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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	Swedbank Stockholm, Sweden	$2.02B	-$13.1M	10	1.95%	Reduced
27	Nuveen Charlotte, North Carolina	$2.01B	-$472M	36	0.53%	Reduced
28	AllianceBernstein Nashville, Tennessee	$1.9B	-$388M	35	0.6%	Reduced
29	Nordea Investment Management Stockholm, Sweden	$1.86B	+$13.8M	13	1.6%	Increased
30	UBS Group Zurich, Switzerland	$1.84B	-$298M	55	0.3%	Reduced
31	Aristotle Capital Management Los Angeles, California	$1.81B	-$88.1M	4	3.62%	Reduced
32	Ameriprise Minneapolis, Minnesota	$1.8B	-$121M	35	0.41%	Reduced
33	Principal Financial Group Des Moines, Iowa	$1.75B	-$200M	29	0.89%	Reduced
34	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.75B	-$66.3M	14	4.69%	Reduced
35	Wells Fargo San Francisco, California	$1.59B	-$135M	47	0.29%	Reduced
36	AQR Capital Management Greenwich, Connecticut	$1.58B	+$196M	35	0.83%	Increased
37	Capital World Investors Los Angeles, California	$1.58B	+$1.22B	4	0.21%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.55B	-$289M	35	0.5%	Reduced
39	Janus Henderson Group London,	$1.49B	+$156M	27	0.67%	Increased
40	Gates Foundation Trust Kirkland, Washington	$1.38B	$0	2	3.91%	Maintained
41	WPL WINDACRE PARTNERSHIP LLC Houston, Texas	$1.38B	+$1.43B	1	14.78%	New
42	Victory Capital Management San Antonio, Texas	$1.36B	-$166M	25	0.77%	Reduced
43	T. Rowe Price Investment Management Baltimore, Maryland	$1.35B	-$1.14B	11	0.85%	Reduced
44	Neuberger Berman Group New York	$1.22B	+$9.2M	21	0.91%	Increased
45	American Century Companies Kansas City, Missouri	$1.17B	-$206M	30	0.59%	Reduced
46	Mirova US Boston, Massachusetts	$1.15B	-$470M	7	11.54%	Reduced
47	DZ Bank Frankfurt Am Main, Germany	$1.14B	-$25.5M	16	0.98%	Reduced
48	Allianz Asset Management Munich, Germany	$1.11B	-$144M	19	1.13%	Reduced
49	D.E. Shaw & Co New York	$1.06B	-$220M	23	0.58%	Reduced
50	Mitsubishi UFJ Asset Management Tokyo, Japan	$980M	-$91.3M	22	0.66%	Reduced