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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	Barclays London, United Kingdom	$258M	+$89.6M	29	0.3%	Increased
102	HSBC Holdings London, United Kingdom	$248M	-$24M	15	0.48%	Reduced
103	RhumbLine Advisers Boston, Massachusetts	$240M	-$1.29M	28	0.69%	Reduced
104	Millennium Management New York	$238M	+$39.6M	18	0.44%	Increased
105	Lord, Abbett & Co Jersey City, New Jersey	$238M	-$15.1M	8	0.6%	Reduced
106	DF Dent & Co Baltimore, Maryland	$234M	-$8.58M	3	5.76%	Reduced
107	Swedbank Stockholm, Sweden	$230M	-$433K	1	1.79%	Reduced
108	National Rural Electric Cooperative Association Arlington, Virginia	$227M	$0	3	3.7%	Maintained
109	STRS Ohio Columbus, Ohio	$226M	-$22.6M	15	1%	Reduced
110	YCMGA York Capital Management Global Advisors New York	$225M	-$49M	1	1.54%	Reduced
111	PNC Financial Services Group Pittsburgh, Pennsylvania	$224M	-$4.75M	34	0.25%	Reduced
112	Soros Fund Management New York	$222M	-$26M	1	2.19%	Reduced
113	AKRE Capital Management Middleburg, Virginia	$215M	+$17.1M	1	5.46%	Increased
114	Gotham Asset Management New York	$215M	-$42.7M	11	1.64%	Reduced
115	SC Sasco Capital Fairfield, Connecticut	$214M	-$144M	1	2.4%	Reduced
116	State of New Jersey Common Pension Fund D Trenton, New Jersey	$212M	-$30.5M	11	0.83%	Reduced
117	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$208M	-$14.3M	10	0.77%	Reduced
118	State Board of Administration of Florida Retirement System Tallahassee, Florida	$208M	-$20M	27	0.71%	Reduced
119	Loomis, Sayles & Company Boston, Massachusetts	$206M	+$39.6M	6	0.57%	Increased
120	Luther King Capital Management (LKCM) Fort Worth, Texas	$205M	-$11.2M	7	1.72%	Reduced
121	First Trust Advisors Wheaton, Illinois	$204M	-$5.12M	27	0.6%	Reduced
122	Bank of Montreal Toronto, Ontario, Canada	$203M	-$91.9M	28	0.23%	Reduced
123	Stifel Financial St. Louis, Missouri	$199M	+$2.54M	18	1.09%	Increased
124	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$196M	-$57.7M	2	2.2%	Reduced
125	Sarasin & Partners London, United Kingdom	$194M	-$15.9M	5	2.97%	Reduced