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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	Massachusetts Financial Services Boston, Massachusetts	$1.81B	+$57.2M	8	0.62%	Increased
27	Charles Schwab San Francisco, California	$1.75B	+$9.6M	36	0.53%	Increased
28	Nuveen Charlotte, North Carolina	$1.67B	-$106M	33	0.62%	Reduced
29	Principal Financial Group Des Moines, Iowa	$1.64B	+$28.7M	24	1.17%	Increased
30	Goldman Sachs New York	$1.55B	-$19M	40	0.36%	Reduced
31	Quilter Plc London, United Kingdom	$1.47B	-$3.22M	7	5.66%	Reduced
32	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.42B	+$17M	37	0.79%	Increased
33	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.26B	-$30.3M	10	1.99%	Reduced
34	First Trust Advisors Wheaton, Illinois	$1.2B	+$415K	28	1.38%	Increased
35	Ameriprise Minneapolis, Minnesota	$1.18B	-$79.2M	35	0.39%	Reduced
36	Victory Capital Management San Antonio, Texas	$1.16B	-$46.4M	29	1.31%	Reduced
37	Allspring Global Investments Charlotte, North Carolina	$1.12B	-$18.5M	29	1.86%	Reduced
38	Millennium Management New York	$1.07B	+$95M	34	0.62%	Increased
39	JP Morgan Chase New York	$1.06B	+$35.7M	39	0.13%	Increased
40	Wells Fargo San Francisco, California	$1.03B	+$12.2M	45	0.3%	Increased
41	American Century Companies Kansas City, Missouri	$1.03B	+$96.1M	26	0.82%	Increased
42	Mirova US Boston, Massachusetts	$1.02B	+$56.2M	5	18.5%	Increased
43	Primecap Management Pasadena, California	$958M	+$58.7M	2	0.84%	Increased
44	Swiss National Bank Zurich, Switzerland	$958M	-$29.2M	29	0.66%	Reduced
45	Gates Foundation Trust Kirkland, Washington	$864M	$0	1	2.37%	Maintained
46	Allianz Asset Management Munich, Germany	$859M	+$39.1M	18	1.52%	Increased
47	BNP Paribas Financial Markets Paris, France	$796M	+$353M	31	1.12%	Increased
48	Citadel Advisors Miami, Florida	$792M	+$129M	42	0.17%	Increased
49	Boston Partners Boston, Massachusetts	$763M	-$308M	5	1.05%	Reduced
50	Baillie Gifford & Co Edinburgh, United Kingdom	$761M	+$228M	3	0.69%	Increased