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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	ClearBridge Investments New York	$1.08B	+$108M	6	1.08%	Increased
27	Royal Bank of Canada Toronto, Ontario, Canada	$1.02B	+$91.1M	39	0.55%	Increased
28	Janus Henderson Investors US Denver, Colorado	$999M	-$250M	10	0.82%	Reduced
29	Third Point New York	$998M	-$79.7M	1	9.73%	Reduced
30	Brown Advisory Baltimore, Maryland	$981M	-$68.7M	11	3.35%	Reduced
31	Principal Financial Group Des Moines, Iowa	$980M	-$32.6M	28	1.18%	Reduced
32	Impax Asset Management (UK) London, United Kingdom	$973M	+$86M	14	40.27%	Increased
33	Legal & General Group London, United Kingdom	$937M	+$61.9M	31	0.79%	Increased
34	UBS AM Chicago, Illinois	$930M	+$6.94M	23	0.95%	Increased
35	Capital Research Global Investors Los Angeles, California	$925M	+$599K	1	0.29%	Increased
36	UBS Group Zurich, Switzerland	$919M	+$79.2M	41	0.5%	Increased
37	Massachusetts Financial Services Boston, Massachusetts	$907M	-$283M	5	0.42%	Reduced
38	Trian Fund Management New York	$900M	+$66.7K	1	6.75%	Increased
39	Parnassus Investments San Francisco, California	$896M	-$121M	3	4.18%	Reduced
40	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$880M	$0	1	68.6%	Maintained
41	Viking Global Investors Stamford, Connecticut	$848M	-$387M	1	3.75%	Reduced
42	Allianz Asset Management Munich, Germany	$812M	+$15.4M	16	0.79%	Increased
43	Charles Schwab San Francisco, California	$790M	+$42.1M	30	0.79%	Increased
44	Glenview Capital Management New York	$754M	+$188M	1	5%	Increased
45	American Century Companies Kansas City, Missouri	$717M	-$90.9M	11	0.74%	Reduced
46	Primecap Management Pasadena, California	$702M	+$48.6M	3	0.64%	Increased
47	Boston Partners Boston, Massachusetts	$675M	-$18.3M	5	0.86%	Reduced
48	Swiss National Bank Zurich, Switzerland	$639M	+$122M	25	0.79%	Increased
49	VOYA Investment Management Atlanta, Georgia	$634M	-$719K	26	1.45%	Reduced
50	PointState Capital New York	$609M	+$540M	2	6.35%	Increased