← 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	STRS Ohio Columbus, Ohio	$192M	-$17.8M	16	0.91%	Reduced
127	National Rural Electric Cooperative Association Arlington, Virginia	$188M	$0	3	3.59%	Maintained
128	EdgePoint Investment Group Toronto, Ontario, Canada	$183M	+$24.1M	2	3.64%	Increased
129	SC Sasco Capital Fairfield, Connecticut	$182M	-$6.34M	1	3.93%	Reduced
130	State Board of Administration of Florida Retirement System Tallahassee, Florida	$179M	+$1.16M	26	0.69%	Increased
131	Sarasin & Partners London, United Kingdom	$177M	-$1.27M	4	3.18%	Reduced
132	MTB Mizuho Trust & Banking Tokyo, Japan	$176M	+$4.89M	7	0.61%	Increased
133	BlackRock Japan Tokyo, Japan	$173M	+$6.58M	9	0.69%	Increased
134	TD Asset Management Toronto, Ontario, Canada	$170M	+$1.77M	10	0.34%	Increased
135	Loomis, Sayles & Company Boston, Massachusetts	$168M	-$16.3M	5	0.5%	Reduced
136	LCS Levin Capital Strategies New York	$167M	+$2.95M	4	2.84%	Increased
137	Soros Fund Management New York	$166M	-$43.1M	1	2.51%	Reduced
138	Sustainable Growth Advisers Stamford, Connecticut	$164M	-$1.99M	1	3.6%	Reduced
139	First Trust Advisors Wheaton, Illinois	$162M	-$45.6M	27	0.47%	Reduced
140	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$161M	+$4.51M	30	0.17%	Increased
141	State of New Jersey Common Pension Fund D Trenton, New Jersey	$159M	+$7.61M	9	0.68%	Increased
142	ALPS Advisors Denver, Colorado	$153M	+$18M	3	1.61%	Increased
143	AQR Capital Management Greenwich, Connecticut	$152M	-$37.3M	15	0.3%	Reduced
144	Chevy Chase Trust Bethesda, Maryland	$152M	+$4.94M	8	0.95%	Increased
145	IC Inverness Counsel New York	$152M	+$2.36M	3	12.83%	Increased
146	Robeco Schweiz Zurich, Switzerland	$149M	-$5.91M	12	13.89%	Reduced
147	Rockefeller Financial Services New York	$147M	+$38.9M	11	2.98%	Increased
148	Brandywine Global Investment Management Philadelphia, Pennsylvania	$139M	+$40.1M	7	0.91%	Increased
149	FC Fairpointe Capital Chicago, Illinois	$139M	-$2.35M	1	2.36%	Reduced
150	Silvercrest Asset Management New York	$137M	-$5.34M	6	2.09%	Reduced