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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
126	GTP Global Thematic Partners New York	$189M	-$24.3M	1	2.9%	Reduced
127	PNC Financial Services Group Pittsburgh, Pennsylvania	$189M	+$9.79M	32	0.24%	Increased
128	FC Fairpointe Capital Chicago, Illinois	$188M	-$11.8M	1	2.51%	Reduced
129	SCA Salient Capital Advisors Houston, Texas	$185M	+$73.5M	2	3.92%	Increased
130	State of New Jersey Common Pension Fund D Trenton, New Jersey	$183M	+$180M	10	0.73%	New
131	Carmignac Gestion Paris, France	$180M	+$17.9M	1	1.4%	Increased
132	Two Sigma Investments New York	$179M	+$96M	16	0.81%	Increased
133	Findlay Park Partners London, United Kingdom	$179M	+$43.6M	2	1.86%	Increased
134	TCW Group Los Angeles, California	$167M	+$1.7M	6	0.69%	Increased
135	NFA Nationwide Fund Advisors Columbus, Ohio	$167M	-$1.16M	28	0.68%	Reduced
136	TD Asset Management Toronto, Ontario, Canada	$166M	+$3.06M	9	0.28%	Increased
137	Victory Capital Management San Antonio, Texas	$163M	-$35.7M	5	1.1%	Reduced
138	VFA Virtus Fund Advisers Hartford, Connecticut	$163M	+$161M	26	1.14%	New
139	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$160M	+$24.1M	6	1.28%	Increased
140	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$160M	-$3.48M	29	0.24%	Reduced
141	Comerica Bank Dallas, Texas	$157M	-$22.1M	18	1.33%	Reduced
142	Aberdeen Asset Management Aberdeen, United Kingdom	$156M	+$123M	7	0.33%	Increased
143	State of Wisconsin Investment Board Madison, Wisconsin	$156M	-$7.71M	13	0.56%	Reduced
144	Credit Agricole Montrouge Cedex, France	$155M	+$36.4M	15	0.66%	Increased
145	Elliott Management New York	$153M	+$445K	1	2.14%	Increased
146	BlackRock Japan Tokyo, Japan	$151M	-$35.2M	9	0.69%	Reduced
147	Thrivent Financial for Lutherans Minneapolis, Minnesota	$148M	-$182M	11	0.84%	Reduced
148	CI Investments Inc Toronto, Ontario, Canada	$148M	+$3.77M	2	1.46%	Increased
149	Beck Mack & Oliver New York	$148M	-$4.32M	2	3.32%	Reduced
150	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$147M	-$21.8M	8	0.4%	Reduced