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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	DekaBank Deutsche Girozentrale Frankfurt, Germany	$177M	+$16.3M	16	0.67%	Increased
177	KeyBank National Association Cleveland, Ohio	$177M	-$378K	10	0.87%	Reduced
178	Findlay Park Partners London, United Kingdom	$175M	-$11.9M	1	1.22%	Reduced
179	AAM Ardevora Asset Management London, United Kingdom	$174M	+$9.12M	3	2.69%	Increased
180	Welch & Forbes Boston, Massachusetts	$174M	+$2.82M	8	3.41%	Increased
181	Ensign Peak Advisors Salt Lake City, Utah	$174M	+$8.68M	16	0.4%	Increased
182	Candriam SCA Strassen, Luxembourg, Luxembourg	$173M	+$29.4M	8	1.37%	Increased
183	Vontobel Holding Zurich, Switzerland	$173M	+$161M	13	1.13%	New
184	John W. Bristol & Co New York	$171M	-$24.5M	2	3.53%	Reduced
185	State of New Jersey Common Pension Fund D Trenton, New Jersey	$171M	-$8.96M	16	0.6%	Reduced
186	PGGM Investments Zeist, Netherlands	$171M	+$57.8M	5	0.79%	Increased
187	Pentwater Capital Management Naples, Florida	$170M	+$149M	1	2.05%	Increased
188	Handelsbanken Fonder Stockholm, Sweden	$169M	+$4.13M	20	1.03%	Increased
189	Covington Capital Management Los Angeles, California	$168M	+$2.53M	12	7.56%	Increased
190	Retirement Systems of Alabama Montgomery, Alabama	$167M	-$1.54M	9	0.66%	Reduced
191	EARNEST Partners Atlanta, Georgia	$164M	+$1.42M	11	1.13%	Increased
192	Temasek Holdings Singapore	$163M	-$104M	1	0.7%	Reduced
193	Sessa Capital New York	$162M	-$46.6M	1	10.35%	Reduced
194	M Mirova Paris, France	$161M	+$9.79M	6	20.73%	Increased
195	Duff & Phelps Investment Management Chicago, Illinois	$161M	-$11.7M	3	2.34%	Reduced
196	Liontrust Investment Partners London, United Kingdom	$161M	+$154M	5	3.25%	New
197	R.M. Davis Inc Portland, Maine	$160M	-$745K	5	4.58%	Reduced
198	Westfield Capital Management Boston, Massachusetts	$159M	+$11.8M	1	0.94%	Increased
199	CHAM Clear Harbor Asset Management Stamford, Connecticut	$156M	-$1.14M	10	22.36%	Reduced
200	Douglass Winthrop Advisors New York	$156M	+$7.99M	6	4.43%	Increased