← 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	Fidelity International Hamilton, Bermuda	$273M	+$68.7M	6	0.41%	Increased
127	Canada Life Winnipeg, Manitoba, Canada	$260M	+$10.3M	30	0.61%	Increased
128	Ninety One (UK) London, United Kingdom	$259M	+$37.6M	2	1.29%	Increased
129	LCS Levin Capital Strategies New York	$259M	+$18.5M	1	4.47%	Increased
130	STRS Ohio Columbus, Ohio	$259M	-$14M	20	1.11%	Reduced
131	AC Alleghany Corporation New York	$253M	$0	1	6.5%	Maintained
132	State of New Jersey Common Pension Fund D Trenton, New Jersey	$252M	+$7.25M	8	0.95%	Increased
133	Maverick Capital Dallas, Texas	$250M	-$64.5M	2	2.92%	Reduced
134	Homestead Advisers Arlington, Virginia	$242M	-$12.5M	2	3.81%	Reduced
135	Federated Hermes Pittsburgh, Pennsylvania	$241M	-$323K	16	0.71%	Reduced
136	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$238M	+$8.34M	5	1.08%	Increased
137	SP SCF Partners Houston, Texas	$235M	$0	1	28.11%	Maintained
138	Nordea Investment Management Stockholm, Sweden	$234M	-$22.4M	11	0.56%	Reduced
139	Korea Investment Corp Seoul, South Korea	$227M	+$5.7M	8	1.03%	Increased
140	Ruffer LLP London, United Kingdom	$225M	+$225M	1	8.19%	Increased
141	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$224M	-$35.6K	2	32.62%	Reduced
142	D.E. Shaw & Co New York	$223M	+$16.9M	24	0.29%	Increased
143	IC Inverness Counsel New York	$217M	+$2.32M	3	12.31%	Increased
144	1832 Asset Management Toronto, Ontario, Canada	$215M	+$67.1M	5	0.73%	Increased
145	BNP Paribas Financial Markets Paris, France	$215M	+$60.7M	37	0.36%	Increased
146	CI Global Investments Oakland, California	$212M	+$172M	2	3.43%	Increased
147	Sustainable Growth Advisers Stamford, Connecticut	$211M	-$24.2M	1	2.5%	Reduced
148	Winslow Capital Management Minneapolis, Minnesota	$211M	-$27.4M	1	1.1%	Reduced
149	USAA United Services Automobile Association San Antonio, Texas	$209M	+$2.37M	18	0.56%	Increased
150	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$207M	-$8.14M	17	1.05%	Reduced