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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	Point72 Asset Management Stamford, Connecticut	$205M	+$120M	4	0.91%	Increased
152	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$203M	$0	1	36.29%	Maintained
153	Sustainable Growth Advisers Stamford, Connecticut	$202M	+$3.73M	1	2.76%	Increased
154	IC Inverness Counsel New York	$202M	-$9.11M	3	14.25%	Reduced
155	Retirement Systems of Alabama Montgomery, Alabama	$201M	+$38.8M	8	1.05%	Increased
156	JP Jana Partners New York	$201M	+$43.8M	1	4.1%	Increased
157	Two Sigma Investments New York	$199M	-$26.4M	13	0.7%	Reduced
158	Zurich Cantonal Bank Zurich, Switzerland	$197M	+$39M	23	1.83%	Increased
159	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$196M	+$65M	4	1.08%	Increased
160	KeyBank National Association Cleveland, Ohio	$195M	+$40.1M	11	1.16%	Increased
161	State of Tennessee, Department of Treasury Nashville, Tennessee	$193M	-$557K	16	0.98%	Reduced
162	TimesSquare Capital Management New York	$192M	-$11.2M	3	1.29%	Reduced
163	Aperio Group Sausalito, California	$191M	+$43.3M	21	1.08%	Increased
164	Teacher Retirement System of Texas Austin, Texas	$190M	+$26M	11	1.17%	Increased
165	SEI Investments Oaks, Pennsylvania	$185M	+$43.1M	30	0.66%	Increased
166	Aviva London, United Kingdom	$184M	+$62.2M	8	0.99%	Increased
167	QS Investors New York	$183M	+$11.4M	17	1.49%	Increased
168	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$180M	-$12.5M	5	2.89%	Reduced
169	State of New Jersey Common Pension Fund D Trenton, New Jersey	$179M	+$588K	8	0.71%	Increased
170	NFA Nationwide Fund Advisors Columbus, Ohio	$176M	+$34.8M	33	0.69%	Increased
171	MVIP Mar Vista Investment Partners Los Angeles, California	$175M	+$220K	2	7.27%	Increased
172	LM Luminus Management Houston, Texas	$172M	+$24.9M	4	4.56%	Increased
173	British Columbia Investment Management Victoria, British Columbia, Canada	$168M	+$15.1M	7	1.3%	Increased
174	CI Investments Inc Toronto, Ontario, Canada	$166M	+$98M	3	1.62%	Increased
175	Rockefeller Financial Services New York	$166M	-$1.64M	10	3.16%	Reduced