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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	BP Berkshire Partners Boston, Massachusetts	$258M	$0	1	46.97%	Maintained
102	Jennison Associates New York	$257M	-$19.7M	7	0.31%	Reduced
103	TD Asset Management Toronto, Ontario, Canada	$253M	-$22.2M	17	0.43%	Reduced
104	Chevy Chase Trust Bethesda, Maryland	$251M	+$1.74M	7	1.17%	Increased
105	Bessemer Group Woodbridge, New Jersey	$248M	-$12.8M	19	1%	Reduced
106	Axa Paris, France	$244M	+$17M	16	1.22%	Increased
107	Robeco Schweiz Zurich, Switzerland	$240M	+$37.5M	9	10.28%	Increased
108	US Bancorp Minneapolis, Minnesota	$237M	+$10M	37	0.74%	Increased
109	Artisan Partners Milwaukee, Wisconsin	$236M	-$71.5M	2	0.51%	Reduced
110	MVIP Mar Vista Investment Partners Los Angeles, California	$235M	-$17.2M	2	7.14%	Reduced
111	State Board of Administration of Florida Retirement System Tallahassee, Florida	$231M	+$288K	30	0.7%	Increased
112	New York State Teachers Retirement System (NYSTRS) Albany, New York	$230M	-$8.26M	18	0.69%	Reduced
113	Swedbank Stockholm, Sweden	$214M	+$19M	2	1.06%	Increased
114	IC Inverness Counsel New York	$208M	-$12.3M	2	13.07%	Reduced
115	Magellan Asset Management Sydney, Australia	$205M	+$35.4M	5	0.71%	Increased
116	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$204M	+$50.8M	10	0.64%	Increased
117	Raymond James & Associates St Petersburg, Florida	$204M	+$208K	26	0.32%	Increased
118	William Blair & Company Chicago, Illinois	$197M	-$1.6M	14	1.23%	Reduced
119	Aperio Group Sausalito, California	$193M	+$12.2M	29	0.85%	Increased
120	Williams Jones Wealth Management New York	$192M	-$15.6M	6	5.02%	Reduced
121	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$192M	+$2.05M	6	0.65%	Increased
122	BNP Paribas Financial Markets Paris, France	$190M	+$44.7M	36	0.39%	Increased
123	Storebrand Asset Management Lysaker, Norway	$190M	+$219M	17	1.97%	New
124	Millennium Management New York	$181M	-$94.9M	30	0.41%	Reduced
125	Korea Investment Corp Seoul, South Korea	$181M	+$12.2M	9	0.79%	Increased