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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	Eaton Vance Management Boston, Massachusetts	$402M	+$52.5M	11	0.97%	Increased
102	Adage Capital Partners Boston, Massachusetts	$399M	-$108M	7	0.9%	Reduced
103	Stifel Financial St. Louis, Missouri	$396M	-$56.3M	22	1.26%	Reduced
104	State of Wisconsin Investment Board Madison, Wisconsin	$396M	+$2.17M	14	1.09%	Increased
105	Swedbank Stockholm, Sweden	$385M	-$33.1M	2	2.09%	Reduced
106	Schroder Investment Management Group London, United Kingdom	$380M	+$31.9M	9	0.62%	Increased
107	Harding Loevner Bridgewater, New Jersey	$378M	-$8.44M	2	2.15%	Reduced
108	First Trust Advisors Wheaton, Illinois	$376M	+$39.7M	28	0.89%	Increased
109	US Bancorp Minneapolis, Minnesota	$375M	-$3.61M	34	1.15%	Reduced
110	Ruane, Cunniff & Goldfarb New York	$374M	-$1.27M	1	3.07%	Reduced
111	Citadel Advisors Miami, Florida	$360M	-$88.1M	28	0.22%	Reduced
112	Axa Paris, France	$356M	-$7.91M	7	1.4%	Reduced
113	Raymond James & Associates St Petersburg, Florida	$354M	+$18.2M	29	0.65%	Increased
114	KBC Group Brussels, Belgium	$350M	+$29.1M	28	2.99%	Increased
115	CCM Cantillon Capital Management New York	$348M	-$23.7M	1	4.12%	Reduced
116	Chevy Chase Trust Bethesda, Maryland	$347M	+$1.11M	9	1.5%	Increased
117	Aristotle Capital Management Los Angeles, California	$341M	+$20.4M	3	2.36%	Increased
118	Jensen Investment Management Lake Oswego, Oregon	$341M	+$1.78M	2	4.35%	Increased
119	Waddell & Reed Financial Overland Park, Kansas	$338M	+$36.4M	3	0.75%	Increased
120	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$331M	$0	1	2.69%	Maintained
121	Royce & Associates New York	$315M	-$19.7M	19	2.1%	Reduced
122	DF Dent & Co Baltimore, Maryland	$311M	-$25.4M	4	7.83%	Reduced
123	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$308M	+$243M	6	0.71%	Increased
124	APG Asset Management Amsterdam, Netherlands	$304M	-$61.9M	7	0.56%	Reduced
125	SP SCF Partners Houston, Texas	$295M	+$260M	1	48.05%	New