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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	Maverick Capital Dallas, Texas	$198M	+$58.2M	1	2.62%	Increased
152	SP SCF Partners Houston, Texas	$195M	$0	1	35.14%	Maintained
153	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$193M	+$80.2M	9	0.37%	Increased
154	AC Alleghany Corporation New York	$192M	-$108M	1	9.11%	Reduced
155	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$190M	$0	1	43.42%	Maintained
156	EARNEST Partners Atlanta, Georgia	$190M	+$1.43M	12	1.82%	Increased
157	Sarasin & Partners London, United Kingdom	$185M	-$7.64M	1	3.57%	Reduced
158	FNFDCM Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia	$183M	+$63.4K	2	27.34%	Increased
159	USAA United Services Automobile Association San Antonio, Texas	$182M	+$18M	19	0.47%	Increased
160	Cohen & Steers New York	$181M	-$14.1M	4	0.5%	Reduced
161	John W. Bristol & Co New York	$176M	-$1.63M	2	4.74%	Reduced
162	Zurich Cantonal Bank Zurich, Switzerland	$175M	-$26.3M	26	1.57%	Reduced
163	BP Berkshire Partners Boston, Massachusetts	$174M	$0	1	15.82%	Maintained
164	DekaBank Deutsche Girozentrale Frankfurt, Germany	$174M	-$8.55M	13	1.04%	Reduced
165	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$173M	+$17.8M	12	0.27%	Increased
166	Royal London Asset Management United Kingdom	$173M	-$27.9K	8	1.36%	Reduced
167	British Columbia Investment Management Victoria, British Columbia, Canada	$171M	+$7.47M	8	1.52%	Increased
168	Homestead Advisers Arlington, Virginia	$171M	-$12.5M	2	3.2%	Reduced
169	Retirement Systems of Alabama Montgomery, Alabama	$169M	-$361K	8	0.82%	Reduced
170	KeyBank National Association Cleveland, Ohio	$167M	-$27.5M	9	0.99%	Reduced
171	D.E. Shaw & Co New York	$164M	-$66.3M	19	0.21%	Reduced
172	Envestnet Asset Management Chicago, Illinois	$163M	+$19.4M	21	0.22%	Increased
173	Comgest Global Investors Paris, France	$163M	-$23.5M	1	3.56%	Reduced
174	USS Investment Management London, United Kingdom	$160M	-$42.8M	1	1.8%	Reduced
175	Asset Management One Tokyo, Japan	$158M	-$280M	14	0.86%	Reduced