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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	Pictet Asset Management (UK) London, United Kingdom	$940M	+$12.9M	15	4.52%	Increased
27	Janus Henderson Investors US Denver, Colorado	$878M	+$154M	10	0.8%	Increased
28	Goldman Sachs New York	$843M	-$184M	32	0.27%	Reduced
29	Morgan Stanley New York	$834M	-$32.3M	39	0.32%	Reduced
30	Wells Fargo San Francisco, California	$829M	+$12.3M	37	0.35%	Increased
31	Massachusetts Financial Services Boston, Massachusetts	$790M	+$218M	8	0.42%	Increased
32	BlackRock Advisors Wilmington, Delaware	$752M	-$16.4M	29	0.75%	Reduced
33	AllianceBernstein Nashville, Tennessee	$715M	-$25.2M	29	0.6%	Reduced
34	Ameriprise Minneapolis, Minnesota	$691M	-$158M	36	0.42%	Reduced
35	OppenheimerFunds New York	$686M	-$18.7M	6	0.75%	Reduced
36	Credit Suisse Zurich, Switzerland	$683M	+$55.8M	28	0.56%	Increased
37	Brown Advisory Baltimore, Maryland	$668M	-$43.1M	10	2.15%	Reduced
38	Capital International Investors Los Angeles, California	$658M	+$236K	1	1.6%	Increased
39	Parnassus Investments San Francisco, California	$648M	+$109M	3	5.54%	Increased
40	Legal & General Group London, United Kingdom	$611M	-$27.6M	24	0.73%	Reduced
41	Glenview Capital Management New York	$588M	+$533M	2	3.07%	Increased
42	Neuberger Berman Group New York	$573M	-$19.5M	16	0.59%	Reduced
43	California Public Employees Retirement System Sacramento, California	$554M	+$3.99M	31	0.77%	Increased
44	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$544M	-$230M	1	0.74%	Reduced
45	UBS AM Chicago, Illinois	$538M	-$11.1M	23	0.53%	Reduced
46	D.E. Shaw & Co New York	$533M	+$57.6M	13	0.69%	Increased
47	Sculptor Capital New York	$522M	-$96.3M	2	1.51%	Reduced
48	Allianz Asset Management Munich, Germany	$522M	+$88.7M	14	0.63%	Increased
49	New York State Common Retirement Fund Albany, New York	$520M	-$11.3M	17	0.78%	Reduced
50	BlackRock Investment Management Wilmington, Delaware	$516M	+$11.8M	31	0.72%	Increased