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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	ClearBridge Investments New York	$196M	+$31.5M	7	0.19%	Increased
152	AEGON Asset Management (UK) Edinburgh, United Kingdom	$196M	+$3.47M	7	3.54%	Increased
153	Liontrust Investment Partners London, United Kingdom	$194M	-$13.1M	6	3.38%	Reduced
154	William Blair & Company Chicago, Illinois	$189M	-$523K	17	0.82%	Reduced
155	Two Sigma Advisers New York	$189M	+$29.3M	18	0.53%	Increased
156	Chevy Chase Trust Bethesda, Maryland	$188M	-$18.3M	10	0.8%	Reduced
157	Citigroup New York	$187M	-$25.4M	40	0.15%	Reduced
158	EARNEST Partners Atlanta, Georgia	$182M	-$4.39M	8	1.11%	Reduced
159	1832 Asset Management Toronto, Ontario, Canada	$178M	-$22.2M	11	0.3%	Reduced
160	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$177M	+$34.5M	11	0.46%	Increased
161	Welch & Forbes Boston, Massachusetts	$176M	-$3.08M	8	3.15%	Reduced
162	Two Sigma Investments New York	$173M	+$3.74M	21	0.54%	Increased
163	Putnam Investments Boston, Massachusetts	$173M	-$55.8M	11	0.3%	Reduced
164	Nomura Asset Management Tokyo, Japan	$172M	+$13.9M	11	1%	Increased
165	SEI Investments Oaks, Pennsylvania	$165M	-$72.9M	24	0.37%	Reduced
166	Marshall Wace London, United Kingdom	$164M	-$16.6M	15	0.37%	Reduced
167	Acadian Asset Management Boston, Massachusetts	$163M	+$13.9M	18	0.8%	Increased
168	CIP Champlain Investment Partners Burlington, Vermont	$161M	-$5.07M	1	1.03%	Reduced
169	Artemis Investment Management Edinburgh, United Kingdom	$161M	+$29.2M	5	1.82%	Increased
170	Thrivent Financial for Lutherans Minneapolis, Minnesota	$160M	+$20.2M	25	0.41%	Increased
171	Aviva London, United Kingdom	$158M	+$31.6M	12	0.78%	Increased
172	Gates Capital Management New York	$158M	+$35.9M	2	4.95%	Increased
173	KeyBank National Association Cleveland, Ohio	$154M	-$2.99M	10	0.76%	Reduced
174	Sands Capital Management Arlington, Virginia	$154M	+$2.09M	1	0.58%	Increased
175	BP Berkshire Partners Boston, Massachusetts	$150M	$0	1	27.73%	Maintained