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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
176	Findlay Park Partners London, United Kingdom	$231M	+$61.8M	2	3.12%	Increased
177	New York State Teachers Retirement System (NYSTRS) Albany, New York	$230M	-$11.7M	26	0.42%	Reduced
178	Ruane, Cunniff & Goldfarb New York	$229M	+$230M	2	3.57%	Increased
179	Beck Mack & Oliver New York	$229M	-$5.25M	4	4.46%	Reduced
180	RM Rudius Management New York	$228M	+$5.34M	1	59.04%	Increased
181	PFA Pension Forsikringsaktieselskab Copenhagen,	$227M	+$80.2M	4	0.58%	Increased
182	DF Dent & Co Baltimore, Maryland	$224M	-$23.9M	5	4.24%	Reduced
183	M&G plc London, United Kingdom	$220M	+$46.9M	7	1.1%	Increased
184	Squarepoint New York	$220M	-$26.2M	24	0.24%	Reduced
185	PGGM Investments Zeist, Netherlands	$220M	+$28.5M	5	5.4%	Increased
186	Acadian Asset Management Boston, Massachusetts	$219M	-$157M	15	0.26%	Reduced
187	ClearBridge Investments New York	$219M	-$5.25M	5	0.18%	Reduced
188	State of Wisconsin Investment Board Madison, Wisconsin	$213M	-$9.08M	30	0.43%	Reduced
189	State Farm Mutual Automobile Insurance Bloomington, Illinois	$208M	$0	1	0.14%	Maintained
190	Gates Capital Management New York	$207M	+$44.6M	2	4.98%	Increased
191	Driehaus Capital Management Chicago, Illinois	$198M	+$52M	3	1.14%	Increased
192	Truist Financial Charlotte, North Carolina	$194M	-$38.3M	22	0.23%	Reduced
193	Danske Bank Copenhagen K, Denmark	$193M	+$27.6M	13	0.38%	Increased
194	ABN AMRO Bank Amsterdam, Netherlands	$192M	-$69.7M	5	2.48%	Reduced
195	Janney Montgomery Scott Philadelphia, Pennsylvania	$191M	+$40.3M	30	0.37%	Increased
196	Loomis, Sayles & Company Boston, Massachusetts	$191M	-$36.6M	7	0.24%	Reduced
197	Susquehanna International Group Bala Cynwyd, Pennsylvania	$188M	+$17.7M	42	0.01%	Increased
198	MIM Meridiem Investment Management London, United Kingdom	$188M	+$134M	1	5.04%	Increased
199	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$186M	-$3.56M	20	0.48%	Reduced
200	KLP Kapitalforvaltning Oslo, Norway	$184M	+$19.8M	26	0.59%	Increased