← All themes

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	$2.23B	+$52.4M	9	0.67%	Increased
27	Principal Financial Group Des Moines, Iowa	$2.09B	+$76.7M	25	1.23%	Increased
28	AllianceBernstein Nashville, Tennessee	$2.09B	-$829M	33	0.74%	Reduced
29	Goldman Sachs New York	$1.94B	-$317M	40	0.34%	Reduced
30	JP Morgan Chase New York	$1.88B	+$144M	47	0.16%	Increased
31	First Trust Advisors Wheaton, Illinois	$1.76B	+$189M	29	1.78%	Increased
32	Ameriprise Minneapolis, Minnesota	$1.67B	+$9.22M	36	0.46%	Increased
33	Capital International Investors Los Angeles, California	$1.65B	+$238M	4	0.33%	Increased
34	American Century Companies Kansas City, Missouri	$1.62B	+$181M	30	1.02%	Increased
35	Mirova US Boston, Massachusetts	$1.5B	+$113M	6	20.16%	Increased
36	Swedbank Stockholm, Sweden	$1.45B	+$127M	11	2.04%	Increased
37	Allianz Asset Management Munich, Germany	$1.39B	+$86.7M	19	2.14%	Increased
38	Brown Advisory Baltimore, Maryland	$1.37B	+$8.45M	17	1.84%	Increased
39	Wells Fargo San Francisco, California	$1.37B	+$26.2M	48	0.33%	Increased
40	Victory Capital Management San Antonio, Texas	$1.26B	-$177M	28	1.23%	Reduced
41	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.26B	+$38.2M	37	0.59%	Increased
42	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$1.26B	+$42.4M	11	1.32%	Increased
43	Barclays London, United Kingdom	$1.24B	-$22.2M	38	0.43%	Reduced
44	Gates Foundation Trust Kirkland, Washington	$1.22B	$0	2	2.65%	Maintained
45	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.21B	+$53.4M	13	2.8%	Increased
46	Baillie Gifford & Co Edinburgh, United Kingdom	$1.19B	-$61.1M	3	0.93%	Reduced
47	Boston Partners Boston, Massachusetts	$1.17B	-$8.56M	7	1.4%	Reduced
48	Allspring Global Investments Charlotte, North Carolina	$1.17B	-$67.6M	25	1.83%	Reduced
49	Capital World Investors Los Angeles, California	$1.16B	-$159M	3	0.19%	Reduced
50	UBS Group Zurich, Switzerland	$1.15B	+$100M	50	0.29%	Increased