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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	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.73B	+$38M	38	0.82%	Increased
27	Charles Schwab San Francisco, California	$1.69B	+$59.1M	35	0.55%	Increased
28	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.67B	+$407M	18	1.89%	Increased
29	Massachusetts Financial Services Boston, Massachusetts	$1.59B	+$153M	9	0.46%	Increased
30	Principal Financial Group Des Moines, Iowa	$1.57B	+$66.7M	31	1.02%	Increased
31	Goldman Sachs New York	$1.53B	+$157M	37	0.32%	Increased
32	Amundi Paris, France	$1.52B	+$64M	24	1.06%	Increased
33	ClearBridge Investments New York	$1.44B	-$28.2M	6	1.03%	Reduced
34	Capital World Investors Los Angeles, California	$1.42B	-$37.6M	2	0.24%	Reduced
35	Janus Henderson Group London,	$1.24B	+$116M	23	0.54%	Increased
36	Select Equity Group New York	$1.23B	+$210M	4	4.13%	Increased
37	Allianz Asset Management Munich, Germany	$1.22B	-$28.6M	21	0.95%	Reduced
38	JP Morgan Chase New York	$1.22B	-$18.1M	41	0.15%	Reduced
39	Victory Capital Management San Antonio, Texas	$1.12B	+$64.8M	27	1.1%	Increased
40	Primecap Management Pasadena, California	$1.12B	-$9.11M	3	0.79%	Reduced
41	Parametric Portfolio Associates Seattle, Washington	$1.1B	+$41.1M	36	0.62%	Increased
42	First Trust Advisors Wheaton, Illinois	$1.09B	+$139M	27	1.17%	Increased
43	Nordea Investment Management Stockholm, Sweden	$1.07B	+$102M	13	1.4%	Increased
44	California Public Employees Retirement System Sacramento, California	$1.04B	+$3.93M	14	0.78%	Increased
45	Swiss National Bank Zurich, Switzerland	$1.04B	-$29.4M	29	0.66%	Reduced
46	Parnassus Investments San Francisco, California	$998M	+$6.01M	2	2.1%	Increased
47	Brown Advisory Baltimore, Maryland	$984M	+$22.2M	12	1.45%	Increased
48	Boston Partners Boston, Massachusetts	$949M	+$154M	4	1.2%	Increased
49	Credit Suisse Zurich, Switzerland	$915M	-$42.2M	32	0.5%	Reduced
50	Gates Foundation Trust Kirkland, Washington	$911M	$0	1	3.93%	Maintained