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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	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$233M	-$30.2M	9	0.66%	Reduced
127	Aperio Group Sausalito, California	$233M	+$4.26M	29	0.86%	Increased
128	1832 Asset Management Toronto, Ontario, Canada	$229M	+$26.8M	6	0.69%	Increased
129	Vaughan Nelson Investment Management Houston, Texas	$228M	+$54.6M	3	3.26%	Increased
130	State of Wisconsin Investment Board Madison, Wisconsin	$228M	+$16.2M	17	0.63%	Increased
131	Bessemer Group Woodbridge, New Jersey	$227M	-$53.1M	21	0.72%	Reduced
132	Storebrand Asset Management Lysaker, Norway	$226M	+$8.85M	17	1.86%	Increased
133	Korea Investment Corp Seoul, South Korea	$224M	+$3.2M	8	0.82%	Increased
134	Magellan Asset Management Sydney, Australia	$221M	+$1.2M	5	0.66%	Increased
135	Sarasin & Partners London, United Kingdom	$218M	-$7.91M	1	3.49%	Reduced
136	WCM Investment Management Laguna Beach, California	$217M	+$19.8M	2	0.83%	Increased
137	Schroder Investment Management Group London, United Kingdom	$217M	+$7.16M	11	0.39%	Increased
138	Adage Capital Partners Boston, Massachusetts	$213M	+$21.7M	9	0.55%	Increased
139	Capital International Investors Los Angeles, California	$213M	-$314M	2	0.07%	Reduced
140	Temasek Holdings Singapore	$212M	$0	2	1.26%	Maintained
141	Mirova US Boston, Massachusetts	$208M	+$34.9M	5	18.13%	Increased
142	Envestnet Asset Management Chicago, Illinois	$205M	+$36.6M	23	0.2%	Increased
143	Stockbridge Partners Boston, Massachusetts	$202M	$0	1	6.33%	Maintained
144	Canada Life Winnipeg, Manitoba, Canada	$201M	+$13M	32	0.46%	Increased
145	Ninety One (UK) London, United Kingdom	$194M	+$14.4M	2	0.69%	Increased
146	American Century Companies Kansas City, Missouri	$194M	-$129M	11	0.18%	Reduced
147	MVIP Mar Vista Investment Partners Los Angeles, California	$193M	-$100M	2	5.26%	Reduced
148	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$187M	-$12.7M	14	0.45%	Reduced
149	BNP Paribas Financial Markets Paris, France	$182M	-$60.6M	36	0.32%	Reduced
150	John W. Bristol & Co New York	$178M	-$21.9M	2	4.43%	Reduced