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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	HSBC Holdings London, United Kingdom	$251M	+$52.9M	14	0.71%	Increased
102	Ruane, Cunniff & Goldfarb New York	$249M	-$10.7M	2	1.94%	Reduced
103	DAC Dividend Assets Capital Ridgeland, South Carolina	$248M	-$8.45M	3	7.11%	Reduced
104	RhumbLine Advisers Boston, Massachusetts	$242M	+$10.6M	28	0.75%	Increased
105	Luther King Capital Management (LKCM) Fort Worth, Texas	$241M	+$13.2M	5	2.4%	Increased
106	Putnam Investments Boston, Massachusetts	$240M	-$12.6M	6	0.57%	Reduced
107	AKRE Capital Management Middleburg, Virginia	$240M	-$6.58M	1	5.05%	Reduced
108	TimesSquare Capital Management New York	$236M	+$7.42M	2	1.54%	Increased
109	Davis Selected Advisers Tucson, Arizona	$231M	-$28.2M	1	1.02%	Reduced
110	DF Dent & Co Baltimore, Maryland	$225M	+$5.54M	2	6.54%	Increased
111	Citadel Advisors Miami, Florida	$224M	+$5.01M	20	0.28%	Increased
112	LCS Levin Capital Strategies New York	$224M	-$43.8M	2	4.05%	Reduced
113	EdgePoint Investment Group Toronto, Ontario, Canada	$222M	+$16.6M	1	3.85%	Increased
114	Fidelity International Hamilton, Bermuda	$218M	-$9.06M	3	0.67%	Reduced
115	Victory Capital Management San Antonio, Texas	$215M	+$26.5M	19	0.89%	Increased
116	VFA Virtus Fund Advisers Hartford, Connecticut	$215M	+$3.23M	7	1.9%	Increased
117	Two Sigma Investments New York	$212M	+$33.4M	13	1.01%	Increased
118	Homestead Advisers Arlington, Virginia	$209M	+$197M	3	3.74%	New
119	MTB Mizuho Trust & Banking Tokyo, Japan	$209M	+$8.66M	7	0.66%	Increased
120	Aristotle Capital Management Los Angeles, California	$206M	+$3.29M	3	2.39%	Increased
121	Two Sigma Advisers New York	$204M	+$22.3M	17	1.14%	Increased
122	TD Asset Management Toronto, Ontario, Canada	$196M	-$5.04M	10	0.37%	Reduced
123	State Board of Administration of Florida Retirement System Tallahassee, Florida	$196M	-$4.35M	26	0.75%	Reduced
124	BlackRock Japan Tokyo, Japan	$195M	-$1.44M	9	0.72%	Reduced
125	Panagora Asset Management Boston, Massachusetts	$191M	+$72.2M	18	0.95%	Increased