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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	TAM Thematics Asset Management Paris, France	$226M	-$20.8M	14	9.39%	Reduced
177	CIP Champlain Investment Partners Burlington, Vermont	$224M	-$67.3M	1	1.28%	Reduced
178	National Bank of Canada Montreal, Quebec, Canada	$222M	+$50.1M	21	0.34%	Increased
179	Bank Julius Baer & Co Zurich, Switzerland	$216M	+$2.69M	14	0.83%	Increased
180	M&T Bank Buffalo, New York	$212M	-$3.85M	17	0.74%	Reduced
181	Sands Capital Management Arlington, Virginia	$211M	-$2.02M	1	0.59%	Reduced
182	Ceredex Value Advisors Orlando, Florida	$206M	+$5.95M	3	3.6%	Increased
183	CI Investments Inc Toronto, Ontario, Canada	$204M	+$50.7M	19	0.81%	Increased
184	Rathbones Group Liverpool, United Kingdom	$202M	-$3.66M	10	1.17%	Reduced
185	Adage Capital Partners Boston, Massachusetts	$202M	-$107M	6	0.38%	Reduced
186	Korea Investment Corp Seoul, South Korea	$201M	-$98.7M	10	0.51%	Reduced
187	Rockefeller Capital Management New York	$201M	-$1.68M	14	0.59%	Reduced
188	State of New Jersey Common Pension Fund D Trenton, New Jersey	$201M	+$3.21M	24	0.61%	Increased
189	Mariner Overland Park, Kansas	$200M	+$13.4M	31	0.41%	Increased
190	Boston Trust Walden Boston, Massachusetts	$197M	+$30.4M	8	1.41%	Increased
191	Samlyn Capital New York	$196M	-$81.8M	1	3.29%	Reduced
192	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$195M	-$10.4M	12	1.94%	Reduced
193	Truist Financial Charlotte, North Carolina	$194M	-$4.06M	22	0.29%	Reduced
194	KeyBank National Association Cleveland, Ohio	$191M	-$2.61M	13	0.79%	Reduced
195	Woodline Partners San Francisco, California	$190M	+$20.4M	7	1.75%	Increased
196	Commonwealth Equity Services Waltham, Massachusetts	$189M	+$8.22M	29	0.31%	Increased
197	Baird Financial Group Milwaukee, Wisconsin	$189M	-$15.4M	20	0.4%	Reduced
198	CM Cohanzick Management Pleasantville, New York	$188M	-$353K	1	81.21%	Reduced
199	UniSuper Management Melbourne, Victoria, Australia	$187M	-$19.3M	19	1.79%	Reduced
200	Voloridge Investment Management Jupiter, Florida	$184M	+$81.5M	15	0.67%	Increased