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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	Harding Loevner Bridgewater, New Jersey	$240M	+$7.47M	1	1.86%	Increased
102	TimesSquare Capital Management New York	$237M	+$1.37M	2	1.19%	Increased
103	PIM Platinum Investment Management Sydney Australia 2000, Australia	$234M	$0	1	4.06%	Maintained
104	First Trust Advisors Wheaton, Illinois	$228M	+$17M	25	1.11%	Increased
105	Epoch Investment Partners New York	$227M	-$133M	3	0.96%	Reduced
106	National Rural Electric Cooperative Association Arlington, Virginia	$216M	-$975K	3	4.39%	Reduced
107	Robeco Schweiz Zurich, Switzerland	$215M	+$2.5M	10	19%	Increased
108	Renaissance Technologies New York	$211M	+$34.4M	16	0.5%	Increased
109	Adage Capital Partners Boston, Massachusetts	$210M	-$73.7M	9	0.56%	Reduced
110	FC Fairpointe Capital Chicago, Illinois	$204M	-$10.3M	1	2.97%	Reduced
111	Sarasin & Partners London, United Kingdom	$204M	+$36.4M	5	2.85%	Increased
112	Jensen Investment Management Lake Oswego, Oregon	$199M	-$2.32M	1	2.83%	Reduced
113	Luther King Capital Management (LKCM) Fort Worth, Texas	$195M	-$2.03M	4	1.58%	Reduced
114	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$195M	+$26.8M	12	12.47%	Increased
115	APG Asset Management Amsterdam, Netherlands	$194M	+$15M	7	0.57%	Increased
116	Swiss National Bank Zurich, Switzerland	$190M	+$20.4M	22	0.74%	Increased
117	ACM Atlanta Capital Management Atlanta, Georgia	$187M	-$84.7M	2	1.23%	Reduced
118	Putnam Investments Boston, Massachusetts	$183M	+$37.6M	9	0.44%	Increased
119	BlackRock Japan Tokyo, Japan	$181M	-$3.02M	10	0.8%	Reduced
120	Loomis, Sayles & Company Boston, Massachusetts	$181M	-$1.83M	6	0.54%	Reduced
121	MTB Mizuho Trust & Banking Tokyo, Japan	$176M	-$4.34M	6	0.67%	Reduced
122	PNC Financial Services Group Pittsburgh, Pennsylvania	$172M	-$72.8M	27	0.23%	Reduced
123	Comerica Bank Dallas, Texas	$169M	-$16M	20	1.31%	Reduced
124	Victory Capital Management San Antonio, Texas	$169M	-$57.5M	7	1.19%	Reduced
125	Balyasny Asset Management Chicago, Illinois	$168M	+$88.5M	4	2.19%	Increased