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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	Chevy Chase Trust Bethesda, Maryland	$309M	-$6.24M	8	1.25%	Reduced
102	US Bancorp Minneapolis, Minnesota	$308M	+$8.28M	38	0.81%	Increased
103	EC Eminence Capital New York	$301M	+$155M	1	2.99%	Increased
104	NI Nuance Investments Kansas City, Missouri	$296M	+$139M	7	7.68%	Increased
105	Maverick Capital Dallas, Texas	$288M	-$227M	7	6.05%	Reduced
106	State Board of Administration of Florida Retirement System Tallahassee, Florida	$286M	+$3.25M	31	0.71%	Increased
107	New York State Teachers Retirement System (NYSTRS) Albany, New York	$280M	+$259K	17	0.7%	Increased
108	Axa Paris, France	$280M	-$13.7M	16	1.1%	Reduced
109	Prudential Financial Newark, New Jersey	$269M	-$107M	24	0.51%	Reduced
110	HSBC Holdings London, United Kingdom	$265M	+$50.3M	23	0.5%	Increased
111	Sustainable Growth Advisers Stamford, Connecticut	$264M	+$42.7M	1	1.93%	Increased
112	TD Asset Management Toronto, Ontario, Canada	$262M	-$35.6M	18	0.37%	Reduced
113	Swedbank Stockholm, Sweden	$261M	-$10.6M	2	0.95%	Reduced
114	Citigroup New York	$261M	+$60.3M	43	0.2%	Increased
115	Robeco Schweiz Zurich, Switzerland	$261M	-$26.7M	9	9.36%	Reduced
116	Durable Capital Partners Bethesda, Maryland	$254M	+$54M	1	3.16%	Increased
117	Raymond James & Associates St Petersburg, Florida	$252M	+$4.25M	27	0.34%	Increased
118	Jennison Associates New York	$252M	-$31.9M	6	0.23%	Reduced
119	State Farm Mutual Automobile Insurance Bloomington, Illinois	$251M	$0	2	0.35%	Maintained
120	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$250M	+$11.3M	7	0.71%	Increased
121	William Blair & Company Chicago, Illinois	$248M	+$3.98M	13	1.18%	Increased
122	IC Inverness Counsel New York	$240M	-$17.8M	2	11.94%	Reduced
123	Williams Jones Wealth Management New York	$239M	-$900K	6	4.89%	Reduced
124	STRS Ohio Columbus, Ohio	$236M	+$17M	27	1.03%	Increased
125	Brookfield Corp Toronto, Ontario, Canada	$236M	+$228M	3	1.34%	New