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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	TIAA CREF Investment Management New York	$904M	-$3.47M	28	0.63%	Reduced
27	Morgan Stanley New York	$855M	-$61.4M	40	0.31%	Reduced
28	Waddell & Reed Financial Overland Park, Kansas	$821M	-$94M	4	1.14%	Reduced
29	Janus Henderson Investors US Denver, Colorado	$812M	-$154M	10	0.67%	Reduced
30	Parnassus Investments San Francisco, California	$777M	+$67.6M	3	5.57%	Increased
31	Glenview Capital Management New York	$736M	+$144M	2	3.36%	Increased
32	BlackRock Advisors Wilmington, Delaware	$725M	+$966K	29	0.74%	Increased
33	Allianz Asset Management Munich, Germany	$702M	+$204M	14	0.8%	Increased
34	UBS AM Chicago, Illinois	$700M	+$165M	24	0.67%	Increased
35	D.E. Shaw & Co New York	$698M	-$137M	16	1.07%	Reduced
36	Sculptor Capital New York	$695M	+$35.7M	1	2.25%	Increased
37	Neuberger Berman Group New York	$657M	+$49.4M	16	0.7%	Increased
38	Goldman Sachs New York	$650M	-$160M	31	0.21%	Reduced
39	Brown Advisory Baltimore, Maryland	$615M	-$23M	9	1.96%	Reduced
40	UBS Group Zurich, Switzerland	$599M	+$78.5M	37	0.41%	Increased
41	AllianceBernstein Nashville, Tennessee	$590M	-$177M	30	0.48%	Reduced
42	Legal & General Group London, United Kingdom	$582M	-$1.86M	26	0.7%	Reduced
43	Impax Asset Management (UK) London, United Kingdom	$576M	-$3.04M	14	38.01%	Reduced
44	ClearBridge Investments New York	$559M	+$45.7M	7	0.58%	Increased
45	Capital International Investors Los Angeles, California	$550M	-$145M	1	1%	Reduced
46	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$545M	+$9.07M	2	0.74%	Increased
47	Primecap Management Pasadena, California	$544M	+$18.6M	3	0.53%	Increased
48	Mairs & Power Inc St Paul, Minnesota	$535M	+$10.9M	5	7.36%	Increased
49	Principal Financial Group Des Moines, Iowa	$532M	+$93.8M	17	0.79%	Increased
50	BlackRock Investment Management Wilmington, Delaware	$522M	+$13M	31	0.68%	Increased