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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	Orbis Allan Gray Hamilton, Bermuda	$302M	+$326M	1	1.29%	New
152	Welch & Forbes Boston, Massachusetts	$299M	+$984K	8	3.6%	Increased
153	Ensign Peak Advisors Salt Lake City, Utah	$298M	-$45.2M	21	0.49%	Reduced
154	Woodline Partners San Francisco, California	$296M	+$36.1M	10	1.39%	Increased
155	William Blair & Company Chicago, Illinois	$295M	-$941K	18	0.79%	Reduced
156	Beck Mack & Oliver New York	$289M	-$144K	4	5.25%	Reduced
157	ClearBridge Investments New York	$282M	-$34.6M	5	0.21%	Reduced
158	Loomis, Sayles & Company Boston, Massachusetts	$279M	+$11.1M	6	0.33%	Increased
159	D1 Capital Partners New York	$279M	-$50.6M	1	3.2%	Reduced
160	Quantinno Capital Management New York	$278M	+$101M	30	0.76%	Increased
161	New York State Teachers Retirement System (NYSTRS) Albany, New York	$278M	-$135K	26	0.54%	Reduced
162	Fuller & Thaler Asset Management San Mateo, California	$276M	+$50.5M	6	0.94%	Increased
163	TD Asset Management Toronto, Ontario, Canada	$273M	+$6.99M	14	0.22%	Increased
164	Gotham Asset Management New York	$273M	+$92M	19	1.19%	Increased
165	Jupiter Asset Management London, United Kingdom	$260M	+$13.5M	10	2.23%	Increased
166	Truist Financial Charlotte, North Carolina	$255M	+$5.7M	18	0.34%	Increased
167	Chevy Chase Trust Bethesda, Maryland	$254M	-$17.9M	9	0.7%	Reduced
168	Schonfeld Strategic Advisors New York	$252M	+$120M	19	1.43%	Increased
169	CI Investments Inc Toronto, Ontario, Canada	$246M	-$29.9M	18	0.89%	Reduced
170	IP Interval Partners New York	$245M	+$87.8M	3	4%	Increased
171	State of Wisconsin Investment Board Madison, Wisconsin	$244M	-$5.14M	31	0.56%	Reduced
172	Mairs & Power Inc St Paul, Minnesota	$241M	-$4.75M	6	2.27%	Reduced
173	Thrivent Financial for Lutherans Minneapolis, Minnesota	$241M	-$42.2M	24	0.47%	Reduced
174	Panagora Asset Management Boston, Massachusetts	$240M	+$34.4M	12	0.97%	Increased
175	Baird Financial Group Milwaukee, Wisconsin	$239M	+$658K	20	0.38%	Increased