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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	Jensen Investment Management Lake Oswego, Oregon	$269M	-$8.89M	1	4.05%	Reduced
102	First Trust Advisors Wheaton, Illinois	$264M	+$8.88M	25	1.1%	Increased
103	Artisan Partners Milwaukee, Wisconsin	$263M	+$30.6M	3	0.45%	Increased
104	Epoch Investment Partners New York	$263M	+$6.29M	3	1.03%	Increased
105	RhumbLine Advisers Boston, Massachusetts	$257M	-$6.8M	27	0.75%	Reduced
106	US Bancorp Minneapolis, Minnesota	$252M	-$5.32M	32	1%	Reduced
107	Bank of Montreal Toronto, Ontario, Canada	$250M	+$107M	34	0.28%	Increased
108	Axa Paris, France	$250M	+$91.6M	9	1.04%	Increased
109	National Rural Electric Cooperative Association Arlington, Virginia	$248M	+$168K	3	4.63%	Increased
110	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$242M	+$40M	11	0.84%	Increased
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$242M	-$2.54M	27	0.77%	Reduced
112	Bessemer Group Woodbridge, New Jersey	$228M	+$27M	12	1.4%	Increased
113	Russell Frank Company Seattle, Washington	$224M	-$14.6M	23	0.39%	Reduced
114	Swiss National Bank Zurich, Switzerland	$213M	+$16M	23	0.79%	Increased
115	Ruane, Cunniff & Goldfarb New York	$211M	+$115M	2	1.12%	Increased
116	Robeco Schweiz Zurich, Switzerland	$208M	+$4.5M	12	16.95%	Increased
117	DAC Dividend Assets Capital Ridgeland, South Carolina	$208M	+$10.7M	3	5.54%	Increased
118	Luther King Capital Management (LKCM) Fort Worth, Texas	$198M	+$8.02M	8	1.56%	Increased
119	Panagora Asset Management Boston, Massachusetts	$196M	+$64M	20	0.95%	Increased
120	MTB Mizuho Trust & Banking Tokyo, Japan	$195M	+$1.2M	7	0.7%	Increased
121	Loomis, Sayles & Company Boston, Massachusetts	$194M	-$8.09M	6	0.55%	Reduced
122	Millennium Management New York	$193M	-$40.4M	19	0.53%	Reduced
123	MCM Mason Capital Management New York	$193M	+$188M	1	2.29%	New
124	EA Euclid Advisors Hartford, Connecticut	$191M	-$53.7M	6	1.34%	Reduced
125	Winton Group London, United Kingdom	$190M	+$188M	7	1.3%	New