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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	CCM Cantillon Capital Management New York	$272M	+$1.54M	1	1.65%	Increased
152	William Blair & Company Chicago, Illinois	$269M	-$20.3M	18	0.78%	Reduced
153	TD Asset Management Toronto, Ontario, Canada	$269M	-$25.6M	17	0.24%	Reduced
154	Welch & Forbes Boston, Massachusetts	$266M	-$4.11M	9	3.42%	Reduced
155	Chevy Chase Trust Bethesda, Maryland	$262M	-$5.8M	9	0.8%	Reduced
156	New York State Teachers Retirement System (NYSTRS) Albany, New York	$257M	-$13.9M	25	0.54%	Reduced
157	Gates Capital Management New York	$257M	-$10.2M	2	4.82%	Reduced
158	CI Investments Inc Toronto, Ontario, Canada	$254M	+$49.5M	18	0.96%	Increased
159	Mitsubishi UFJ Trust & Banking Tokyo, Japan	$252M	-$12.6M	13	0.59%	Reduced
160	RM Rudius Management New York	$251M	+$1.25M	1	58.39%	Increased
161	Two Sigma Investments New York	$250M	-$107M	26	0.55%	Reduced
162	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$248M	+$49.8M	22	1.12%	Increased
163	Fort Washington Investment Advisors Cincinnati, Ohio	$247M	-$16.1M	6	1.48%	Reduced
164	Beck Mack & Oliver New York	$245M	+$1.85M	4	4.54%	Increased
165	Arrowstreet Capital Boston, Massachusetts	$245M	+$14.8M	12	0.2%	Increased
166	Jupiter Asset Management London, United Kingdom	$242M	+$13.2M	9	2.36%	Increased
167	State of Wisconsin Investment Board Madison, Wisconsin	$240M	-$45.9M	30	0.61%	Reduced
168	Acadian Asset Management Boston, Massachusetts	$239M	-$38.3M	9	0.69%	Reduced
169	Adage Capital Partners Boston, Massachusetts	$239M	+$3.25M	9	0.42%	Increased
170	Holocene Advisors New York	$235M	+$102M	15	0.75%	Increased
171	Parnassus Investments San Francisco, California	$230M	+$11.5M	3	0.51%	Increased
172	Squarepoint New York	$228M	+$135M	28	0.23%	Increased
173	Two Sigma Advisers New York	$226M	-$50.6M	26	0.52%	Reduced
174	APG Asset Management Amsterdam, Netherlands	$226M	+$132M	9	0.63%	Increased
175	Thrivent Financial for Lutherans Minneapolis, Minnesota	$226M	-$169M	24	0.44%	Reduced