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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	Royce & Associates New York	$282M	-$7.17M	17	1.84%	Reduced
102	Schroder Investment Management Group London, United Kingdom	$271M	-$98.1M	9	0.49%	Reduced
103	State Board of Administration of Florida Retirement System Tallahassee, Florida	$270M	-$1.3M	25	0.78%	Reduced
104	Aristotle Capital Management Los Angeles, California	$269M	+$509K	2	2.44%	Increased
105	APG Asset Management Amsterdam, Netherlands	$268M	-$5.55M	6	0.49%	Reduced
106	Ruane, Cunniff & Goldfarb New York	$267M	-$5.56M	1	2.52%	Reduced
107	Bank of Montreal Toronto, Ontario, Canada	$260M	-$12.7M	31	0.25%	Reduced
108	PGGM Investments Zeist, Netherlands	$254M	-$7.48M	6	1.31%	Reduced
109	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$250M	+$43.7M	35	0.32%	Increased
110	Barclays London, United Kingdom	$249M	+$13.4M	34	0.27%	Increased
111	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$247M	+$58.6M	9	0.64%	Increased
112	Ninety One (UK) London, United Kingdom	$246M	+$79.4M	2	1.21%	Increased
113	Two Sigma Investments New York	$244M	-$34.8M	18	0.82%	Reduced
114	Nordea Investment Management Stockholm, Sweden	$243M	-$14.5M	9	0.64%	Reduced
115	Homestead Advisers Arlington, Virginia	$241M	-$22.7M	3	3.84%	Reduced
116	NIM NXG Investment Management Dallas, Texas	$239M	+$6.88M	4	6.59%	Increased
117	EdgePoint Investment Group Toronto, Ontario, Canada	$229M	-$23.1M	1	3.87%	Reduced
118	JP Jana Partners New York	$226M	+$218M	1	4.19%	New
119	HSBC Holdings London, United Kingdom	$222M	+$4.52M	12	0.46%	Increased
120	Chevy Chase Trust Bethesda, Maryland	$222M	+$3.03M	8	1.09%	Increased
121	TCW Group Los Angeles, California	$219M	-$18.2M	5	1.82%	Reduced
122	Winslow Capital Management Minneapolis, Minnesota	$215M	-$31.2M	1	1.03%	Reduced
123	Putnam Investments Boston, Massachusetts	$214M	-$11.5M	8	0.5%	Reduced
124	Raymond James & Associates St Petersburg, Florida	$212M	+$13.7M	18	0.49%	Increased
125	ALPS Advisors Denver, Colorado	$212M	+$29.4M	3	1.46%	Increased