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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	Holocene Advisors New York	$221M	+$3.19M	14	0.54%	Increased
177	Danske Bank Copenhagen K, Denmark	$220M	+$33M	22	0.55%	Increased
178	Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden	$219M	-$50.8M	19	0.95%	Reduced
179	Treasurer of the State of North Carolina Raleigh, North Carolina	$218M	+$49.3M	13	0.7%	Increased
180	HighTower Advisors Chicago, Illinois	$217M	-$32.7K	37	0.27%	Reduced
181	TAM Thematics Asset Management Paris, France	$211M	+$8.67M	14	9.49%	Increased
182	Rockefeller Capital Management New York	$210M	-$16M	12	0.46%	Reduced
183	Jane Street New York	$205M	-$56.8M	37	0.04%	Reduced
184	GQG Partners Ft. Lauderdale, Florida	$205M	+$204M	1	0.29%	Increased
185	Squarepoint New York	$204M	-$15.8M	28	0.21%	Reduced
186	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$204M	$0	1	0.95%	Maintained
187	Westfield Capital Management Boston, Massachusetts	$202M	+$62.1M	2	0.85%	Increased
188	State Farm Mutual Automobile Insurance Bloomington, Illinois	$201M	$0	1	0.18%	Maintained
189	Vest Financial Mclean, Virginia	$200M	+$7.9M	9	2.83%	Increased
190	Fuller & Thaler Asset Management San Mateo, California	$199M	-$2.65M	6	0.73%	Reduced
191	Perpetual Ltd Sydney, New South Wales, Australia	$197M	-$963K	15	2.32%	Reduced
192	Korea Investment Corp Seoul, South Korea	$196M	-$15.3M	9	0.44%	Reduced
193	M&T Bank Buffalo, New York	$192M	-$7.95M	15	0.66%	Reduced
194	Jennison Associates New York	$191M	+$13.7M	6	0.11%	Increased
195	IC Impactive Capital New York City, New York	$191M	+$186M	1	8.61%	New
196	Panagora Asset Management Boston, Massachusetts	$188M	-$6.16M	11	0.85%	Reduced
197	Sustainable Growth Advisers Stamford, Connecticut	$188M	-$2.63M	1	0.97%	Reduced
198	Mariner Overland Park, Kansas	$188M	+$35.2M	33	0.27%	Increased
199	Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts	$187M	-$5.26M	12	1.65%	Reduced
200	Durable Capital Partners Bethesda, Maryland	$187M	-$133M	1	1.42%	Reduced