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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	UBS AM Chicago, Illinois	$1.23B	-$31.2M	26	0.75%	Reduced
27	Edgewood Management Greenwich, Connecticut	$1.23B	+$64.5M	1	2.97%	Increased
28	Charles Schwab San Francisco, California	$1.2B	-$9.3M	35	0.59%	Reduced
29	Amundi Asset Management US Boston, Massachusetts	$1.15B	+$28.9M	21	1.36%	Increased
30	Principal Financial Group Des Moines, Iowa	$1.14B	+$65.1M	29	1%	Increased
31	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.12B	-$18.5M	13	2.4%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.12B	+$32M	38	0.85%	Increased
33	SI Standard Investments New York	$1.08B	+$20.3M	1	32.96%	Increased
34	Nordea Investment Management Stockholm, Sweden	$1.05B	+$496M	12	1.09%	Increased
35	Macquarie Group Sydney, NSW 2000, Australia	$989M	-$37.2M	23	1.7%	Reduced
36	California Public Employees Retirement System Sacramento, California	$963M	+$20.3M	36	0.95%	Increased
37	Allianz Asset Management Munich, Germany	$940M	-$22.8M	20	1.09%	Reduced
38	JP Morgan Chase New York	$924M	-$12.9M	41	0.18%	Reduced
39	Brown Advisory Baltimore, Maryland	$895M	+$56.2M	11	2.08%	Increased
40	Capital World Investors Los Angeles, California	$869M	+$351M	4	0.21%	Increased
41	Gates Foundation Trust Kirkland, Washington	$869M	$0	1	4.86%	Maintained
42	Swiss National Bank Zurich, Switzerland	$860M	+$21.6M	29	0.73%	Increased
43	Parametric Portfolio Associates Seattle, Washington	$814M	-$1.4M	34	0.63%	Reduced
44	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$793M	-$29.7M	10	0.56%	Reduced
45	Primecap Management Pasadena, California	$773M	-$25.8M	3	0.66%	Reduced
46	Barclays London, United Kingdom	$763M	+$203M	36	0.59%	Increased
47	Victory Capital Management San Antonio, Texas	$740M	+$93.4M	25	1%	Increased
48	Ameriprise Minneapolis, Minnesota	$701M	+$2.15M	32	0.3%	Increased
49	Janus Henderson Group London,	$698M	-$70.6M	11	0.39%	Reduced
50	AKRE Capital Management Middleburg, Virginia	$674M	+$10.6M	1	5.07%	Increased