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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	$1.47B	+$11.1M	7	1.1%	Increased
27	Goldman Sachs New York	$1.37B	+$72M	40	0.35%	Increased
28	Capital World Investors Los Angeles, California	$1.33B	-$205M	3	0.25%	Reduced
29	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.33B	-$101M	38	0.72%	Reduced
30	Principal Financial Group Des Moines, Iowa	$1.31B	+$3.78M	31	0.92%	Increased
31	JP Morgan Chase New York	$1.3B	-$135M	41	0.17%	Reduced
32	Amundi Asset Management US Boston, Massachusetts	$1.26B	-$215M	22	0.96%	Reduced
33	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.22B	-$61.1M	12	1.59%	Reduced
34	Primecap Management Pasadena, California	$1.14B	+$1.42M	3	0.79%	Increased
35	Macquarie Group Sydney, NSW 2000, Australia	$1.1B	-$148M	23	1.55%	Reduced
36	California Public Employees Retirement System Sacramento, California	$1.07B	-$80.6M	36	0.81%	Reduced
37	Allianz Asset Management Munich, Germany	$1.06B	-$151M	19	1.03%	Reduced
38	Aristotle Capital Management Los Angeles, California	$1.05B	+$91.3M	3	2.15%	Increased
39	Select Equity Group New York	$1.01B	-$29.1M	3	3.67%	Reduced
40	Victory Capital Management San Antonio, Texas	$1.01B	-$48.8M	28	1.03%	Reduced
41	Parametric Portfolio Associates Seattle, Washington	$997M	-$1.9M	36	0.57%	Reduced
42	Swiss National Bank Zurich, Switzerland	$995M	-$37.5M	29	0.66%	Reduced
43	Gates Foundation Trust Kirkland, Washington	$935M	$0	1	4.46%	Maintained
44	Brown Advisory Baltimore, Maryland	$922M	-$59M	10	1.58%	Reduced
45	Ameriprise Minneapolis, Minnesota	$917M	-$110M	33	0.3%	Reduced
46	Credit Suisse Zurich, Switzerland	$911M	+$40.1M	33	0.47%	Increased
47	Janus Henderson Group London,	$902M	+$27M	15	0.41%	Increased
48	Boston Partners Boston, Massachusetts	$866M	+$12.4M	3	1.16%	Increased
49	Luther King Capital Management (LKCM) Fort Worth, Texas	$834M	+$127M	10	4.48%	Increased
50	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$826M	+$49.3M	33	0.72%	Increased