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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	Pictet Asset Management (UK) London, United Kingdom	$1.44B	-$108M	12	4.08%	Reduced
27	Ameriprise Minneapolis, Minnesota	$1.37B	+$66.4M	29	0.65%	Increased
28	Impax Asset Management (UK) London, United Kingdom	$1.36B	+$60M	14	41.59%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$1.35B	+$301M	6	0.58%	Increased
30	Charles Schwab San Francisco, California	$1.34B	+$412M	34	1.17%	Increased
31	Royal Bank of Canada Toronto, Ontario, Canada	$1.31B	+$166M	41	0.63%	Increased
32	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.31B	+$1.07B	4	1.97%	Increased
33	UBS AM Chicago, Illinois	$1.28B	+$221M	24	1.16%	Increased
34	Glenview Capital Management New York	$1.24B	+$246M	2	7.22%	Increased
35	Principal Financial Group Des Moines, Iowa	$1.23B	+$134M	27	1.2%	Increased
36	UBS Group Zurich, Switzerland	$1.14B	+$159M	42	0.53%	Increased
37	Eagle Capital Management (New York) New York	$1.13B	+$3.52M	1	4.35%	Increased
38	Brown Advisory Baltimore, Maryland	$1.1B	+$63.2M	11	3.65%	Increased
39	Janus Henderson Group London,	$1.06B	-$41.3M	9	0.68%	Reduced
40	Third Point New York	$1.04B	-$63.4M	1	8.75%	Reduced
41	Swiss National Bank Zurich, Switzerland	$1.03B	+$276M	26	1.17%	Increased
42	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.01B	+$588M	2	1.36%	Increased
43	Capital Research Global Investors Los Angeles, California	$1.01B	-$86.4K	1	0.3%	Reduced
44	New York State Common Retirement Fund Albany, New York	$910M	+$198M	35	1.16%	Increased
45	Parnassus Investments San Francisco, California	$901M	-$165M	3	3.69%	Reduced
46	Allianz Asset Management Munich, Germany	$898M	+$14.9M	19	0.78%	Increased
47	DCM Dupont Capital Management Wilmington, Delaware	$892M	+$844M	10	20.24%	Increased
48	PNC Financial Services Group Pittsburgh, Pennsylvania	$832M	+$294M	34	0.86%	Increased
49	Macquarie Group Sydney, NSW 2000, Australia	$790M	+$659M	13	1.42%	Increased
50	Teachers Advisors New York	$784M	+$114M	34	1.06%	Increased