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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
151	Handelsbanken Fonder Stockholm, Sweden	$283M	-$40.7M	22	0.81%	Reduced
152	Schonfeld Strategic Advisors New York	$280M	+$82.2M	19	1.01%	Increased
153	PNC Financial Services Group Pittsburgh, Pennsylvania	$275M	-$11.3M	43	0.14%	Reduced
154	M Mirova Paris, France	$273M	-$13.1M	16	10.1%	Reduced
155	Baird Financial Group Milwaukee, Wisconsin	$269M	+$38M	25	0.37%	Increased
156	Antipodes Partners Royal Exchange, Australia	$269M	+$15M	3	4.92%	Increased
157	Adage Capital Partners Boston, Massachusetts	$267M	-$18.8M	11	0.37%	Reduced
158	Focus Partners Wealth Boston, Massachusetts	$264M	-$11.8M	25	0.27%	Reduced
159	Fiduciary Management Inc Milwaukee, Wisconsin	$264M	+$38.1M	2	3.75%	Increased
160	Horizon Kinetics Asset Management New York	$263M	+$8.59M	4	2.98%	Increased
161	Jones Financial Companies Des Peres, Missouri	$262M	-$5M	43	0.1%	Reduced
162	Sustainable Growth Advisers Stamford, Connecticut	$258M	+$21.2M	1	2.54%	Increased
163	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$254M	+$19.7M	8	15.48%	Increased
164	Thrivent Financial for Lutherans Minneapolis, Minnesota	$253M	-$5.44M	29	0.42%	Reduced
165	State Board of Administration of Florida Retirement System Tallahassee, Florida	$248M	-$7.11M	31	0.41%	Reduced
166	Perpetual Ltd Sydney, New South Wales, Australia	$247M	+$46.9M	14	3.53%	Increased
167	Prudential Financial Newark, New Jersey	$246M	-$17.6M	28	0.27%	Reduced
168	Vest Financial Mclean, Virginia	$244M	+$28.9M	14	2.56%	Increased
169	Mairs & Power Inc St Paul, Minnesota	$242M	+$3.42M	6	2.22%	Increased
170	Jane Street New York	$240M	-$197M	34	0.02%	Reduced
171	Panagora Asset Management Boston, Massachusetts	$239M	+$58.4M	13	0.73%	Increased
172	Welch & Forbes Boston, Massachusetts	$235M	-$16.5M	8	2.85%	Reduced
173	EARNEST Partners Atlanta, Georgia	$233M	+$85.3M	3	0.84%	Increased
174	Jupiter Asset Management London, United Kingdom	$232M	-$70.5M	9	1.15%	Reduced
175	Williams Jones Wealth Management New York	$232M	-$18.3M	8	2.62%	Reduced