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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	Viking Global Investors Stamford, Connecticut	$1.12B	+$1.08B	1	5.11%	New
27	Morgan Stanley New York	$1.12B	+$118M	42	0.37%	Increased
28	Massachusetts Financial Services Boston, Massachusetts	$1.12B	-$14.8M	6	0.55%	Reduced
29	Eagle Capital Management (New York) New York	$1.03B	-$28.7M	1	4.34%	Reduced
30	BlackRock Advisors Wilmington, Delaware	$978M	+$136M	33	0.99%	Increased
31	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$977M	+$852M	1	100%	New
32	Parnassus Investments San Francisco, California	$976M	+$59.3M	3	4.82%	Increased
33	Third Point New York	$973M	-$165M	1	9.55%	Reduced
34	Brown Advisory Baltimore, Maryland	$960M	+$107M	10	3.43%	Increased
35	Principal Financial Group Des Moines, Iowa	$931M	+$55.6M	28	1.18%	Increased
36	Ameriprise Minneapolis, Minnesota	$925M	-$52.8M	31	0.51%	Reduced
37	ClearBridge Investments New York	$886M	+$58.9M	7	0.97%	Increased
38	Royal Bank of Canada Toronto, Ontario, Canada	$864M	+$48.1M	39	0.47%	Increased
39	UBS AM Chicago, Illinois	$844M	-$130M	23	0.95%	Reduced
40	Impax Asset Management (UK) London, United Kingdom	$841M	+$82.2M	15	37.06%	Increased
41	Capital Research Global Investors Los Angeles, California	$832M	+$37.3M	1	0.27%	Increased
42	Legal & General Group London, United Kingdom	$805M	+$64.3M	31	0.75%	Increased
43	Trian Fund Management New York	$804M	+$833M	1	7.25%	New
44	UBS Group Zurich, Switzerland	$775M	+$35.1M	41	0.43%	Increased
45	BlackRock Investment Management Wilmington, Delaware	$751M	+$39.7M	34	0.87%	Increased
46	Allianz Asset Management Munich, Germany	$745M	+$102M	20	0.67%	Increased
47	American Century Companies Kansas City, Missouri	$739M	+$122M	9	0.8%	Increased
48	Charles Schwab San Francisco, California	$695M	+$23.9M	30	0.76%	Increased
49	Primecap Management Pasadena, California	$644M	+$16.9M	3	0.63%	Increased
50	Boston Partners Boston, Massachusetts	$632M	-$163M	5	0.83%	Reduced