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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	Amundi Asset Management US Boston, Massachusetts	$1.45B	+$54.2M	22	1.23%	Increased
27	SI Standard Investments New York	$1.44B	$0	1	43.43%	Maintained
28	ClearBridge Investments New York	$1.44B	-$16.5M	7	1.11%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.4B	-$40.1M	38	0.85%	Reduced
30	JP Morgan Chase New York	$1.36B	+$125M	41	0.2%	Increased
31	Capital World Investors Los Angeles, California	$1.33B	-$109M	3	0.26%	Reduced
32	Principal Financial Group Des Moines, Iowa	$1.33B	+$42.2M	29	0.99%	Increased
33	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.32B	+$52.3M	11	1.98%	Increased
34	Goldman Sachs New York	$1.24B	-$252M	39	0.32%	Reduced
35	Allianz Asset Management Munich, Germany	$1.22B	+$165M	20	1.2%	Increased
36	California Public Employees Retirement System Sacramento, California	$1.13B	-$3.72M	37	0.87%	Reduced
37	Macquarie Group Sydney, NSW 2000, Australia	$1.13B	-$81.9M	23	1.65%	Reduced
38	Fidelity International Hamilton, Bermuda	$1.03B	+$151M	17	1.26%	Increased
39	Brown Advisory Baltimore, Maryland	$1.02B	+$18.2M	11	1.81%	Increased
40	Swiss National Bank Zurich, Switzerland	$1.01B	-$21.5M	29	0.71%	Reduced
41	Victory Capital Management San Antonio, Texas	$994M	-$109M	27	1.11%	Reduced
42	Barclays London, United Kingdom	$982M	-$755M	36	0.52%	Reduced
43	Ameriprise Minneapolis, Minnesota	$980M	+$6.22M	32	0.35%	Increased
44	Parametric Portfolio Associates Seattle, Washington	$973M	+$3.03M	36	0.61%	Increased
45	Primecap Management Pasadena, California	$970M	-$14.2M	3	0.72%	Reduced
46	Gates Foundation Trust Kirkland, Washington	$945M	$0	1	4.23%	Maintained
47	Aristotle Capital Management Los Angeles, California	$926M	+$25.3M	3	2.3%	Increased
48	Citadel Advisors Miami, Florida	$881M	+$140M	36	0.23%	Increased
49	Select Equity Group New York	$874M	+$28.6M	4	3.59%	Increased
50	CIBC Private Wealth Group Atlanta, Georgia	$871M	-$67.9M	12	2.3%	Reduced