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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	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.41B	+$244M	4	2.28%	Increased
27	Impax Asset Management (UK) London, United Kingdom	$1.39B	+$56.9M	12	33.65%	Increased
28	UBS Group Zurich, Switzerland	$1.35B	-$72.3M	44	0.59%	Reduced
29	Legal & General Group London, United Kingdom	$1.35B	-$78.7M	36	1.04%	Reduced
30	Janus Henderson Group London,	$1.31B	+$26.8M	12	0.75%	Increased
31	Royal Bank of Canada Toronto, Ontario, Canada	$1.31B	+$18.6M	41	0.59%	Increased
32	Charles Schwab San Francisco, California	$1.25B	+$22.9M	35	0.91%	Increased
33	UBS AM Chicago, Illinois	$1.24B	-$68.6M	27	0.95%	Reduced
34	Principal Financial Group Des Moines, Iowa	$1.2B	-$137M	31	1.11%	Reduced
35	Massachusetts Financial Services Boston, Massachusetts	$1.18B	-$255M	7	0.51%	Reduced
36	Allianz Asset Management Munich, Germany	$1.01B	-$77.1M	17	0.97%	Reduced
37	State Farm Mutual Automobile Insurance Bloomington, Illinois	$967M	$0	2	1.29%	Maintained
38	Swiss National Bank Zurich, Switzerland	$946M	+$28.8M	28	1.08%	Increased
39	Third Point New York	$943M	+$14.9M	1	6.57%	Increased
40	Capital Research Global Investors Los Angeles, California	$922M	+$263M	2	0.25%	Increased
41	Glenview Capital Management New York	$908M	-$203M	2	6.2%	Reduced
42	Amundi Asset Management US Boston, Massachusetts	$884M	-$41.9M	18	1.27%	Reduced
43	New York State Common Retirement Fund Albany, New York	$853M	-$57.3M	36	1.06%	Reduced
44	Teachers Advisors New York	$848M	-$28M	35	1.06%	Reduced
45	DCM Dupont Capital Management Wilmington, Delaware	$847M	-$716K	8	20.02%	Reduced
46	Macquarie Group Sydney, NSW 2000, Australia	$836M	+$42.6M	18	1.44%	Increased
47	Primecap Management Pasadena, California	$830M	+$40M	3	0.62%	Increased
48	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$823M	+$65.5M	7	0.96%	Increased
49	Parametric Portfolio Associates Seattle, Washington	$823M	+$32.3M	33	0.78%	Increased
50	Parnassus Investments San Francisco, California	$809M	-$106M	3	3.22%	Reduced