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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	Cohen & Steers New York	$178M	-$18.3M	4	0.57%	Reduced
127	1832 Asset Management Toronto, Ontario, Canada	$178M	-$58.9M	7	0.64%	Reduced
128	Sarasin & Partners London, United Kingdom	$177M	+$15.9M	1	3.48%	Increased
129	HSBC Holdings London, United Kingdom	$176M	-$44.4M	21	0.41%	Reduced
130	State of Wisconsin Investment Board Madison, Wisconsin	$174M	-$30M	17	0.58%	Reduced
131	Sustainable Growth Advisers Stamford, Connecticut	$172M	-$2.17M	1	1.86%	Reduced
132	Zurich Cantonal Bank Zurich, Switzerland	$168M	-$2.04M	27	1.57%	Reduced
133	Two Sigma Advisers New York	$168M	-$44.3M	29	0.64%	Reduced
134	SAM Southeastern Asset Management Memphis, Tennessee	$167M	+$239M	1	3.98%	New
135	STRS Ohio Columbus, Ohio	$167M	+$1.46M	28	0.88%	Increased
136	Schroder Investment Management Group London, United Kingdom	$166M	-$36.3M	11	0.36%	Reduced
137	Ninety One (UK) London, United Kingdom	$165M	-$9.14M	2	0.69%	Reduced
138	State Farm Mutual Automobile Insurance Bloomington, Illinois	$163M	$0	2	0.26%	Maintained
139	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$162M	+$19.4M	13	0.47%	Increased
140	John W. Bristol & Co New York	$160M	+$4.21M	2	4.98%	Increased
141	Citigroup New York	$160M	-$27M	42	0.14%	Reduced
142	Canada Life Winnipeg, Manitoba, Canada	$158M	-$10.9M	30	0.42%	Reduced
143	Durable Capital Partners Bethesda, Maryland	$157M	+$178M	1	3.19%	New
144	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$155M	+$55.7M	11	0.47%	Increased
145	WCM Investment Management Laguna Beach, California	$155M	+$11.5M	2	0.86%	Increased
146	AC Alleghany Corporation New York	$154M	-$11.8M	1	10.38%	Reduced
147	Vaughan Nelson Investment Management Houston, Texas	$150M	+$49.4M	3	2.56%	Increased
148	Mackenzie Financial Toronto Ontario, Ontario, Canada	$150M	+$123M	11	0.48%	Increased
149	Brookfield Public Securities Group New York	$150M	-$10.9M	1	2.43%	Reduced
150	Mirova US Boston, Massachusetts	$144M	+$13.9M	5	19.03%	Increased