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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	AllianceBernstein Nashville, Tennessee	$995M	-$135M	26	0.86%	Reduced
27	Third Point New York	$994M	-$506M	1	9.48%	Reduced
28	Janus Henderson Investors US Denver, Colorado	$959M	+$119M	10	0.81%	Increased
29	Morgan Stanley New York	$905M	+$62.2M	41	0.33%	Increased
30	UBS AM Chicago, Illinois	$904M	+$27.8M	26	1.02%	Increased
31	Ameriprise Minneapolis, Minnesota	$899M	+$119M	30	0.53%	Increased
32	Parnassus Investments San Francisco, California	$855M	-$97M	3	5.2%	Reduced
33	Principal Financial Group Des Moines, Iowa	$807M	+$4.51M	19	1.13%	Increased
34	ClearBridge Investments New York	$759M	-$20.7M	6	0.9%	Reduced
35	Impax Asset Management (UK) London, United Kingdom	$755M	+$340K	15	37.55%	Increased
36	BlackRock Advisors Wilmington, Delaware	$751M	-$87.3M	32	0.76%	Reduced
37	Royal Bank of Canada Toronto, Ontario, Canada	$731M	+$33.1M	38	0.43%	Increased
38	Capital Research Global Investors Los Angeles, California	$724M	-$93.2M	1	0.25%	Reduced
39	Boston Partners Boston, Massachusetts	$722M	+$291M	6	1.04%	Increased
40	Legal & General Group London, United Kingdom	$692M	+$14.1M	27	0.73%	Increased
41	UBS Group Zurich, Switzerland	$689M	+$41.3M	41	0.43%	Increased
42	BlackRock Investment Management Wilmington, Delaware	$619M	-$15.5M	34	0.78%	Reduced
43	Charles Schwab San Francisco, California	$613M	+$27.1M	29	0.77%	Increased
44	VOYA Investment Management Atlanta, Georgia	$602M	-$41.7M	26	1.48%	Reduced
45	Primecap Management Pasadena, California	$584M	-$15.1M	3	0.62%	Reduced
46	Brown Advisory Baltimore, Maryland	$580M	-$25.6M	10	2.04%	Reduced
47	New York State Common Retirement Fund Albany, New York	$555M	+$30.5M	29	0.81%	Increased
48	Mairs & Power Inc St Paul, Minnesota	$533M	-$2.39M	5	7.19%	Reduced
49	Gates Foundation Trust Kirkland, Washington	$518M	$0	1	3.08%	Maintained
50	Jennison Associates New York	$515M	+$16.2M	6	0.57%	Increased