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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	Eagle Capital Management (New York) New York	$1.02B	-$92.6M	1	4%	Reduced
27	AllianceBernstein Nashville, Tennessee	$996M	+$408M	24	0.82%	Increased
28	Pictet Asset Management (UK) London, United Kingdom	$970M	-$51.2M	15	3.96%	Reduced
29	Parnassus Investments San Francisco, California	$869M	+$30.9M	3	6.21%	Increased
30	TIAA CREF Investment Management New York	$864M	-$48.6M	29	0.61%	Reduced
31	UBS AM Chicago, Illinois	$786M	+$80.6M	24	0.75%	Increased
32	Glenview Capital Management New York	$785M	-$5.47M	2	3.11%	Reduced
33	D.E. Shaw & Co New York	$748M	+$25.2M	18	1.11%	Increased
34	Credit Suisse Zurich, Switzerland	$730M	+$252M	28	0.71%	Increased
35	BlackRock Advisors Wilmington, Delaware	$721M	+$13.8M	30	0.75%	Increased
36	Capital International Investors Los Angeles, California	$714M	+$128M	1	1.21%	Increased
37	Janus Henderson Investors US Denver, Colorado	$714M	-$62.1M	10	0.59%	Reduced
38	UBS Group Zurich, Switzerland	$645M	+$21.2M	39	0.43%	Increased
39	Sculptor Capital New York	$620M	-$121M	2	1.8%	Reduced
40	Legal & General Group London, United Kingdom	$598M	+$11.8M	26	0.7%	Increased
41	Neuberger Berman Group New York	$589M	-$79.9M	15	0.65%	Reduced
42	Brown Advisory Baltimore, Maryland	$588M	-$20.5M	9	1.91%	Reduced
43	ClearBridge Investments New York	$585M	+$3.87M	7	0.62%	Increased
44	Principal Financial Group Des Moines, Iowa	$578M	+$44.1M	18	0.86%	Increased
45	BlackRock Investment Management Wilmington, Delaware	$578M	+$51M	31	0.72%	Increased
46	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$576M	-$327K	3	0.78%	Reduced
47	Royal Bank of Canada Toronto, Ontario, Canada	$569M	+$92.5M	36	0.39%	Increased
48	Impax Asset Management (UK) London, United Kingdom	$564M	-$196K	14	35.45%	Reduced
49	Mairs & Power Inc St Paul, Minnesota	$553M	-$148K	5	7.82%	Reduced
50	HSBC Holdings London, United Kingdom	$552M	+$296M	17	1.13%	Increased