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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
101	BlackRock Japan Tokyo, Japan	$186M	+$186M	11	0.85%	New
102	American Century Companies Kansas City, Missouri	$185M	+$183M	10	0.25%	New
103	Cambiar Investors Denver, Colorado	$184M	+$194M	2	2.96%	New
104	Acadian Asset Management Boston, Massachusetts	$181M	+$229M	10	1.26%	New
105	State Farm Mutual Automobile Insurance Bloomington, Illinois	$177M	+$184M	1	0.32%	New
106	TimesSquare Capital Management New York	$173M	+$174M	3	1.07%	New
107	First Trust Advisors Wheaton, Illinois	$172M	+$173M	27	1.12%	New
108	Millennium Management New York	$167M	+$165M	14	0.51%	New
109	Suntrust Banks Atlanta, Georgia	$167M	+$165M	13	0.74%	New
110	Luther King Capital Management (LKCM) Fort Worth, Texas	$164M	+$161M	4	1.52%	New
111	Aristotle Capital Management Los Angeles, California	$161M	+$162M	3	4.41%	New
112	National Rural Electric Cooperative Association Arlington, Virginia	$160M	+$159M	3	3.86%	New
113	Primecap Management Pasadena, California	$159M	+$158M	3	0.23%	New
114	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$159M	+$159M	29	0.3%	New
115	Gates Capital Management New York	$158M	+$162M	1	7.24%	New
116	Renaissance Technologies New York	$157M	+$160M	17	0.41%	New
117	State of Wisconsin Investment Board Madison, Wisconsin	$156M	+$160M	12	0.65%	New
118	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$155M	+$172M	10	19.48%	New
119	Loomis, Sayles & Company Boston, Massachusetts	$153M	+$155M	7	0.55%	New
120	DSM Capital Partners Palm Beach Gardens, Florida	$153M	+$152M	2	3.81%	New
121	Comerica Bank Dallas, Texas	$151M	+$153M	16	1.23%	New
122	MTB Mizuho Trust & Banking Tokyo, Japan	$144M	+$146M	6	0.61%	New
123	Beck Mack & Oliver New York	$143M	+$142M	2	3.89%	New
124	Nuveen Charlotte, North Carolina	$139M	+$141M	14	0.93%	New
125	APG Asset Management Amsterdam, Netherlands	$137M	+$138M	7	0.43%	New