	-$15.7M	7	0.34%	Reduced
99	MVIP Mar Vista Investment Partners Los Angeles, California	$324M	+$10.6M	2	8.18%	Increased
100	Chevy Chase Trust Bethesda, Maryland	$313M	+$5.54M	8	1.29%	Increased