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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	$2.12B	+$212M	8	0.69%	Increased
27	Goldman Sachs New York	$2.12B	+$385M	38	0.39%	Increased
28	Charles Schwab San Francisco, California	$2.1B	+$124M	37	0.53%	Increased
29	CDR Clayton Dubilier & Rice New York	$2.01B	-$1.67B	1	53.92%	Reduced
30	Principal Financial Group Des Moines, Iowa	$1.92B	+$31.7M	27	1.22%	Increased
31	JP Morgan Chase New York	$1.58B	+$286M	46	0.15%	Increased
32	Neuberger Berman Group New York	$1.56B	+$826M	18	0.68%	Increased
33	Ameriprise Minneapolis, Minnesota	$1.5B	-$29.7M	36	0.45%	Reduced
34	First Trust Advisors Wheaton, Illinois	$1.42B	+$53.4M	29	1.55%	Increased
35	Victory Capital Management San Antonio, Texas	$1.31B	+$90K	28	1.38%	Increased
36	Mirova US Boston, Massachusetts	$1.28B	+$22.6M	6	19.36%	Increased
37	American Century Companies Kansas City, Missouri	$1.28B	-$78.6M	28	0.88%	Reduced
38	Wells Fargo San Francisco, California	$1.24B	+$89.7M	46	0.32%	Increased
39	Brown Advisory Baltimore, Maryland	$1.23B	+$501M	16	1.72%	Increased
40	Capital International Investors Los Angeles, California	$1.2B	+$515M	4	0.27%	Increased
41	Allianz Asset Management Munich, Germany	$1.19B	+$50.3M	20	1.94%	Increased
42	Barclays London, United Kingdom	$1.18B	+$238M	39	0.43%	Increased
43	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.18B	-$43.4M	11	1.48%	Reduced
44	Capital World Investors Los Angeles, California	$1.15B	+$220M	3	0.21%	Increased
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.15B	-$111M	37	0.59%	Reduced
46	Allspring Global Investments Charlotte, North Carolina	$1.14B	-$27.8M	26	1.88%	Reduced
47	Swedbank Stockholm, Sweden	$1.13B	+$232M	11	1.82%	Increased
48	Baillie Gifford & Co Edinburgh, United Kingdom	$1.07B	-$555K	3	0.85%	Reduced
49	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.06B	+$137M	12	2.66%	Increased
50	Boston Partners Boston, Massachusetts	$1.06B	+$240M	7	1.41%	Increased