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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	Jupiter Asset Management London, United Kingdom	$293M	+$51.5M	11	2.8%	Increased
152	State of Wisconsin Investment Board Madison, Wisconsin	$292M	+$6.44M	30	0.77%	Increased
153	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$291M	-$12.7M	11	0.67%	Reduced
154	CCM Cantillon Capital Management New York	$289M	-$5.4M	1	1.82%	Reduced
155	Gates Capital Management New York	$286M	+$10M	2	5.97%	Increased
156	William Blair & Company Chicago, Illinois	$286M	-$8.73M	15	0.9%	Reduced
157	Assenagon Asset Management Senningerberg, Luxembourg	$284M	+$88.1M	24	0.67%	Increased
158	Fort Washington Investment Advisors Cincinnati, Ohio	$284M	-$760K	6	1.83%	Reduced
159	Point72 Asset Management Stamford, Connecticut	$282M	-$91.5M	11	0.68%	Reduced
160	Perpetual Ltd Sydney, New South Wales, Australia	$282M	+$22.6M	17	2.75%	Increased
161	Congress Asset Management Boston, Massachusetts	$279M	+$4.56M	3	1.99%	Increased
162	STRS Ohio Columbus, Ohio	$276M	-$38.3M	27	1.1%	Reduced
163	Citigroup New York	$275M	-$3.69M	43	0.18%	Reduced
164	Chevy Chase Trust Bethesda, Maryland	$273M	-$2.09M	9	0.9%	Reduced
165	Acadian Asset Management Boston, Massachusetts	$273M	+$9.45M	11	0.95%	Increased
166	Third Point New York	$269M	-$267M	1	3.43%	Reduced
167	Aviva London, United Kingdom	$268M	+$3.44M	18	0.88%	Increased
168	State Board of Administration of Florida Retirement System Tallahassee, Florida	$267M	-$4.58M	28	0.63%	Reduced
169	Welch & Forbes Boston, Massachusetts	$266M	+$8.99M	9	3.65%	Increased
170	Mairs & Power Inc St Paul, Minnesota	$260M	-$51.2M	5	2.52%	Reduced
171	Parnassus Investments San Francisco, California	$253M	-$194M	3	0.54%	Reduced
172	Ninety One (UK) London, United Kingdom	$253M	-$57.9M	2	0.71%	Reduced
173	Driehaus Capital Management Chicago, Illinois	$245M	+$41.5M	7	2.44%	Increased
174	Beck Mack & Oliver New York	$237M	+$12.5M	5	4.8%	Increased
175	RM Rudius Management New York	$229M	+$71.3M	1	50.93%	Increased