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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	$1.01B	+$68.6M	28	0.76%	Increased
27	AllianceBernstein Nashville, Tennessee	$921M	-$2.69M	23	0.78%	Reduced
28	Capital Research Global Investors Los Angeles, California	$842M	-$52.8M	1	0.29%	Reduced
29	BlackRock Advisors Wilmington, Delaware	$823M	-$13.5M	31	0.87%	Reduced
30	Morgan Stanley New York	$811M	-$14.3M	40	0.29%	Reduced
31	Parnassus Investments San Francisco, California	$794M	+$410M	3	5.32%	Increased
32	Principal Financial Group Des Moines, Iowa	$788M	+$5.78M	18	1.17%	Increased
33	UBS AM Chicago, Illinois	$666M	-$68.4M	24	0.76%	Reduced
34	Janus Henderson Investors US Denver, Colorado	$658M	-$844K	11	0.56%	Reduced
35	Glenview Capital Management New York	$655M	-$3.84M	2	3.69%	Reduced
36	Capital International Investors Los Angeles, California	$650M	+$36.3M	1	1%	Increased
37	Credit Suisse Zurich, Switzerland	$648M	+$179M	28	0.74%	Increased
38	Legal & General Group London, United Kingdom	$632M	-$9.65M	26	0.71%	Reduced
39	UBS Group Zurich, Switzerland	$630M	+$36.3M	39	0.41%	Increased
40	Royal Bank of Canada Toronto, Ontario, Canada	$603M	+$96.4M	36	0.4%	Increased
41	BlackRock Investment Management Wilmington, Delaware	$600M	+$12.5M	31	0.77%	Increased
42	ClearBridge Investments New York	$596M	+$47.1M	7	0.69%	Increased
43	Impax Asset Management (UK) London, United Kingdom	$586M	+$991K	14	36.6%	Increased
44	VOYA Investment Management Atlanta, Georgia	$543M	-$39M	23	1.32%	Reduced
45	Brown Advisory Baltimore, Maryland	$539M	-$14.6M	10	1.83%	Reduced
46	Ameriprise Minneapolis, Minnesota	$528M	+$146M	27	0.31%	Increased
47	Primecap Management Pasadena, California	$516M	+$3.8M	3	0.53%	Increased
48	Charles Schwab San Francisco, California	$514M	+$24.7M	28	0.69%	Increased
49	Gates Foundation Trust Kirkland, Washington	$499M	$0	1	3%	Maintained
50	Mairs & Power Inc St Paul, Minnesota	$483M	-$9.32M	5	7.25%	Reduced