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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	Morgan Stanley New York	$892M	+$115M	39	0.33%	Increased
27	Waddell & Reed Financial Overland Park, Kansas	$881M	-$496M	4	1.22%	Reduced
28	TIAA CREF Investment Management New York	$857M	-$102M	28	0.6%	Reduced
29	Massachusetts Financial Services Boston, Massachusetts	$805M	-$9.05M	8	0.41%	Reduced
30	D.E. Shaw & Co New York	$796M	+$346M	15	1.02%	Increased
31	Goldman Sachs New York	$791M	+$66.6M	31	0.25%	Increased
32	Parnassus Investments San Francisco, California	$758M	+$83.4M	3	5.73%	Increased
33	AllianceBernstein Nashville, Tennessee	$729M	+$80.8M	29	0.61%	Increased
34	BlackRock Advisors Wilmington, Delaware	$696M	-$51M	30	0.7%	Reduced
35	Capital International Investors Los Angeles, California	$664M	+$96.4M	1	1.35%	Increased
36	Sculptor Capital New York	$626M	+$181M	2	1.69%	Increased
37	Glenview Capital Management New York	$607M	+$30.8M	2	3.04%	Increased
38	Neuberger Berman Group New York	$600M	+$51.5M	16	0.62%	Increased
39	Impax Asset Management (UK) London, United Kingdom	$593M	+$119M	14	39.95%	Increased
40	Brown Advisory Baltimore, Maryland	$585M	-$26.3M	9	1.84%	Reduced
41	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$583M	-$1.04M	1	0.78%	Reduced
42	Credit Suisse Zurich, Switzerland	$568M	-$66.1M	29	0.51%	Reduced
43	Legal & General Group London, United Kingdom	$555M	-$19.9M	25	0.65%	Reduced
44	Primecap Management Pasadena, California	$525M	+$57.4M	3	0.53%	Increased
45	Mairs & Power Inc St Paul, Minnesota	$509M	+$20.8M	5	7.07%	Increased
46	UBS Group Zurich, Switzerland	$505M	+$526M	39	0.35%	New
47	UBS AM Chicago, Illinois	$504M	+$883K	24	0.48%	Increased
48	ClearBridge Investments New York	$504M	+$24.2M	9	0.53%	Increased
49	California Public Employees Retirement System Sacramento, California	$503M	-$13.4M	34	0.7%	Reduced
50	OppenheimerFunds New York	$490M	-$55.2M	6	0.55%	Reduced