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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	US Bancorp Minneapolis, Minnesota	$378M	-$7.83M	36	0.63%	Reduced
102	BNP Paribas Asset Management Paris, France	$371M	+$54.2M	9	1.29%	Increased
103	Bank of Montreal Toronto, Ontario, Canada	$359M	-$71.3M	31	0.17%	Reduced
104	NI Nuance Investments Kansas City, Missouri	$359M	+$22.2M	5	6.41%	Increased
105	GAMCO Investors Greenwich, Connecticut	$357M	-$4.73M	17	3.22%	Reduced
106	AQR Capital Management Greenwich, Connecticut	$353M	+$46.7M	27	0.67%	Increased
107	Ninety One (UK) London, United Kingdom	$352M	+$39.6M	3	0.9%	Increased
108	Mairs & Power Inc St Paul, Minnesota	$348M	-$2.91M	5	3.5%	Reduced
109	HSBC Holdings London, United Kingdom	$338M	-$24.5M	24	0.41%	Reduced
110	Findlay Park Partners London, United Kingdom	$336M	+$76.4M	1	2.54%	Increased
111	Canada Life Winnipeg, Manitoba, Canada	$333M	+$10.4M	27	0.69%	Increased
112	APG Asset Management Amsterdam, Netherlands	$331M	-$1.65M	12	0.63%	Reduced
113	Jennison Associates New York	$324M	+$48.7M	7	0.24%	Increased
114	Fort Washington Investment Advisors Cincinnati, Ohio	$323M	+$8.92M	7	2.05%	Increased
115	Marshall Wace London, United Kingdom	$319M	+$197M	17	0.6%	Increased
116	CCM Cantillon Capital Management New York	$318M	+$9.91M	1	2.27%	Increased
117	Axa Paris, France	$313M	-$71.9M	15	0.89%	Reduced
118	C WorldWide Group Copenhagen, Denmark	$312M	-$9.16M	2	3.4%	Reduced
119	State Board of Administration of Florida Retirement System Tallahassee, Florida	$309M	+$1.62M	30	0.6%	Increased
120	Storebrand Asset Management Lysaker, Norway	$308M	-$17.6M	16	1.45%	Reduced
121	Envestnet Asset Management Chicago, Illinois	$305M	-$44.5M	26	0.15%	Reduced
122	Stockbridge Partners Boston, Massachusetts	$301M	$0	1	6.5%	Maintained
123	Williams Jones Wealth Management New York	$301M	-$10.8M	8	4.2%	Reduced
124	State of Wisconsin Investment Board Madison, Wisconsin	$299M	+$14.1M	24	0.62%	Increased
125	DekaBank Deutsche Girozentrale Frankfurt, Germany	$297M	+$13.2M	16	0.72%	Increased