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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	STRS Ohio Columbus, Ohio	$260M	-$1.58M	29	0.98%	Reduced
127	Canada Life Winnipeg, Manitoba, Canada	$259M	-$7.91M	30	0.63%	Reduced
128	Schroder Investment Management Group London, United Kingdom	$257M	-$20.8M	13	0.33%	Reduced
129	Magellan Asset Management Sydney, Australia	$256M	-$49.8M	6	0.54%	Reduced
130	Personal Capital Advisors Redwood City, California	$254M	+$24.8M	7	1.47%	Increased
131	Haverford Trust Company Radnor, Pennsylvania	$249M	+$16M	5	3.19%	Increased
132	Findlay Park Partners London, United Kingdom	$246M	+$34M	1	1.71%	Increased
133	Baird Financial Group Milwaukee, Wisconsin	$241M	+$19.7M	17	0.67%	Increased
134	Cohen & Steers New York	$236M	+$21.8M	7	0.51%	Increased
135	Durable Capital Partners Bethesda, Maryland	$233M	+$6.22M	1	1.97%	Increased
136	JP Morgan Private Wealth Advisors San Francisco, California	$231M	-$2.88M	14	0.75%	Reduced
137	VOYA Investment Management Atlanta, Georgia	$229M	-$168M	30	0.46%	Reduced
138	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$227M	-$571M	2	0.72%	Reduced
139	Aberdeen Group Edinburgh, United Kingdom	$223M	-$26.5M	11	0.51%	Reduced
140	Zurich Cantonal Bank Zurich, Switzerland	$218M	+$3.31M	26	1.3%	Increased
141	Fort Washington Investment Advisors Cincinnati, Ohio	$217M	+$1.52M	6	2.09%	Increased
142	Assenagon Asset Management Senningerberg, Luxembourg	$216M	+$150M	17	0.88%	Increased
143	IC Inverness Counsel New York	$216M	-$30M	3	8.92%	Reduced
144	AEGON Asset Management (UK) Edinburgh, United Kingdom	$211M	+$7.79M	4	3.14%	Increased
145	BNP Paribas Asset Management Paris, France	$211M	+$8.27M	10	0.87%	Increased
146	M&T Bank Buffalo, New York	$211M	-$9.01M	12	0.91%	Reduced
147	Arrowstreet Capital Boston, Massachusetts	$209M	+$60.2M	18	0.28%	Increased
148	Segall Bryant & Hamill Chicago, Illinois	$209M	+$7.6M	11	2.06%	Increased
149	Third Point New York	$207M	+$204M	1	1.39%	New
150	State Farm Mutual Automobile Insurance Bloomington, Illinois	$205M	-$163M	2	0.22%	Reduced