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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	NI Nuance Investments Kansas City, Missouri	$442M	+$24.9M	7	9.83%	Increased
77	RhumbLine Advisers Boston, Massachusetts	$434M	+$11.7M	33	0.65%	Increased
78	Citadel Advisors Miami, Florida	$428M	+$210M	40	0.1%	Increased
79	Baillie Gifford & Co Edinburgh, United Kingdom	$427M	+$5.72M	2	0.44%	Increased
80	Swedbank Stockholm, Sweden	$420M	+$2.69M	11	1%	Increased
81	Renaissance Technologies New York	$418M	+$5.93M	34	0.59%	Increased
82	Duff & Phelps Investment Management Chicago, Illinois	$404M	+$313M	14	5.08%	Increased
83	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$395M	$0	1	2.41%	Maintained
84	Federated Hermes Pittsburgh, Pennsylvania	$365M	-$15.4M	21	1.07%	Reduced
85	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$361M	-$6.25M	33	0.61%	Reduced
86	Parnassus Investments San Francisco, California	$360M	+$233M	3	0.94%	Increased
87	DZ Bank Frankfurt Am Main, Germany	$358M	+$74.4M	16	0.65%	Increased
88	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$348M	+$66M	2	1.43%	Increased
89	VOYA Investment Management Atlanta, Georgia	$337M	+$144M	28	0.4%	Increased
90	SI Standard Investments New York	$336M	+$45.2M	1	15.39%	Increased
91	PNC Financial Services Group Pittsburgh, Pennsylvania	$330M	-$26.8M	39	0.35%	Reduced
92	Gabelli Funds Rye, New York	$325M	-$6.41M	25	2.68%	Reduced
93	Loomis, Sayles & Company Boston, Massachusetts	$319M	-$34.5M	9	0.65%	Reduced
94	Mitsubishi UFJ Asset Management Tokyo, Japan	$317M	+$238M	9	1.02%	Increased
95	Bank of Montreal Toronto, Ontario, Canada	$314M	-$60.8M	27	0.14%	Reduced
96	Sustainable Growth Advisers Stamford, Connecticut	$309M	+$1.26M	1	2.31%	Increased
97	Mirae Asset Global Investments Seoul, South Korea	$309M	-$29.4M	27	0.83%	Reduced
98	Ruane, Cunniff & Goldfarb New York	$302M	-$5.94M	1	4.48%	Reduced
99	Aberdeen Group Edinburgh, United Kingdom	$300M	+$111M	12	0.89%	Increased
100	GAMCO Investors Greenwich, Connecticut	$297M	-$10.3M	16	3.5%	Reduced