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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	Ruane, Cunniff & Goldfarb New York	$268M	-$79K	1	2.51%	Reduced
102	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$263M	-$24.1M	1	2.52%	Reduced
103	PGGM Investments Zeist, Netherlands	$260M	+$1.51M	6	1.3%	Increased
104	APG Asset Management Amsterdam, Netherlands	$259M	-$17.6M	7	0.45%	Reduced
105	Renaissance Technologies New York	$259M	+$26.7M	27	0.46%	Increased
106	Bank of Montreal Toronto, Ontario, Canada	$257M	-$53.3M	30	0.28%	Reduced
107	Emerald Acquisition Seattle, Washington	$256M	-$169M	25	0.49%	Reduced
108	Barclays London, United Kingdom	$250M	+$70.6M	31	0.28%	Increased
109	State Board of Administration of Florida Retirement System Tallahassee, Florida	$245M	-$2.22M	25	0.76%	Reduced
110	EdgePoint Investment Group Toronto, Ontario, Canada	$232M	-$661K	1	3.79%	Reduced
111	TimesSquare Capital Management New York	$232M	-$27.6M	3	1.5%	Reduced
112	Winslow Capital Management Minneapolis, Minnesota	$231M	-$43.2M	1	0.96%	Reduced
113	Davis Selected Advisers Tucson, Arizona	$229M	-$12.9M	1	1%	Reduced
114	First Trust Advisors Wheaton, Illinois	$227M	+$33.6M	26	0.68%	Increased
115	Two Sigma Investments New York	$226M	+$26.5M	16	0.82%	Increased
116	Panagora Asset Management Boston, Massachusetts	$223M	-$10.9M	21	1.06%	Reduced
117	MTB Mizuho Trust & Banking Tokyo, Japan	$222M	+$4.57M	6	0.66%	Increased
118	Aristotle Capital Management Los Angeles, California	$218M	+$4.73M	3	2.26%	Increased
119	Homestead Advisers Arlington, Virginia	$218M	$0	3	3.6%	Maintained
120	BlackRock Japan Tokyo, Japan	$211M	-$1.23M	11	0.72%	Reduced
121	TD Asset Management Toronto, Ontario, Canada	$208M	-$2.66M	11	0.36%	Reduced
122	Nordea Investment Management Stockholm, Sweden	$204M	+$29M	8	0.53%	Increased
123	STRS Ohio Columbus, Ohio	$202M	-$5.73M	20	0.9%	Reduced
124	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$201M	+$8.44M	33	0.3%	Increased
125	Select Equity Group New York	$200M	+$19.5M	3	1.73%	Increased