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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	$1.35B	-$18.3M	8	1.18%	Reduced
27	Charles Schwab San Francisco, California	$1.23B	+$13M	35	0.72%	Increased
28	Royal Bank of Canada Toronto, Ontario, Canada	$1.2B	+$36M	41	0.48%	Increased
29	UBS AM Chicago, Illinois	$1.2B	+$17.5M	27	0.81%	Increased
30	Edgewood Management Greenwich, Connecticut	$1.14B	-$156M	1	3.74%	Reduced
31	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$1.14B	-$99.8M	3	2.23%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.11B	-$190M	42	0.77%	Reduced
33	Principal Financial Group Des Moines, Iowa	$1.1B	+$2.87M	30	0.97%	Increased
34	Amundi Asset Management US Boston, Massachusetts	$1.04B	-$60M	22	1.55%	Reduced
35	Ameriprise Minneapolis, Minnesota	$1.04B	-$14.1M	31	0.46%	Reduced
36	Janus Henderson Group London,	$1B	-$6.8M	11	0.54%	Reduced
37	California Public Employees Retirement System Sacramento, California	$997M	+$138M	35	0.99%	Increased
38	Macquarie Group Sydney, NSW 2000, Australia	$971M	+$56.6M	16	1.63%	Increased
39	Parnassus Investments San Francisco, California	$935M	+$34.9M	2	3.39%	Increased
40	Primecap Management Pasadena, California	$930M	-$31M	3	0.74%	Reduced
41	Capital International Investors Los Angeles, California	$906M	-$7.3M	3	0.35%	Reduced
42	Gates Foundation Trust Kirkland, Washington	$865M	$0	1	4.07%	Maintained
43	UBS Group Zurich, Switzerland	$861M	-$25.5M	45	0.33%	Reduced
44	Allianz Asset Management Munich, Germany	$838M	-$33.8M	22	0.82%	Reduced
45	Brown Advisory Baltimore, Maryland	$821M	+$11.6M	11	2.3%	Increased
46	Parametric Portfolio Associates Seattle, Washington	$807M	+$37.8M	37	0.65%	Increased
47	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$786M	+$1.21M	8	0.68%	Increased
48	Barclays London, United Kingdom	$765M	-$46.6M	38	0.48%	Reduced
49	Swiss National Bank Zurich, Switzerland	$755M	+$8.2M	27	0.8%	Increased
50	American Century Companies Kansas City, Missouri	$673M	-$54.8M	15	0.68%	Reduced