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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	APG Asset Management Amsterdam, Netherlands	$343M	+$24.5M	9	0.59%	Increased
102	US Bancorp Minneapolis, Minnesota	$341M	+$18.5M	37	0.83%	Increased
103	Eaton Vance Management Boston, Massachusetts	$339M	+$2.19M	15	0.62%	Increased
104	Schroder Investment Management Group London, United Kingdom	$327M	+$85.5M	12	0.52%	Increased
105	Millennium Management New York	$323M	-$102M	29	0.4%	Reduced
106	Chevy Chase Trust Bethesda, Maryland	$321M	+$875K	8	1.27%	Increased
107	Ninety One (UK) London, United Kingdom	$303M	+$87.6M	3	1.09%	Increased
108	State Board of Administration of Florida Retirement System Tallahassee, Florida	$300M	-$2.5M	31	0.68%	Reduced
109	Mirova US Boston, Massachusetts	$296M	+$78M	5	16.92%	Increased
110	Putnam Investments Boston, Massachusetts	$294M	-$41.8M	6	0.58%	Reduced
111	Robeco Schweiz Zurich, Switzerland	$290M	-$608K	9	8.6%	Reduced
112	New York State Teachers Retirement System (NYSTRS) Albany, New York	$286M	-$11M	19	0.69%	Reduced
113	Magellan Asset Management Sydney, Australia	$278M	+$30.9M	6	0.71%	Increased
114	Swedbank Stockholm, Sweden	$277M	+$14.4M	2	0.95%	Increased
115	TD Asset Management Toronto, Ontario, Canada	$277M	-$176K	18	0.38%	Reduced
116	William Blair & Company Chicago, Illinois	$275M	+$21.8M	14	1.17%	Increased
117	Artisan Partners Milwaukee, Wisconsin	$274M	-$54.1M	3	0.39%	Reduced
118	Raymond James & Associates St Petersburg, Florida	$273M	+$6.96M	28	0.34%	Increased
119	Jennison Associates New York	$272M	+$10.4M	6	0.22%	Increased
120	Brookfield Corp Toronto, Ontario, Canada	$271M	+$6.26M	6	1.49%	Increased
121	Williams Jones Wealth Management New York	$270M	+$26.9M	7	5%	Increased
122	Citigroup New York	$268M	-$13.2M	42	0.17%	Reduced
123	State Farm Mutual Automobile Insurance Bloomington, Illinois	$268M	+$6.03M	2	0.34%	Increased
124	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$267M	$0	7	0.7%	Maintained
125	Prudential Financial Newark, New Jersey	$266M	-$22.2M	25	0.49%	Reduced