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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	M Mirova Paris, France	$286M	+$187M	16	11.6%	Increased
152	Point72 Asset Management Stamford, Connecticut	$283M	+$58M	19	0.36%	Increased
153	PNC Financial Services Group Pittsburgh, Pennsylvania	$282M	-$406K	42	0.16%	Reduced
154	Adage Capital Partners Boston, Massachusetts	$282M	+$6.14M	11	0.43%	Increased
155	Focus Partners Wealth Boston, Massachusetts	$278M	-$20.1M	25	0.31%	Reduced
156	Atlas Infrastructure Partners London, United Kingdom	$266M	+$215M	1	9.36%	Increased
157	ABN AMRO Bank Amsterdam, Netherlands	$264M	-$23.8M	5	2.85%	Reduced
158	Prudential Financial Newark, New Jersey	$260M	+$4.18M	28	0.32%	Increased
159	Jones Financial Companies Des Peres, Missouri	$259M	+$197M	42	0.12%	Increased
160	State Board of Administration of Florida Retirement System Tallahassee, Florida	$255M	-$3.9M	30	0.48%	Reduced
161	Antipodes Partners Royal Exchange, Australia	$254M	+$60.6M	2	4.88%	Increased
162	Thrivent Financial for Lutherans Minneapolis, Minnesota	$250M	+$5.49M	27	0.48%	Increased
163	Welch & Forbes Boston, Massachusetts	$248M	-$4.85M	8	3.21%	Reduced
164	DF Dent & Co Baltimore, Maryland	$244M	-$111M	5	4.67%	Reduced
165	Bessemer Group Woodbridge, New Jersey	$242M	-$105M	26	0.38%	Reduced
166	Squarepoint New York	$241M	-$98.9M	30	0.28%	Reduced
167	Williams Jones Wealth Management New York	$241M	-$61.4M	8	2.96%	Reduced
168	New York State Teachers Retirement System (NYSTRS) Albany, New York	$239M	-$1.4M	26	0.49%	Reduced
169	Fiduciary Management Inc Milwaukee, Wisconsin	$237M	+$20.4M	2	2.94%	Increased
170	Mairs & Power Inc St Paul, Minnesota	$230M	+$719K	6	2.35%	Increased
171	Baird Financial Group Milwaukee, Wisconsin	$226M	+$19.9M	24	0.35%	Increased
172	Sustainable Growth Advisers Stamford, Connecticut	$225M	+$57.1M	1	2.12%	Increased
173	FCM Fernbridge Capital Management Los Angeles, California	$225M	+$18.7M	3	14.39%	Increased
174	Truist Financial Charlotte, North Carolina	$224M	-$1M	19	0.3%	Reduced
175	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$222M	-$34.3M	20	0.14%	Reduced