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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	Handelsbanken Fonder Stockholm, Sweden	$344M	-$1.18M	21	1.31%	Reduced
127	ClearBridge Investments New York	$344M	-$37.5M	7	0.28%	Reduced
128	GAMCO Investors Greenwich, Connecticut	$343M	-$7.83M	13	3.6%	Reduced
129	Sands Capital Management Arlington, Virginia	$342M	+$158M	2	1.01%	Increased
130	Lazard Asset Management New York	$337M	+$255M	23	0.49%	Increased
131	Teacher Retirement System of Texas Austin, Texas	$335M	+$157M	22	1.21%	Increased
132	Winslow Capital Management Minneapolis, Minnesota	$334M	+$176M	1	1.19%	Increased
133	Durable Capital Partners Bethesda, Maryland	$334M	-$267M	1	2.72%	Reduced
134	Capital Research Global Investors Los Angeles, California	$333M	+$82.8M	1	0.07%	Increased
135	National Bank of Canada Montreal, Quebec, Canada	$330M	+$99.9M	24	0.35%	Increased
136	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$326M	-$66.3M	1	1.72%	Reduced
137	Ensign Peak Advisors Salt Lake City, Utah	$324M	+$23.1M	22	0.58%	Increased
138	Gabelli Funds Rye, New York	$324M	-$2.93M	26	2.43%	Reduced
139	Balyasny Asset Management Chicago, Illinois	$318M	+$88.1M	19	0.47%	Increased
140	Candriam SCA Strassen, Luxembourg, Luxembourg	$313M	-$20.1M	14	1.8%	Reduced
141	Man Group London, United Kingdom	$310M	-$83.2M	23	0.81%	Reduced
142	Boston Trust Walden Boston, Massachusetts	$309M	+$4.66M	8	2.17%	Increased
143	Congress Asset Management Boston, Massachusetts	$302M	-$385K	4	2.04%	Reduced
144	State Board of Administration of Florida Retirement System Tallahassee, Florida	$301M	-$2.07M	31	0.57%	Reduced
145	Natixis Advisors Boston, Massachusetts	$299M	+$40M	19	0.56%	Increased
146	PNC Financial Services Group Pittsburgh, Pennsylvania	$298M	-$9.29M	38	0.2%	Reduced
147	Sustainable Growth Advisers Stamford, Connecticut	$297M	-$91.3M	1	1.49%	Reduced
148	Cerity Partners New York	$295M	-$9.24M	23	0.64%	Reduced
149	Empower Advisory Group Greenwood Village, Colorado	$288M	+$7.65M	5	0.97%	Increased
150	Bank Julius Baer & Co Zurich, Switzerland	$282M	+$66.2M	15	0.87%	Increased