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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	Ninety One (UK) London, United Kingdom	$356M	-$53M	3	0.95%	Reduced
127	PNC Financial Services Group Pittsburgh, Pennsylvania	$355M	-$2.05M	37	0.23%	Reduced
128	Aviva London, United Kingdom	$353M	-$5.99M	15	0.92%	Reduced
129	Handelsbanken Fonder Stockholm, Sweden	$353M	+$46.2M	20	1.4%	Increased
130	Royal London Asset Management United Kingdom	$353M	+$54.3M	10	0.87%	Increased
131	Gabelli Funds Rye, New York	$352M	-$5.53M	26	2.54%	Reduced
132	Third Point New York	$350M	-$53.1M	2	4.7%	Reduced
133	TD Asset Management Toronto, Ontario, Canada	$337M	+$27.2M	22	0.3%	Increased
134	Prudential Financial Newark, New Jersey	$336M	+$63.9M	29	0.47%	Increased
135	Cerity Partners New York	$336M	+$40.3M	27	0.74%	Increased
136	Ensign Peak Advisors Salt Lake City, Utah	$335M	-$1.03M	22	0.59%	Reduced
137	State Board of Administration of Florida Retirement System Tallahassee, Florida	$333M	-$2.33M	30	0.63%	Reduced
138	Ruane, Cunniff & Goldfarb New York	$331M	-$67.3M	1	5.18%	Reduced
139	Voloridge Investment Management Jupiter, Florida	$322M	-$5.3M	13	1.17%	Reduced
140	Boston Trust Walden Boston, Massachusetts	$319M	+$82.4M	9	2.22%	Increased
141	Congress Asset Management Boston, Massachusetts	$317M	-$96.8M	4	2.16%	Reduced
142	Sarasin & Partners London, United Kingdom	$316M	-$68.2M	2	2.98%	Reduced
143	William Blair & Company Chicago, Illinois	$315M	-$1.7M	17	0.92%	Reduced
144	Empower Advisory Group Greenwood Village, Colorado	$311M	+$6.12M	5	1.05%	Increased
145	State of Wisconsin Investment Board Madison, Wisconsin	$308M	-$45.4M	31	0.77%	Reduced
146	Marshall Wace London, United Kingdom	$305M	+$1.58M	21	0.37%	Increased
147	Two Sigma Advisers New York	$300M	-$22.8M	24	0.7%	Reduced
148	Acadian Asset Management Boston, Massachusetts	$298M	+$33.9M	18	0.93%	Increased
149	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$297M	+$4.63M	13	0.68%	Increased
150	New York State Teachers Retirement System (NYSTRS) Albany, New York	$297M	-$13.7M	27	0.61%	Reduced