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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	1832 Asset Management Toronto, Ontario, Canada	$186M	+$86.5M	6	0.61%	Increased
127	Findlay Park Partners London, United Kingdom	$186M	+$11M	2	1.99%	Increased
128	Loomis, Sayles & Company Boston, Massachusetts	$186M	-$9.4M	5	0.54%	Reduced
129	YCMGA York Capital Management Global Advisors New York	$183M	+$184M	1	1.85%	New
130	MTB Mizuho Trust & Banking Tokyo, Japan	$180M	-$16M	7	0.68%	Reduced
131	BlackRock Japan Tokyo, Japan	$177M	+$26.1M	10	0.76%	Increased
132	Millennium Management New York	$177M	-$13.8M	19	0.45%	Reduced
133	Barclays London, United Kingdom	$172M	+$60.1M	31	0.17%	Increased
134	TD Asset Management Toronto, Ontario, Canada	$170M	+$5.05M	9	0.29%	Increased
135	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$169M	+$11.7M	6	1.36%	Increased
136	Robeco Schweiz Zurich, Switzerland	$169M	-$27.6M	10	13.49%	Reduced
137	Credit Agricole Montrouge Cedex, France	$168M	+$16.3M	15	0.72%	Increased
138	FC Fairpointe Capital Chicago, Illinois	$166M	-$5.03M	1	2.22%	Reduced
139	TCW Group Los Angeles, California	$160M	+$2.05M	6	0.64%	Increased
140	AKRE Capital Management Middleburg, Virginia	$159M	+$59.8M	1	4.52%	Increased
141	Thrivent Financial for Lutherans Minneapolis, Minnesota	$156M	+$11.5M	12	0.9%	Increased
142	WAM Water Asset Management New York	$156M	+$15M	13	74.06%	Increased
143	Susquehanna International Group Bala Cynwyd, Pennsylvania	$156M	+$57.2M	22	0.06%	Increased
144	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$154M	-$4.35M	29	0.23%	Reduced
145	Lazard Asset Management New York	$153M	-$125M	8	0.33%	Reduced
146	BAMCO Inc New York	$153M	+$9M	4	0.63%	Increased
147	Soros Fund Management New York	$153M	+$110M	1	1.14%	Increased
148	AQR Capital Management Greenwich, Connecticut	$152M	+$31.7M	19	0.42%	Increased
149	NFA Nationwide Fund Advisors Columbus, Ohio	$151M	-$16M	29	0.64%	Reduced
150	Chevy Chase Trust Bethesda, Maryland	$150M	+$5.98M	9	0.97%	Increased