← All themes

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	US Bancorp Minneapolis, Minnesota	$254M	+$639K	32	1.04%	Increased
102	Epoch Investment Partners New York	$248M	+$6.2M	3	1%	Increased
103	First Trust Advisors Wheaton, Illinois	$247M	+$12.6M	26	1.08%	Increased
104	State Board of Administration of Florida Retirement System Tallahassee, Florida	$238M	-$26.1M	28	0.77%	Reduced
105	EA Euclid Advisors Hartford, Connecticut	$237M	+$62.9M	6	1.79%	Increased
106	Russell Frank Company Seattle, Washington	$234M	-$25.5M	24	0.41%	Reduced
107	Citigroup New York	$231M	+$52M	38	0.24%	Increased
108	Swedbank Stockholm, Sweden	$230M	+$182M	1	1.79%	New
109	Harding Loevner Bridgewater, New Jersey	$230M	-$1.4M	1	1.75%	Reduced
110	APG Asset Management Amsterdam, Netherlands	$226M	+$20.8M	8	0.59%	Increased
111	Millennium Management New York	$224M	+$71.1M	15	0.65%	Increased
112	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$223M	+$45.1M	13	6.43%	Increased
113	National Rural Electric Cooperative Association Arlington, Virginia	$222M	-$9.27M	3	4.41%	Reduced
114	PIM Platinum Investment Management Sydney Australia 2000, Australia	$214M	-$21.8M	1	3.81%	Reduced
115	Sarasin & Partners London, United Kingdom	$213M	+$2.47M	5	3.03%	Increased
116	GTP Global Thematic Partners New York	$202M	-$86.3M	1	3.29%	Reduced
117	Robeco Schweiz Zurich, Switzerland	$196M	-$26.5M	10	17.03%	Reduced
118	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$194M	+$30.5M	11	0.77%	Increased
119	Carmignac Gestion Paris, France	$194M	+$190M	1	1.42%	New
120	Swiss National Bank Zurich, Switzerland	$191M	-$6.92M	22	0.75%	Reduced
121	Loomis, Sayles & Company Boston, Massachusetts	$190M	-$4.06M	7	0.54%	Reduced
122	Victory Capital Management San Antonio, Texas	$189M	+$11.3M	7	1.28%	Increased
123	Bessemer Group Woodbridge, New Jersey	$187M	+$8.75M	12	1.26%	Increased
124	FC Fairpointe Capital Chicago, Illinois	$187M	-$28M	1	2.54%	Reduced
125	Luther King Capital Management (LKCM) Fort Worth, Texas	$185M	-$2.74M	4	1.5%	Reduced