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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	Axa Paris, France	$140M	+$25M	9	0.61%	Increased
152	WAM Water Asset Management New York	$139M	-$14.6M	10	71.67%	Reduced
153	Chevy Chase Trust Bethesda, Maryland	$138M	+$7.74M	10	0.99%	Increased
154	Bank of Montreal Toronto, Ontario, Canada	$137M	+$14.4M	26	0.18%	Increased
155	Sustainable Growth Advisers Stamford, Connecticut	$137M	+$6.7M	1	2.88%	Increased
156	Frontier Capital Management Boston, Massachusetts	$137M	+$1.63M	3	0.99%	Increased
157	Ontario Teachers' Pension Plan Board Toronto, Ontario, Canada	$133M	-$17.8M	6	1.17%	Reduced
158	SAC Capital Advisors Stamford, Connecticut	$132M	+$9.86M	13	0.69%	Increased
159	Elliott Management New York	$132M	+$88.3M	1	2.59%	Increased
160	Retirement Systems of Alabama Montgomery, Alabama	$131M	-$18.5M	7	0.76%	Reduced
161	CBOA Commonwealth Bank of Australia Sydney, NSW, Australia	$129M	+$5.13M	13	0.83%	Increased
162	Panagora Asset Management Boston, Massachusetts	$128M	+$38.7M	20	0.6%	Increased
163	Silvercrest Asset Management New York	$127M	+$39.1M	7	2.02%	Increased
164	HCM Holland Capital Management Chicago, Illinois	$126M	-$5.3M	2	2.73%	Reduced
165	Acadian Asset Management Boston, Massachusetts	$126M	+$35.6M	5	0.66%	Increased
166	Nuveen Charlotte, North Carolina	$126M	-$14.5M	10	0.75%	Reduced
167	NIM NXG Investment Management Dallas, Texas	$125M	+$8.76M	4	3.65%	Increased
168	Ruane, Cunniff & Goldfarb New York	$125M	+$52	2	0.67%	Increased
169	SC Stralem & Co New York	$123M	-$14.3M	1	3.88%	Reduced
170	Munder Capital Management Birmingham, Michigan	$122M	-$7.59M	3	0.88%	Reduced
171	First Manhattan New York	$122M	-$2.42M	21	0.8%	Reduced
172	VM Valinor Management New York	$122M	-$22.4M	1	3.73%	Reduced
173	GVI Green Valley Investors Wilmington, Delaware	$121M	-$172M	1	2.79%	Reduced
174	Winton Capital Management London, United Kingdom	$118M	+$41.5M	6	0.82%	Increased
175	SONJCPFA State of New Jersey Common Pension Fund A Trenton, New Jersey	$118M	+$8.25M	9	0.56%	Increased