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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	Temasek Holdings Singapore	$227M	-$86.8M	2	1.62%	Reduced
127	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$224M	$0	1	33.34%	Maintained
128	Canada Life Winnipeg, Manitoba, Canada	$222M	+$8.03M	30	0.51%	Increased
129	BP Berkshire Partners Boston, Massachusetts	$222M	$0	1	18.33%	Maintained
130	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$221M	+$73.8M	10	0.45%	Increased
131	Silvercrest Asset Management New York	$220M	-$23.1M	8	2.06%	Reduced
132	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$218M	-$23.3M	6	0.73%	Reduced
133	Aperio Group Sausalito, California	$218M	-$11.9M	32	0.89%	Reduced
134	Loomis, Sayles & Company Boston, Massachusetts	$217M	+$4.61M	2	0.41%	Increased
135	AustralianSuper Melbourne, Australia	$217M	-$36M	3	2.09%	Reduced
136	M&T Bank Buffalo, New York	$213M	-$112M	13	1.11%	Reduced
137	Capital Research Global Investors Los Angeles, California	$210M	-$33.2M	2	0.07%	Reduced
138	Baird Financial Group Milwaukee, Wisconsin	$210M	-$11.4M	14	0.82%	Reduced
139	Royce & Associates New York	$205M	-$24.2M	20	1.85%	Reduced
140	Robeco Schweiz Zurich, Switzerland	$205M	-$18.8M	8	8.69%	Reduced
141	Adage Capital Partners Boston, Massachusetts	$205M	-$184M	6	0.51%	Reduced
142	Zurich Cantonal Bank Zurich, Switzerland	$201M	+$15.1M	26	1.7%	Increased
143	Korea Investment Corp Seoul, South Korea	$200M	-$39.2M	7	0.86%	Reduced
144	DekaBank Deutsche Girozentrale Frankfurt, Germany	$194M	+$4.45M	12	0.97%	Increased
145	AC Alleghany Corporation New York	$193M	-$12.1M	1	10.05%	Reduced
146	Cohen & Steers New York	$193M	-$7.94M	4	0.54%	Reduced
147	John W. Bristol & Co New York	$191M	-$1.4M	2	4.94%	Reduced
148	SP SCF Partners Houston, Texas	$188M	$0	1	41.04%	Maintained
149	Ruffer LLP London, United Kingdom	$188M	-$29.5M	1	4.38%	Reduced
150	State of New Jersey Common Pension Fund D Trenton, New Jersey	$186M	-$40.4M	9	0.69%	Reduced