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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	Korea Investment Corp Seoul, South Korea	$276M	+$44.7M	10	0.72%	Increased
152	Artisan Partners Milwaukee, Wisconsin	$275M	+$131M	3	0.42%	Increased
153	Mairs & Power Inc St Paul, Minnesota	$274M	-$32.4M	5	2.88%	Reduced
154	Nomura Asset Management Tokyo, Japan	$273M	+$17.6M	13	1.13%	Increased
155	Jane Street New York	$271M	-$27M	41	0.07%	Reduced
156	Ninety One (UK) London, United Kingdom	$267M	+$16.2M	2	0.79%	Increased
157	Congress Asset Management Boston, Massachusetts	$267M	+$118M	3	2.1%	Increased
158	State of Wisconsin Investment Board Madison, Wisconsin	$262M	+$22.9M	30	0.74%	Increased
159	CIP Champlain Investment Partners Burlington, Vermont	$262M	+$10.6M	1	1.55%	Increased
160	Lord, Abbett & Co Jersey City, New Jersey	$262M	-$47.1M	3	0.92%	Reduced
161	William Blair & Company Chicago, Illinois	$260M	+$11.3M	16	0.88%	Increased
162	Citigroup New York	$259M	-$2.11M	45	0.18%	Reduced
163	Cerity Partners New York	$258M	+$51.8M	25	0.85%	Increased
164	Chevy Chase Trust Bethesda, Maryland	$257M	+$26.6M	9	0.92%	Increased
165	CCM Cantillon Capital Management New York	$253M	-$96.4M	1	1.69%	Reduced
166	Qube Research & Technologies (QRT) London, United Kingdom	$249M	-$17.1M	31	0.48%	Reduced
167	Gates Capital Management New York	$246M	+$90.8M	2	5.66%	Increased
168	Aviva London, United Kingdom	$242M	+$46.1M	17	0.87%	Increased
169	Perpetual Ltd Sydney, New South Wales, Australia	$238M	+$85.4M	14	2.45%	Increased
170	Welch & Forbes Boston, Massachusetts	$237M	+$13.3M	9	3.58%	Increased
171	William Blair Investment Management Chicago, Illinois	$235M	-$18M	3	0.68%	Reduced
172	Acadian Asset Management Boston, Massachusetts	$234M	+$58.4M	12	0.91%	Increased
173	Robeco Institutional Asset Management Rotterdam, Netherlands	$233M	+$39M	14	0.57%	Increased
174	Royal London Asset Management United Kingdom	$227M	+$59.2M	10	0.65%	Increased
175	TAM Thematics Asset Management Paris, France	$225M	+$11.1M	14	9.87%	Increased