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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	Storebrand Asset Management Lysaker, Norway	$491M	+$26.9M	21	1.3%	Increased
102	VOYA Investment Management Atlanta, Georgia	$489M	-$44.4M	26	0.49%	Reduced
103	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$485M	+$10M	8	0.38%	Increased
104	Handelsbanken Fonder Stockholm, Sweden	$477M	+$52.3M	22	1.51%	Increased
105	Jane Street New York	$477M	+$275M	42	0.07%	Increased
106	New York State Common Retirement Fund Albany, New York	$469M	-$21.3M	37	0.61%	Reduced
107	Liontrust Investment Partners London, United Kingdom	$467M	+$5.71M	6	6.83%	Increased
108	Royal London Asset Management United Kingdom	$461M	+$41.7M	10	0.99%	Increased
109	DF Dent & Co Baltimore, Maryland	$456M	+$904K	6	5.9%	Increased
110	Capital Research Global Investors Los Angeles, California	$447M	+$3.17M	2	0.08%	Increased
111	Flossbach Von Storch Cologne, Germany	$447M	+$270M	1	1.76%	Increased
112	Duff & Phelps Investment Management Chicago, Illinois	$438M	-$2.64M	16	4.96%	Reduced
113	Stifel Financial St. Louis, Missouri	$434M	+$4.69M	34	0.4%	Increased
114	BNP Paribas Asset Management Paris, France	$433M	-$213M	20	1.12%	Reduced
115	Aviva London, United Kingdom	$423M	+$58.2M	14	0.77%	Increased
116	Voloridge Investment Management Jupiter, Florida	$416M	+$168M	16	1.4%	Increased
117	Sands Capital Management Arlington, Virginia	$415M	+$84.7M	2	1.15%	Increased
118	US Bancorp Minneapolis, Minnesota	$412M	-$693K	38	0.49%	Reduced
119	Natixis Advisors Boston, Massachusetts	$411M	-$15.8M	21	0.6%	Reduced
120	Holocene Advisors New York	$411M	+$190M	13	0.94%	Increased
121	Bank of Montreal Toronto, Ontario, Canada	$409M	+$5.23M	30	0.16%	Increased
122	CIBC Private Wealth Group Atlanta, Georgia	$404M	-$8.2M	35	0.69%	Reduced
123	CIP Champlain Investment Partners Burlington, Vermont	$398M	-$73M	3	3%	Reduced
124	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$397M	+$22.6M	26	0.66%	Increased
125	Bessemer Group Woodbridge, New Jersey	$396M	-$9.06M	27	0.61%	Reduced