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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	Putnam Investments Boston, Massachusetts	$338M	-$92M	8	0.75%	Reduced
102	MVIP Mar Vista Investment Partners Los Angeles, California	$318M	-$12.2M	2	8.47%	Reduced
103	New York State Teachers Retirement System (NYSTRS) Albany, New York	$317M	-$64.8M	16	0.8%	Reduced
104	Chevy Chase Trust Bethesda, Maryland	$311M	-$30M	9	1.29%	Reduced
105	CI Investments Inc Toronto, Ontario, Canada	$310M	-$92.7M	4	1.73%	Reduced
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$308M	-$48.8M	30	0.8%	Reduced
107	US Bancorp Minneapolis, Minnesota	$303M	-$26.7M	35	0.84%	Reduced
108	TD Asset Management Toronto, Ontario, Canada	$298M	-$224M	15	0.45%	Reduced
109	Axa Paris, France	$286M	-$50.1M	9	1.12%	Reduced
110	Millennium Management New York	$286M	+$66.4M	26	0.43%	Increased
111	VOYA Investment Management Atlanta, Georgia	$279M	-$50.1M	28	0.6%	Reduced
112	HSBC Holdings London, United Kingdom	$272M	-$39.2M	17	0.52%	Reduced
113	Raymond James & Associates St Petersburg, Florida	$267M	-$61.2M	28	0.39%	Reduced
114	State of Wisconsin Investment Board Madison, Wisconsin	$256M	-$109M	14	0.71%	Reduced
115	IC Inverness Counsel New York	$255M	+$791K	3	13.02%	Increased
116	Sustainable Growth Advisers Stamford, Connecticut	$253M	-$40.5M	1	2.6%	Reduced
117	William Blair & Company Chicago, Illinois	$245M	-$2.62M	12	1.4%	Reduced
118	Vaughan Nelson Investment Management Houston, Texas	$243M	-$29M	3	3.22%	Reduced
119	M Mirova Paris, France	$242M	+$183M	6	21.36%	Increased
120	APG Asset Management Amsterdam, Netherlands	$240M	-$21.8M	9	0.41%	Reduced
121	Williams Jones & Associates New York	$238M	+$6.81M	6	4.94%	Increased
122	STRS Ohio Columbus, Ohio	$238M	-$11.9M	23	1.06%	Reduced
123	Lord, Abbett & Co Jersey City, New Jersey	$230M	-$183M	6	0.75%	Reduced
124	ACM Atlanta Capital Management Atlanta, Georgia	$228M	+$4.25M	2	1.02%	Increased
125	Eagle Capital Management (New York) New York	$228M	-$41.8M	1	0.8%	Reduced