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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
26	Ameriprise Minneapolis, Minnesota	$975M	+$177M	34	0.59%	Increased
27	Dimensional Fund Advisors Austin, Texas	$947M	-$28.2M	30	0.74%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$933M	+$109M	35	0.67%	Increased
29	Pictet Asset Management (UK) London, United Kingdom	$893M	-$19.8M	12	4.59%	Reduced
30	Dodge & Cox San Francisco, California	$774M	-$468M	1	0.81%	Reduced
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$735M	+$31.5M	2	1.06%	Increased
32	Capital International Investors Los Angeles, California	$722M	+$252M	1	2.24%	Increased
33	Wells Fargo San Francisco, California	$722M	+$44.6M	35	0.31%	Increased
34	BlackRock Advisors Wilmington, Delaware	$717M	+$16.2M	30	0.69%	Increased
35	Massachusetts Financial Services Boston, Massachusetts	$675M	+$45M	6	0.38%	Increased
36	Neuberger Berman Group New York	$647M	-$149M	16	0.67%	Reduced
37	Janus Henderson Investors US Denver, Colorado	$630M	+$209M	10	0.59%	Increased
38	Royce & Associates New York	$616M	-$55.6M	14	1.76%	Reduced
39	Legal & General Group London, United Kingdom	$593M	+$8.62M	14	0.72%	Increased
40	American Century Companies Kansas City, Missouri	$582M	+$180M	10	0.68%	Increased
41	Lord, Abbett & Co Jersey City, New Jersey	$565M	+$19.7M	9	1.26%	Increased
42	VOYA Investment Management Atlanta, Georgia	$545M	+$28.2M	23	1.26%	Increased
43	Davis Selected Advisers Tucson, Arizona	$534M	-$4.5M	1	1.3%	Reduced
44	Parnassus Investments San Francisco, California	$529M	+$33.2M	3	5.39%	Increased
45	New York State Common Retirement Fund Albany, New York	$508M	-$12.8M	16	0.8%	Reduced
46	California Public Employees Retirement System Sacramento, California	$498M	+$84.5M	33	0.72%	Increased
47	UBS AM Chicago, Illinois	$488M	-$42.4M	19	0.56%	Reduced
48	BlackRock Investment Management Wilmington, Delaware	$473M	+$50.8M	30	0.7%	Increased
49	Mairs & Power Inc St Paul, Minnesota	$469M	-$28.4M	5	7.22%	Reduced
50	Gates Foundation Trust Kirkland, Washington	$455M	$0	1	2.27%	Maintained