← 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	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$236M	+$12.1M	6	0.98%	Increased
127	Silvercrest Asset Management New York	$236M	+$5.31M	7	2.6%	Increased
128	Capital Research Global Investors Los Angeles, California	$236M	-$253M	3	0.08%	Reduced
129	Vaughan Nelson Investment Management Houston, Texas	$233M	+$4.48M	3	3.34%	Increased
130	Millennium Management New York	$229M	+$24.6M	28	0.36%	Increased
131	Fidelity International Hamilton, Bermuda	$227M	-$4.95M	17	0.4%	Reduced
132	MVIP Mar Vista Investment Partners Los Angeles, California	$226M	+$8.14M	2	7.58%	Increased
133	Sustainable Growth Advisers Stamford, Connecticut	$223M	-$13.3M	1	2.88%	Reduced
134	Royce & Associates New York	$222M	-$17.6M	19	1.99%	Reduced
135	STRS Ohio Columbus, Ohio	$221M	+$18.7M	21	1.12%	Increased
136	Select Equity Group New York	$221M	+$169M	1	1.67%	Increased
137	TCW Group Los Angeles, California	$220M	+$32.8M	5	2.28%	Increased
138	D.E. Shaw & Co New York	$217M	+$142M	20	0.3%	Increased
139	State of New Jersey Common Pension Fund D Trenton, New Jersey	$216M	+$3.97M	8	0.92%	Increased
140	Korea Investment Corp Seoul, South Korea	$211M	-$7.68M	7	1.15%	Reduced
141	Bessemer Group Woodbridge, New Jersey	$205M	-$247M	22	0.89%	Reduced
142	IC Inverness Counsel New York	$200M	-$9.46M	2	13.42%	Reduced
143	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$200M	+$3.05M	12	0.83%	Increased
144	Ceredex Value Advisors Orlando, Florida	$200M	+$43.8M	3	2.69%	Increased
145	Canada Life Winnipeg, Manitoba, Canada	$196M	+$7.61M	30	0.56%	Increased
146	Aperio Group Sausalito, California	$193M	-$1.66M	26	0.97%	Reduced
147	William Blair & Company Chicago, Illinois	$190M	+$8.27M	13	1.39%	Increased
148	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$188M	+$8.94M	18	1.09%	Increased
149	AustralianSuper Melbourne, Australia	$188M	+$1.12M	2	2.92%	Increased
150	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$183M	+$94.5K	2	30.05%	Increased