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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	State of New Jersey Common Pension Fund D Trenton, New Jersey	$165M	-$5.56M	8	0.68%	Reduced
152	QS Investors New York	$162M	+$1.57M	18	1.38%	Increased
153	ALPS Advisors Denver, Colorado	$160M	+$5.95M	3	1.12%	Increased
154	Rockefeller Financial Services New York	$160M	-$10.8M	10	3.17%	Reduced
155	SSM Sound Shore Management Greenwich, Connecticut	$153M	+$11.9M	1	2.51%	Increased
156	Aberdeen Asset Management Aberdeen, United Kingdom	$152M	+$2.74M	7	0.51%	Increased
157	Ohio Public Employees Retirement System (OPERS) Columbus, Ohio	$152M	+$4.39M	17	0.83%	Increased
158	Retirement Systems of Alabama Montgomery, Alabama	$151M	+$610K	8	0.82%	Increased
159	William Blair & Company Chicago, Illinois	$151M	+$9.18M	11	1.14%	Increased
160	Soroban Capital Partners New York	$149M	$0	1	0.58%	Maintained
161	Zurich Cantonal Bank Zurich, Switzerland	$149M	+$1.1M	24	1.46%	Increased
162	John W. Bristol & Co New York	$147M	-$18.4M	2	4.33%	Reduced
163	Teacher Retirement System of Texas Austin, Texas	$146M	+$5.08M	9	1.01%	Increased
164	British Columbia Investment Management Victoria, British Columbia, Canada	$145M	-$7.01M	7	1.16%	Reduced
165	KeyBank National Association Cleveland, Ohio	$142M	+$1.19M	11	0.85%	Increased
166	JP Jana Partners New York	$141M	-$82.6M	1	2%	Reduced
167	Williams Jones & Associates New York	$141M	+$6.19M	5	3.55%	Increased
168	ACM Atlanta Capital Management Atlanta, Georgia	$139M	+$2.75M	2	0.82%	Increased
169	Aperio Group Sausalito, California	$138M	+$10.9M	22	0.85%	Increased
170	I.G. Investment Management Winnipeg, Manitoba, Canada	$138M	-$11.2M	4	0.71%	Reduced
171	USAA United Services Automobile Association San Antonio, Texas	$138M	-$17.5M	8	0.42%	Reduced
172	Kornitzer Capital Management Shawnee Mission, Kansas	$137M	-$8.68M	4	2.41%	Reduced
173	SEI Investments Oaks, Pennsylvania	$137M	+$711K	28	0.55%	Increased
174	DZ Bank Frankfurt Am Main, Germany	$135M	+$7.77M	5	0.63%	Increased
175	LCS Levin Capital Strategies New York	$134M	-$44.7M	1	2.34%	Reduced