← All themes

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
126	MTB Mizuho Trust & Banking Tokyo, Japan	$185M	-$2.15M	6	0.69%	Reduced
127	DAC Dividend Assets Capital Ridgeland, South Carolina	$183M	+$22.8M	3	5.42%	Increased
128	SG Americas Securities New York	$183M	+$35.7M	14	0.79%	Increased
129	BlackRock Japan Tokyo, Japan	$179M	-$10.5M	12	0.8%	Reduced
130	Comerica Bank Dallas, Texas	$174M	-$2.41M	21	1.33%	Reduced
131	PNC Financial Services Group Pittsburgh, Pennsylvania	$174M	-$7.06M	31	0.23%	Reduced
132	TCW Group Los Angeles, California	$174M	+$1.24M	6	0.72%	Increased
133	Citadel Advisors Miami, Florida	$173M	+$31.9M	20	0.2%	Increased
134	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$163M	+$14.8M	7	0.49%	Increased
135	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$160M	-$11.3M	30	0.26%	Reduced
136	State of Wisconsin Investment Board Madison, Wisconsin	$158M	-$4.68M	12	0.6%	Reduced
137	LBG Lloyds Banking Group London, United Kingdom	$158M	+$14.7M	7	1.41%	Increased
138	ACM Atlanta Capital Management Atlanta, Georgia	$158M	-$33M	2	1.08%	Reduced
139	NFA Nationwide Fund Advisors Columbus, Ohio	$155M	-$6.12M	25	0.72%	Reduced
140	State of Tennessee, Department of Treasury Nashville, Tennessee	$155M	+$47.1M	14	0.9%	Increased
141	TD Asset Management Toronto, Ontario, Canada	$154M	+$2.93M	10	0.28%	Increased
142	BAMCO Inc New York	$152M	-$6.16M	4	0.62%	Reduced
143	Cambiar Investors Denver, Colorado	$152M	-$5.61M	2	2.25%	Reduced
144	Barclays London, United Kingdom	$151M	-$219M	31	0.17%	Reduced
145	Perkins Investment Management Chicago, Illinois	$150M	+$29.6M	2	1.15%	Increased
146	CI Investments Inc Toronto, Ontario, Canada	$148M	-$4.96M	2	1.56%	Reduced
147	Beck Mack & Oliver New York	$144M	-$3.31M	2	3.36%	Reduced
148	ICM IronBridge Capital Management Oakbrook Terrace, Illinois	$143M	+$5.33M	3	3.11%	Increased
149	Boston Trust Walden Boston, Massachusetts	$142M	+$4.43M	5	2.12%	Increased
150	Findlay Park Partners London, United Kingdom	$140M	+$19.6M	2	1.59%	Increased