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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	Dimensional Fund Advisors Austin, Texas	$1B	+$34M	30	0.7%	Increased
27	Pictet Asset Management (UK) London, United Kingdom	$974M	+$8.56M	15	4.64%	Increased
28	Morgan Stanley New York	$891M	-$338M	38	0.35%	Reduced
29	Ameriprise Minneapolis, Minnesota	$876M	-$76.9M	35	0.52%	Reduced
30	Wells Fargo San Francisco, California	$830M	+$22.4M	35	0.34%	Increased
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$830M	+$52.9M	2	1.12%	Increased
32	BlackRock Advisors Wilmington, Delaware	$774M	-$20.8M	27	0.73%	Reduced
33	OppenheimerFunds New York	$746M	+$79.8M	6	0.83%	Increased
34	AllianceBernstein Nashville, Tennessee	$735M	+$31.9M	29	0.62%	Increased
35	Janus Henderson Investors US Denver, Colorado	$724M	+$80.5M	10	0.66%	Increased
36	Brown Advisory Baltimore, Maryland	$691M	-$5.89M	11	2.17%	Reduced
37	Capital International Investors Los Angeles, California	$645M	-$48.9M	1	1.67%	Reduced
38	Legal & General Group London, United Kingdom	$638M	-$8.16M	15	0.74%	Reduced
39	Credit Suisse Zurich, Switzerland	$636M	+$97.4M	29	0.52%	Increased
40	Neuberger Berman Group New York	$621M	-$7.76M	17	0.61%	Reduced
41	Sculptor Capital New York	$610M	-$20.4M	3	1.82%	Reduced
42	Parnassus Investments San Francisco, California	$599M	+$58.1M	3	5.25%	Increased
43	VOYA Investment Management Atlanta, Georgia	$593M	+$48.5M	23	1.36%	Increased
44	Massachusetts Financial Services Boston, Massachusetts	$592M	-$87.7M	7	0.31%	Reduced
45	Royce & Associates New York	$565M	-$60.8M	13	1.68%	Reduced
46	California Public Employees Retirement System Sacramento, California	$559M	-$164K	30	0.76%	Reduced
47	UBS AM Chicago, Illinois	$551M	+$5.45M	23	0.56%	Increased
48	Dodge & Cox San Francisco, California	$543M	-$330M	1	0.52%	Reduced
49	New York State Common Retirement Fund Albany, New York	$540M	-$5.65M	17	0.8%	Reduced
50	ClearBridge Investments New York	$533M	+$88.1M	11	0.6%	Increased