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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
201	Comerica Bank Dallas, Texas	$116M	+$4.59M	22	0.89%	Increased
202	EULAV Asset Management Sarasota, Florida	$116M	+$1.93M	4	3.78%	Increased
203	AC Alleghany Corporation New York	$115M	-$71.5M	1	9.18%	Reduced
204	Arrowstreet Capital Boston, Massachusetts	$114M	+$27.6M	20	0.21%	Increased
205	Royal London Asset Management United Kingdom	$113M	-$11.3M	7	0.79%	Reduced
206	Jane Street New York	$112M	-$7.11M	21	0.08%	Reduced
207	TCW Group Los Angeles, California	$111M	-$9.4M	4	1.3%	Reduced
208	SEI Investments Oaks, Pennsylvania	$109M	+$9.75M	19	0.34%	Increased
209	ACI AMP Capital Investors Sydney, Australia	$109M	-$5.78M	14	0.69%	Reduced
210	PRO Pensioenfonds Rail & OV Utrecht, Netherlands	$109M	$0	1	3.26%	Maintained
211	State of Tennessee, Department of Treasury Nashville, Tennessee	$108M	-$15.8M	17	0.53%	Reduced
212	AMF Tjänstepension Stockholm, Sweden	$106M	+$27.6M	4	1.09%	Increased
213	First Manhattan New York	$106M	-$7.12M	23	0.61%	Reduced
214	PGGM Investments Zeist, Netherlands	$105M	+$13.1M	4	0.61%	Increased
215	Candriam SCA Strassen, Luxembourg, Luxembourg	$104M	+$119K	9	1.1%	Increased
216	NSCM New South Capital Management Memphis, Tennessee	$104M	+$4.84M	2	3.68%	Increased
217	SCM Suvretta Capital Management New York	$103M	+$8.93M	1	2.22%	Increased
218	Toronto Dominion Bank Toronto, Ontario, Ontario, Canada	$102M	-$89.6M	11	0.26%	Reduced
219	MPIA Mountain Pacific Investment Advisers Boise, Idaho	$102M	-$5.8M	5	9.05%	Reduced
220	USS Investment Management London, United Kingdom	$102M	-$102K	8	1.07%	Reduced
221	Lord, Abbett & Co Jersey City, New Jersey	$102M	-$6.32M	3	0.36%	Reduced
222	Trillium Asset Management Boston, Massachusetts	$101M	+$1.06M	5	4.3%	Increased
223	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$99.7M	-$16.3M	4	4.02%	Reduced
224	DekaBank Deutsche Girozentrale Frankfurt, Germany	$99.3M	+$6.42M	15	0.63%	Increased
225	Bank Julius Baer & Co Zurich, Switzerland	$99.2M	+$8M	11	1.14%	Increased