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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	Ensign Peak Advisors Salt Lake City, Utah	$245M	+$10.7M	21	0.55%	Increased
127	New York State Teachers Retirement System (NYSTRS) Albany, New York	$244M	+$1.43M	20	0.6%	Increased
128	Baird Financial Group Milwaukee, Wisconsin	$240M	-$21.4M	19	0.63%	Reduced
129	AQR Capital Management Greenwich, Connecticut	$237M	-$22.1M	30	0.54%	Reduced
130	VanEck Associates New York	$234M	+$5.57M	21	0.6%	Increased
131	Adage Capital Partners Boston, Massachusetts	$231M	-$11.7M	9	0.55%	Reduced
132	Ninety One (UK) London, United Kingdom	$226M	-$13M	1	0.73%	Reduced
133	STRS Ohio Columbus, Ohio	$226M	+$33.8M	23	1.02%	Increased
134	Handelsbanken Fonder Stockholm, Sweden	$222M	-$14.6M	20	1.4%	Reduced
135	Cerity Partners New York	$220M	+$177M	13	1.41%	Increased
136	Lord, Abbett & Co Jersey City, New Jersey	$217M	+$27.1M	6	0.78%	Increased
137	Findlay Park Partners London, United Kingdom	$217M	-$73.4M	1	2.36%	Reduced
138	AGF Management Toronto, Ontario, Canada	$215M	+$216M	11	1.56%	New
139	Natixis Advisors Boston, Massachusetts	$209M	+$41M	17	0.79%	Increased
140	Soroban Capital Partners New York	$207M	$0	1	2.49%	Maintained
141	Third Point New York	$206M	+$39.8M	1	3.45%	Increased
142	DF Dent & Co Baltimore, Maryland	$205M	-$4.84M	3	3.07%	Reduced
143	Man Group London, United Kingdom	$203M	+$7.53M	21	0.73%	Increased
144	LPL Financial San Diego, California	$203M	-$2.59M	28	0.17%	Reduced
145	State of Wisconsin Investment Board Madison, Wisconsin	$203M	-$13.7M	27	0.65%	Reduced
146	Segall Bryant & Hamill Chicago, Illinois	$201M	-$16.8M	11	2.24%	Reduced
147	William Blair Investment Management Chicago, Illinois	$200M	-$18.2M	4	0.76%	Reduced
148	Candriam SCA Strassen, Luxembourg, Luxembourg	$198M	+$3.97M	10	1.33%	Increased
149	M&T Bank Buffalo, New York	$198M	+$4.62M	13	0.79%	Increased
150	JP Morgan Private Wealth Advisors San Francisco, California	$197M	-$3.84M	19	0.44%	Reduced