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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	Aperio Group Sausalito, California	$292M	+$5.93M	28	0.86%	Increased
127	Storebrand Asset Management Lysaker, Norway	$291M	-$6.98M	18	1.72%	Reduced
128	Flossbach Von Storch Cologne, Germany	$286M	+$111M	1	1.17%	Increased
129	Stockbridge Partners Boston, Massachusetts	$285M	-$47.6M	1	6.63%	Reduced
130	State of Wisconsin Investment Board Madison, Wisconsin	$278M	-$22.6M	20	0.64%	Reduced
131	Marshall Wace North America New York	$278M	+$60.9M	12	1.25%	Increased
132	Putnam Investments Boston, Massachusetts	$274M	-$56.3M	7	0.49%	Reduced
133	Schroder Investment Management Group London, United Kingdom	$267M	-$103M	14	0.38%	Reduced
134	Canada Life Winnipeg, Manitoba, Canada	$266M	+$23.8M	30	0.5%	Increased
135	IC Inverness Counsel New York	$263M	-$5.63M	3	10.74%	Reduced
136	STRS Ohio Columbus, Ohio	$260M	+$7.31M	28	1%	Increased
137	CCLA Investment Management London, United Kingdom	$253M	+$59.1M	4	5.68%	Increased
138	Envestnet Asset Management Chicago, Illinois	$253M	+$1.93M	23	0.19%	Increased
139	Durable Capital Partners Bethesda, Maryland	$242M	-$34.3M	1	2.15%	Reduced
140	Artisan Partners Milwaukee, Wisconsin	$241M	-$59.2M	2	0.29%	Reduced
141	JP Morgan Private Wealth Advisors San Francisco, California	$239M	+$15.8M	15	0.78%	Increased
142	Korea Investment Corp Seoul, South Korea	$233M	-$12M	8	0.7%	Reduced
143	Swedbank Stockholm, Sweden	$232M	-$61.1M	1	0.68%	Reduced
144	Aberdeen Group Edinburgh, United Kingdom	$232M	+$28.8M	11	0.56%	Increased
145	Thrivent Financial for Lutherans Minneapolis, Minnesota	$231M	+$43.6M	21	0.53%	Increased
146	Personal Capital Advisors Redwood City, California	$227M	+$12M	7	1.45%	Increased
147	Sarasin & Partners London, United Kingdom	$225M	-$20.2M	1	2.97%	Reduced
148	Cohen & Steers New York	$222M	+$51M	4	0.53%	Increased
149	Haverford Trust Company Radnor, Pennsylvania	$222M	+$3.07M	5	3.13%	Increased
150	Baird Financial Group Milwaukee, Wisconsin	$218M	+$2.72M	13	0.65%	Increased