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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	Impax Asset Management (UK) London, United Kingdom	$1.49B	+$22.2M	14	41.1%	Increased
27	Invesco Atlanta, Georgia	$1.49B	-$70.5M	32	0.54%	Reduced
28	UBS Group Zurich, Switzerland	$1.47B	+$273M	43	0.6%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$1.43B	+$10.1M	7	0.6%	Increased
30	Principal Financial Group Des Moines, Iowa	$1.36B	+$47.6M	28	1.25%	Increased
31	Ameriprise Minneapolis, Minnesota	$1.35B	-$103M	31	0.62%	Reduced
32	UBS AM Chicago, Illinois	$1.33B	-$5.66M	24	1.13%	Reduced
33	Royal Bank of Canada Toronto, Ontario, Canada	$1.31B	-$69.5M	42	0.58%	Reduced
34	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.29B	-$57.5M	4	1.92%	Reduced
35	Glenview Capital Management New York	$1.22B	-$60.6M	2	6.6%	Reduced
36	Eagle Capital Management (New York) New York	$1.17B	-$3.16M	1	4.35%	Reduced
37	Janus Henderson Group London,	$1.14B	+$7.53M	11	0.69%	Increased
38	Brown Advisory Baltimore, Maryland	$1.12B	-$38.6M	12	3.54%	Reduced
39	Trian Fund Management New York	$1.09B	-$853M	1	9.21%	Reduced
40	Swiss National Bank Zurich, Switzerland	$1.08B	+$4.4M	26	1.17%	Increased
41	Allianz Asset Management Munich, Germany	$1.07B	+$126M	20	0.84%	Increased
42	Third Point New York	$1.07B	-$4.52M	1	7.7%	Reduced
43	State Farm Mutual Automobile Insurance Bloomington, Illinois	$1.04B	$0	2	1.31%	Maintained
44	Parnassus Investments San Francisco, California	$962M	+$6.79M	3	3.78%	Increased
45	New York State Common Retirement Fund Albany, New York	$957M	+$503K	36	1.15%	Increased
46	DCM Dupont Capital Management Wilmington, Delaware	$918M	-$651K	10	21.01%	Reduced
47	Teachers Advisors New York	$898M	+$64M	35	1.15%	Increased
48	PNC Financial Services Group Pittsburgh, Pennsylvania	$875M	-$1.88M	35	0.85%	Reduced
49	Amundi Asset Management US Boston, Massachusetts	$874M	+$520M	18	1.35%	Increased
50	Macquarie Group Sydney, NSW 2000, Australia	$839M	-$4.53M	17	1.48%	Reduced