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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	AllianceBernstein Nashville, Tennessee	$2.42B	+$17.2M	35	0.76%	Increased
27	UBS Group Zurich, Switzerland	$2.2B	+$297M	54	0.34%	Increased
28	Swedbank Stockholm, Sweden	$2.18B	+$358M	10	2.21%	Increased
29	Principal Financial Group Des Moines, Iowa	$2.11B	-$9.06M	29	1.06%	Reduced
30	Ameriprise Minneapolis, Minnesota	$2.04B	+$51.4M	36	0.47%	Increased
31	Aristotle Capital Management Los Angeles, California	$2B	-$93.5M	4	3.86%	Reduced
32	Nordea Investment Management Stockholm, Sweden	$1.92B	+$83.8M	13	1.68%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.91B	+$64.8M	34	0.64%	Increased
34	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.87B	+$38.1M	14	4.55%	Increased
35	Wells Fargo San Francisco, California	$1.79B	+$32.3M	46	0.34%	Increased
36	Mirova US Boston, Massachusetts	$1.71B	-$176M	7	17.22%	Reduced
37	Victory Capital Management San Antonio, Texas	$1.63B	-$146M	27	0.95%	Reduced
38	Gates Foundation Trust Kirkland, Washington	$1.44B	$0	2	3.94%	Maintained
39	American Century Companies Kansas City, Missouri	$1.43B	-$163M	31	0.73%	Reduced
40	AQR Capital Management Greenwich, Connecticut	$1.43B	+$371M	37	0.91%	Increased
41	Janus Henderson Group London,	$1.39B	+$145M	28	0.64%	Increased
42	Allianz Asset Management Munich, Germany	$1.31B	-$109M	18	1.46%	Reduced
43	Neuberger Berman Group New York	$1.28B	+$167M	22	0.93%	Increased
44	D.E. Shaw & Co New York	$1.25B	+$349M	32	0.71%	Increased
45	Wellington Management Group Boston, Massachusetts	$1.24B	-$1.64B	16	0.22%	Reduced
46	DZ Bank Frankfurt Am Main, Germany	$1.23B	+$39.2M	18	1.07%	Increased
47	Brown Advisory Baltimore, Maryland	$1.19B	-$110M	20	1.55%	Reduced
48	Mitsubishi UFJ Asset Management Tokyo, Japan	$1.17B	+$119M	22	0.84%	Increased
49	Barclays London, United Kingdom	$1.09B	-$296M	43	0.24%	Reduced
50	Raymond James Financial St Petersburg, Florida	$1.06B	-$12.4M	43	0.34%	Reduced