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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	SCM Suvretta Capital Management New York	$280M	+$108M	1	6.44%	Increased
127	Fidelity International Hamilton, Bermuda	$278M	-$20.5M	10	0.41%	Reduced
128	Axa Paris, France	$277M	-$29.9M	9	1.01%	Reduced
129	LCS Levin Capital Strategies New York	$276M	+$24.9M	1	4.75%	Increased
130	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$273M	-$77.5M	8	0.5%	Reduced
131	Adage Capital Partners Boston, Massachusetts	$272M	-$146M	5	0.61%	Reduced
132	Royce & Associates New York	$272M	-$5.2M	19	1.88%	Reduced
133	State of New Jersey Common Pension Fund D Trenton, New Jersey	$256M	-$440K	8	0.94%	Reduced
134	Citigroup New York	$254M	+$56.1M	41	0.23%	Increased
135	Vaughan Nelson Investment Management Houston, Texas	$251M	+$103M	3	2.92%	Increased
136	Sustainable Growth Advisers Stamford, Connecticut	$250M	+$13.9M	1	2.79%	Increased
137	Millennium Management New York	$247M	-$42.5M	28	0.3%	Reduced
138	Korea Investment Corp Seoul, South Korea	$247M	+$16.2M	7	1.14%	Increased
139	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$247M	+$1.77M	6	1%	Increased
140	Ruffer LLP London, United Kingdom	$238M	+$19.7M	1	7.89%	Increased
141	MVIP Mar Vista Investment Partners Los Angeles, California	$237M	+$43.8M	2	6.97%	Increased
142	BNP Paribas Financial Markets Paris, France	$233M	+$14.1M	36	0.34%	Increased
143	IC Inverness Counsel New York	$233M	+$128K	3	12.24%	Increased
144	STRS Ohio Columbus, Ohio	$231M	-$29M	19	1.01%	Reduced
145	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$225M	-$349M	12	0.8%	Reduced
146	Canada Life Winnipeg, Manitoba, Canada	$224M	-$43.9M	30	0.53%	Reduced
147	TCW Group Los Angeles, California	$224M	+$44.9M	5	1.84%	Increased
148	Homestead Advisers Arlington, Virginia	$221M	-$4.89M	2	3.38%	Reduced
149	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$219M	+$169K	2	30.9%	Increased
150	Williams Jones & Associates New York	$217M	+$4.54M	6	4.38%	Increased