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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	Renaissance Technologies New York	$437M	-$63M	38	0.52%	Reduced
77	Millennium Management New York	$430M	+$25.7M	36	0.27%	Increased
78	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$420M	$0	1	2.42%	Maintained
79	Prudential Financial Newark, New Jersey	$415M	-$41.7M	27	0.66%	Reduced
80	Swedbank Stockholm, Sweden	$413M	+$11.7M	11	0.93%	Increased
81	Baillie Gifford & Co Edinburgh, United Kingdom	$406M	+$42.9M	2	0.42%	Increased
82	ACM Atlanta Capital Management Atlanta, Georgia	$395M	+$22.7M	3	1.7%	Increased
83	Bank of Montreal Toronto, Ontario, Canada	$392M	+$91.9M	26	0.18%	Increased
84	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$391M	+$2.12M	33	0.62%	Increased
85	Federated Hermes Pittsburgh, Pennsylvania	$388M	-$33.7M	20	1.06%	Reduced
86	Raymond James & Associates St Petersburg, Florida	$375M	-$4.84M	29	0.37%	Reduced
87	PNC Financial Services Group Pittsburgh, Pennsylvania	$368M	-$6.05M	37	0.36%	Reduced
88	Ruane, Cunniff & Goldfarb New York	$359M	-$10.6M	1	4.68%	Reduced
89	Mirae Asset Global Investments Seoul, South Korea	$353M	-$35.8M	25	0.9%	Reduced
90	Gabelli Funds Rye, New York	$341M	-$5.01M	25	2.62%	Reduced
91	Loomis, Sayles & Company Boston, Massachusetts	$341M	-$52.7M	12	0.63%	Reduced
92	Sustainable Growth Advisers Stamford, Connecticut	$328M	+$144M	1	2.35%	Increased
93	SI Standard Investments New York	$327M	+$16.6M	1	11.84%	Increased
94	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$323M	-$6.66M	2	1.22%	Reduced
95	ClearBridge Investments New York	$318M	-$198M	7	0.3%	Reduced
96	US Bancorp Minneapolis, Minnesota	$316M	-$9.41M	37	0.61%	Reduced
97	DZ Bank Frankfurt Am Main, Germany	$316M	-$16.3M	16	0.57%	Reduced
98	Canada Life Winnipeg, Manitoba, Canada	$314M	+$40.8M	27	0.83%	Increased
99	GAMCO Investors Greenwich, Connecticut	$309M	-$4.46M	17	3.39%	Reduced
100	Findlay Park Partners London, United Kingdom	$309M	-$1.58M	1	2.88%	Reduced