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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	New York State Common Retirement Fund Albany, New York	$479M	-$43.3M	37	0.65%	Reduced
102	Vontobel Holding Zurich, Switzerland	$479M	+$5.55M	16	1.55%	Increased
103	LPL Financial San Diego, California	$473M	+$20.1M	36	0.21%	Increased
104	Loomis, Sayles & Company Boston, Massachusetts	$470M	+$70.7M	6	0.62%	Increased
105	Axa Paris, France	$467M	-$52.7M	15	1.38%	Reduced
106	DF Dent & Co Baltimore, Maryland	$467M	-$74.9M	5	5.68%	Reduced
107	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$463M	+$20.7M	31	0.41%	Increased
108	CIBC Private Wealth Group Atlanta, Georgia	$457M	-$50.7M	28	0.82%	Reduced
109	Canada Life Winnipeg, Manitoba, Canada	$456M	+$12.7M	25	0.79%	Increased
110	Stifel Financial St. Louis, Missouri	$444M	-$8.07M	32	0.47%	Reduced
111	Man Group London, United Kingdom	$432M	-$72.8M	25	1.13%	Reduced
112	Thrivent Financial for Lutherans Minneapolis, Minnesota	$430M	+$35.9M	24	0.82%	Increased
113	US Bancorp Minneapolis, Minnesota	$426M	-$5.09M	38	0.55%	Reduced
114	Liontrust Investment Partners London, United Kingdom	$425M	$0	3	6.04%	Maintained
115	Qube Research & Technologies (QRT) London, United Kingdom	$424M	+$63.5M	26	0.63%	Increased
116	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$423M	$0	1	2.33%	Maintained
117	Sustainable Growth Advisers Stamford, Connecticut	$418M	-$9.88M	1	1.77%	Reduced
118	ClearBridge Investments New York	$416M	-$9.64M	7	0.33%	Reduced
119	Citigroup New York	$398M	+$31M	42	0.23%	Increased
120	Williams Jones Wealth Management New York	$393M	+$9.36M	9	4.61%	Increased
121	Two Sigma Investments New York	$387M	+$58M	25	0.85%	Increased
122	Robeco Institutional Asset Management Rotterdam, Netherlands	$386M	+$32M	14	0.77%	Increased
123	Nomura Asset Management Tokyo, Japan	$380M	-$12.6M	14	1.17%	Reduced
124	Candriam SCA Strassen, Luxembourg, Luxembourg	$375M	+$17.8M	14	2.15%	Increased
125	GAMCO Investors Greenwich, Connecticut	$368M	-$7.37M	14	3.76%	Reduced