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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	Two Sigma Advisers New York	$284M	-$13.2M	21	0.94%	Reduced
102	Ruane, Cunniff & Goldfarb New York	$283M	+$19.7M	1	2.62%	Increased
103	State Board of Administration of Florida Retirement System Tallahassee, Florida	$283M	+$3.75M	26	0.8%	Increased
104	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$281M	+$20.4M	36	0.34%	Increased
105	Aristotle Capital Management Los Angeles, California	$279M	+$12.8M	2	2.33%	Increased
106	Maverick Capital Dallas, Texas	$275M	+$273M	1	3.44%	New
107	Ninety One (UK) London, United Kingdom	$265M	+$21M	2	1.26%	Increased
108	First Trust Advisors Wheaton, Illinois	$263M	-$37.4M	27	0.7%	Reduced
109	Nordea Investment Management Stockholm, Sweden	$257M	+$14.9M	10	0.65%	Increased
110	Eaton Vance Management Boston, Massachusetts	$248M	+$49.4M	10	0.65%	Increased
111	PointState Capital New York	$240M	-$364M	2	2.61%	Reduced
112	State of Wisconsin Investment Board Madison, Wisconsin	$237M	+$41.5M	13	0.77%	Increased
113	Chevy Chase Trust Bethesda, Maryland	$236M	+$4.82M	8	1.13%	Increased
114	TD Asset Management Toronto, Ontario, Canada	$233M	+$13.6M	9	0.37%	Increased
115	Homestead Advisers Arlington, Virginia	$233M	-$6.84M	2	3.64%	Reduced
116	Putnam Investments Boston, Massachusetts	$232M	+$26.2M	11	0.54%	Increased
117	Raymond James & Associates St Petersburg, Florida	$230M	+$10.2M	22	0.5%	Increased
118	Adage Capital Partners Boston, Massachusetts	$230M	+$18.6M	7	0.56%	Increased
119	PGGM Investments Zeist, Netherlands	$224M	-$41.1M	6	1.15%	Reduced
120	Citigroup New York	$222M	+$27.3M	40	0.2%	Increased
121	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$221M	-$27.3M	9	0.5%	Reduced
122	TCW Group Los Angeles, California	$214M	-$9.99M	6	1.78%	Reduced
123	Federated Hermes Pittsburgh, Pennsylvania	$213M	-$1.6M	15	0.61%	Reduced
124	AC Alleghany Corporation New York	$208M	+$8.86K	1	7.73%	Increased
125	Renaissance Technologies New York	$208M	-$251M	26	0.27%	Reduced