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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	Third Point New York	$555M	+$24.3M	2	8.42%	Increased
77	Capital International Investors Los Angeles, California	$533M	-$257M	2	0.14%	Reduced
78	Envestnet Asset Management Chicago, Illinois	$518M	+$184M	26	0.24%	Increased
79	Mitsubishi UFJ Asset Management Tokyo, Japan	$513M	+$17.1M	19	1.04%	Increased
80	Mirae Asset Global Investments Seoul, South Korea	$502M	+$38M	28	1.11%	Increased
81	Citadel Advisors Miami, Florida	$499M	+$69.6M	41	0.11%	Increased
82	VanEck Associates New York	$487M	+$46.6M	20	1.07%	Increased
83	BNP Paribas Financial Markets Paris, France	$472M	-$691M	32	0.61%	Reduced
84	DekaBank Deutsche Girozentrale Frankfurt, Germany	$465M	+$42.1M	18	1.07%	Increased
85	Balyasny Asset Management Chicago, Illinois	$461M	+$97.2M	19	0.94%	Increased
86	Man Group London, United Kingdom	$453M	-$399M	0	–	Closed
87	HSBC Holdings London, United Kingdom	$452M	+$72.4M	16	0.47%	Increased
88	Mackenzie Financial Toronto Ontario, Ontario, Canada	$444M	+$106M	16	0.75%	Increased
89	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$438M	-$20.3M	2	1.67%	Reduced
90	Aberdeen Group Edinburgh, United Kingdom	$424M	-$46.7M	11	1.08%	Reduced
91	New York State Common Retirement Fund Albany, New York	$418M	-$65.9M	37	0.6%	Reduced
92	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$413M	-$15M	36	0.63%	Reduced
93	Sustainable Growth Advisers Stamford, Connecticut	$413M	-$22.9M	1	2.1%	Reduced
94	NI Nuance Investments Kansas City, Missouri	$411M	+$30.8M	5	10.07%	Increased
95	Orbis Allan Gray Hamilton, Bermuda	$400M	+$38.1M	1	2.88%	Increased
96	Bank of Montreal Toronto, Ontario, Canada	$399M	-$508K	27	0.14%	Reduced
97	Duff & Phelps Investment Management Chicago, Illinois	$393M	-$843K	15	5.17%	Reduced
98	Ruane, Cunniff & Goldfarb New York	$391M	-$11.6M	1	6.49%	Reduced
99	BNP Paribas Asset Management Paris, France	$378M	+$54.8M	13	1.16%	Increased
100	Sarasin & Partners London, United Kingdom	$367M	+$16.6M	2	4.58%	Increased