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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	STRS Ohio Columbus, Ohio	$207M	-$2.56M	21	0.92%	Reduced
127	Two Sigma Investments New York	$207M	-$36M	12	0.75%	Reduced
128	ProShare Advisors Bethesda, Maryland	$205M	-$3.87M	17	2.04%	Reduced
129	Sustainable Growth Advisers Stamford, Connecticut	$205M	+$6.12M	1	2.99%	Increased
130	IC Inverness Counsel New York	$203M	-$7.65M	3	14.11%	Reduced
131	HSBC Holdings London, United Kingdom	$202M	-$24.9M	13	0.37%	Reduced
132	TimesSquare Capital Management New York	$199M	-$9.88M	3	1.28%	Reduced
133	Canada Life Winnipeg, Manitoba, Canada	$192M	-$6.63M	27	0.51%	Reduced
134	Winslow Capital Management Minneapolis, Minnesota	$192M	-$35.1M	1	1.02%	Reduced
135	WAM Water Asset Management New York	$190M	+$29.8M	13	81.34%	Increased
136	BNP Paribas Financial Markets Paris, France	$189M	-$12.5M	36	0.57%	Reduced
137	EARNEST Partners Atlanta, Georgia	$188M	+$21.3M	2	1.98%	Increased
138	Davis Selected Advisers Tucson, Arizona	$186M	-$34.9M	2	0.82%	Reduced
139	Korea Investment Corp Seoul, South Korea	$181M	+$7.9M	5	0.84%	Increased
140	Fidelity International Hamilton, Bermuda	$179M	+$31.8M	4	0.52%	Increased
141	State of Tennessee, Department of Treasury Nashville, Tennessee	$179M	+$6.22M	16	0.86%	Increased
142	EdgePoint Investment Group Toronto, Ontario, Canada	$179M	-$51.5M	1	2.84%	Reduced
143	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$178M	-$23.1M	4	2.73%	Reduced
144	Millennium Management New York	$178M	-$134M	23	0.32%	Reduced
145	EC Eminence Capital New York	$178M	+$10.3M	1	3.02%	Increased
146	MVIP Mar Vista Investment Partners Los Angeles, California	$173M	-$5.78M	2	7.22%	Reduced
147	Loomis, Sayles & Company Boston, Massachusetts	$172M	-$2.1M	5	0.41%	Reduced
148	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$171M	-$1.84M	3	0.26%	Reduced
149	Marshall Wace North America New York	$165M	+$15.7M	17	1.21%	Increased
150	KBC Group Brussels, Belgium	$165M	-$8.8M	28	1.59%	Reduced