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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	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$226M	+$10.8M	6	0.72%	Increased
127	Aperio Group Sausalito, California	$226M	+$5.67M	27	0.89%	Increased
128	AustralianSuper Melbourne, Australia	$219M	+$1.34M	3	2.08%	Increased
129	Zurich Cantonal Bank Zurich, Switzerland	$219M	+$16.7M	26	1.83%	Increased
130	STRS Ohio Columbus, Ohio	$216M	-$17.4M	24	0.95%	Reduced
131	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$213M	-$2.38M	8	0.44%	Reduced
132	Loomis, Sayles & Company Boston, Massachusetts	$212M	-$2.01M	6	0.41%	Reduced
133	Baird Financial Group Milwaukee, Wisconsin	$210M	+$2.47M	14	0.83%	Increased
134	Royce & Associates New York	$208M	-$8.31M	21	1.93%	Reduced
135	Marshall Wace North America New York	$204M	+$24.3M	10	1.16%	Increased
136	M&T Bank Buffalo, New York	$204M	-$1.62M	13	1.02%	Reduced
137	Canada Life Winnipeg, Manitoba, Canada	$203M	-$21.1M	13	0.48%	Reduced
138	Sustainable Growth Advisers Stamford, Connecticut	$202M	-$52.5M	1	2.03%	Reduced
139	Cohen & Steers New York	$201M	-$4.93M	4	0.5%	Reduced
140	Robeco Schweiz Zurich, Switzerland	$200M	-$6.16M	9	8.6%	Reduced
141	ALPS Advisors Denver, Colorado	$199M	+$53.7M	5	1.55%	Increased
142	Eagle Capital Management (New York) New York	$195M	-$34.2M	1	0.68%	Reduced
143	D.E. Shaw & Co New York	$193M	+$101M	21	0.24%	Increased
144	Korea Investment Corp Seoul, South Korea	$193M	-$6.38M	7	0.82%	Reduced
145	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$192M	-$176M	9	0.47%	Reduced
146	AC Alleghany Corporation New York	$188M	$0	1	10.77%	Maintained
147	John W. Bristol & Co New York	$187M	-$1.81M	2	4.85%	Reduced
148	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$185M	+$9.04M	14	0.47%	Increased
149	WCM Investment Management Laguna Beach, California	$184M	+$8.67M	2	1.1%	Increased
150	Silvercrest Asset Management New York	$182M	-$33.4M	9	1.5%	Reduced