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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	$1.06B	-$27.7M	29	0.67%	Reduced
27	Third Point New York	$1.04B	$0	1	9.01%	Maintained
28	Parnassus Investments San Francisco, California	$1.01B	+$41.9M	3	5.53%	Increased
29	UBS AM Chicago, Illinois	$978M	+$49.9M	26	1.05%	Increased
30	Morgan Stanley New York	$962M	+$42.9M	41	0.33%	Increased
31	Ameriprise Minneapolis, Minnesota	$933M	-$21M	30	0.52%	Reduced
32	AllianceBernstein Nashville, Tennessee	$917M	-$113M	26	0.77%	Reduced
33	ClearBridge Investments New York	$887M	+$89.2M	6	1%	Increased
34	Brown Advisory Baltimore, Maryland	$868M	+$259M	10	2.98%	Increased
35	Principal Financial Group Des Moines, Iowa	$856M	+$10.4M	20	1.13%	Increased
36	BlackRock Advisors Wilmington, Delaware	$805M	+$42.8M	32	0.83%	Increased
37	Impax Asset Management (UK) London, United Kingdom	$781M	+$1.66M	15	35.76%	Increased
38	Royal Bank of Canada Toronto, Ontario, Canada	$774M	+$24.1M	38	0.44%	Increased
39	UBS Group Zurich, Switzerland	$722M	+$17.5M	40	0.43%	Increased
40	Boston Partners Boston, Massachusetts	$719M	-$37.4M	5	1.01%	Reduced
41	Capital Research Global Investors Los Angeles, California	$719M	-$36.6M	1	0.24%	Reduced
42	Legal & General Group London, United Kingdom	$718M	+$11.6M	27	0.73%	Increased
43	BlackRock Investment Management Wilmington, Delaware	$685M	+$46.4M	33	0.84%	Increased
44	Charles Schwab San Francisco, California	$646M	+$11M	29	0.76%	Increased
45	Allianz Asset Management Munich, Germany	$640M	+$146M	15	0.62%	Increased
46	American Century Companies Kansas City, Missouri	$594M	+$94.4M	8	0.65%	Increased
47	Primecap Management Pasadena, California	$591M	-$22.1M	3	0.59%	Reduced
48	New York State Common Retirement Fund Albany, New York	$555M	-$23.6M	29	0.8%	Reduced
49	Mairs & Power Inc St Paul, Minnesota	$552M	+$1.6M	5	7.28%	Increased
50	AQR Capital Management Greenwich, Connecticut	$534M	+$89.1M	22	0.82%	Increased