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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	Victory Capital Management San Antonio, Texas	$257M	+$16.5M	19	1.03%	Increased
102	AKRE Capital Management Middleburg, Virginia	$256M	+$32.8M	1	5.15%	Increased
103	Luther King Capital Management (LKCM) Fort Worth, Texas	$254M	+$15.5M	5	2.49%	Increased
104	PGGM Investments Zeist, Netherlands	$252M	+$91.6M	6	1.29%	Increased
105	DF Dent & Co Baltimore, Maryland	$246M	+$21.3M	2	6.9%	Increased
106	TimesSquare Capital Management New York	$245M	+$2.47M	3	1.62%	Increased
107	Renaissance Technologies New York	$243M	-$99.9M	26	0.46%	Reduced
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$240M	+$35.9M	25	0.76%	Increased
109	Davis Selected Advisers Tucson, Arizona	$236M	-$9.95M	1	1.04%	Reduced
110	Arrowstreet Capital Boston, Massachusetts	$233M	+$160M	15	0.77%	Increased
111	Two Sigma Advisers New York	$227M	+$27.6M	16	1.15%	Increased
112	Panagora Asset Management Boston, Massachusetts	$219M	+$26.5M	17	1.09%	Increased
113	EdgePoint Investment Group Toronto, Ontario, Canada	$213M	-$2.6M	1	3.73%	Reduced
114	Citadel Advisors Miami, Florida	$212M	-$12.5M	21	0.24%	Reduced
115	TD Asset Management Toronto, Ontario, Canada	$212M	+$3.15M	10	0.38%	Increased
116	MTB Mizuho Trust & Banking Tokyo, Japan	$211M	-$3.4M	6	0.65%	Reduced
117	BlackRock Japan Tokyo, Japan	$206M	+$3.12M	9	0.74%	Increased
118	Homestead Advisers Arlington, Virginia	$204M	$0	3	3.51%	Maintained
119	Aristotle Capital Management Los Angeles, California	$204M	+$2.38M	3	2.21%	Increased
120	Silvercrest Asset Management New York	$204M	+$20.8M	8	2.59%	Increased
121	STRS Ohio Columbus, Ohio	$199M	+$5.04M	21	0.88%	Increased
122	Bessemer Group Woodbridge, New Jersey	$197M	+$55.4M	16	1.08%	Increased
123	Waddell & Reed Financial Overland Park, Kansas	$197M	-$184M	4	0.41%	Reduced
124	Two Sigma Investments New York	$192M	-$18.1M	11	0.83%	Reduced
125	Chevy Chase Trust Bethesda, Maryland	$190M	-$1.03M	8	1.06%	Reduced