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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	Baillie Gifford & Co Edinburgh, United Kingdom	$379M	+$50.3M	2	0.18%	Increased
102	Storebrand Asset Management Lysaker, Norway	$370M	+$21.9M	17	1.8%	Increased
103	Renaissance Technologies New York	$369M	+$35.2M	31	0.46%	Increased
104	Prudential Financial Newark, New Jersey	$367M	+$39.5M	24	0.5%	Increased
105	Stockbridge Partners Boston, Massachusetts	$364M	$0	1	7.74%	Maintained
106	APG Asset Management Amsterdam, Netherlands	$362M	-$71.9M	9	0.61%	Reduced
107	Durable Capital Partners Bethesda, Maryland	$362M	+$84.5M	1	2.67%	Increased
108	HSBC Holdings London, United Kingdom	$359M	-$78.7M	21	0.38%	Reduced
109	TD Asset Management Toronto, Ontario, Canada	$349M	-$6.84M	16	0.35%	Reduced
110	William Blair & Company Chicago, Illinois	$342M	+$16.4M	14	1.18%	Increased
111	Citigroup New York	$338M	+$17.9M	43	0.2%	Increased
112	Mirae Asset Global Investments Seoul, South Korea	$338M	+$150M	18	0.94%	Increased
113	Williams Jones Wealth Management New York	$330M	+$10.1M	7	4.62%	Increased
114	State Board of Administration of Florida Retirement System Tallahassee, Florida	$330M	-$7.73M	27	0.62%	Reduced
115	Artisan Partners Milwaukee, Wisconsin	$327M	+$236M	2	0.39%	Increased
116	Putnam Investments Boston, Massachusetts	$327M	+$1.55M	4	0.51%	Increased
117	Russell Investments Group London, United Kingdom	$326M	-$45.3M	33	0.55%	Reduced
118	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$314M	+$2.77M	7	0.6%	Increased
119	Federated Hermes Pittsburgh, Pennsylvania	$302M	-$133M	21	0.56%	Reduced
120	AQR Capital Management Greenwich, Connecticut	$298M	-$21.8M	28	0.52%	Reduced
121	CI Investments Inc Toronto, Ontario, Canada	$295M	-$5.6M	14	1.08%	Reduced
122	Chevy Chase Trust Bethesda, Maryland	$294M	-$13.3M	9	1%	Reduced
123	Baird Financial Group Milwaukee, Wisconsin	$291M	+$39M	17	0.76%	Increased
124	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$288M	-$21.5M	12	0.61%	Reduced
125	New York State Teachers Retirement System (NYSTRS) Albany, New York	$288M	-$19.3M	19	0.6%	Reduced