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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	RM Rudius Management New York	$222M	-$39.4M	1	62.09%	Reduced
177	Tudor Investment Corp Stamford, Connecticut	$220M	+$36.9M	16	0.41%	Increased
178	State of Wisconsin Investment Board Madison, Wisconsin	$218M	-$1.35M	30	0.5%	Reduced
179	Loomis, Sayles & Company Boston, Massachusetts	$218M	+$8.08M	6	0.29%	Increased
180	VOYA Investment Management Atlanta, Georgia	$217M	-$140M	27	0.23%	Reduced
181	ClearBridge Investments New York	$217M	-$34.5M	5	0.19%	Reduced
182	Beck Mack & Oliver New York	$216M	-$29.1M	4	4.46%	Reduced
183	Vest Financial Mclean, Virginia	$215M	+$39.9M	13	2.59%	Increased
184	Brandes Investment Partners La Jolla, California	$215M	+$16.7M	1	1.52%	Increased
185	TIM Triodos Investment Management Driebergen-Rijsenburg, Netherlands	$213M	+$7.77M	8	16.14%	Increased
186	Chevy Chase Trust Bethesda, Maryland	$208M	+$1.66M	9	0.6%	Increased
187	Woodline Partners San Francisco, California	$207M	-$70.3M	9	0.78%	Reduced
188	Sands Capital Management Arlington, Virginia	$201M	-$140M	1	0.79%	Reduced
189	State Farm Mutual Automobile Insurance Bloomington, Illinois	$198M	$0	1	0.16%	Maintained
190	Horizon Kinetics Asset Management New York	$198M	+$12M	5	2.15%	Increased
191	Perpetual Ltd Sydney, New South Wales, Australia	$195M	-$48.3M	14	2.98%	Reduced
192	WorldQuant Millennium Advisors New York	$194M	+$64.7M	7	0.75%	Increased
193	Ensign Peak Advisors Salt Lake City, Utah	$192M	-$15.5M	22	0.36%	Reduced
194	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$192M	-$155M	4	0.63%	Reduced
195	PGGM Investments Zeist, Netherlands	$192M	+$39.1M	5	3.36%	Increased
196	Westwood Holdings Group Dallas, Texas	$184M	-$14M	6	1.34%	Reduced
197	Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada	$183M	+$26.4M	20	0.57%	Increased
198	HighTower Advisors Chicago, Illinois	$181M	+$745K	38	0.19%	Increased
199	Rockefeller Capital Management New York	$181M	-$26.3M	36	0.32%	Reduced
200	Panagora Asset Management Boston, Massachusetts	$181M	-$57.8M	12	0.68%	Reduced