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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
51	Third Point New York	$505M	+$133M	2	7.41%	Increased
52	Davis Selected Advisers Tucson, Arizona	$495M	-$56.1M	1	1.36%	Reduced
53	Mairs & Power Inc St Paul, Minnesota	$485M	+$2.48M	5	7.18%	Increased
54	Gates Foundation Trust Kirkland, Washington	$472M	$0	1	2.38%	Maintained
55	ClearBridge Investments New York	$468M	+$16.9M	10	0.56%	Increased
56	Charles Schwab San Francisco, California	$467M	+$36.1M	29	0.84%	Increased
57	SC Sasco Capital Fairfield, Connecticut	$455M	-$21.9M	2	7.41%	Reduced
58	Lord, Abbett & Co Jersey City, New Jersey	$446M	-$133M	9	1.02%	Reduced
59	BlackRock New York	$423M	-$29.5M	28	0.68%	Reduced
60	Jennison Associates New York	$420M	-$26.4M	8	0.4%	Reduced
61	UBS Zurich, Switzerland	$417M	+$61.6M	35	0.37%	Increased
62	William Blair & Company Chicago, Illinois	$415M	-$10.4M	10	0.69%	Reduced
63	Allianz Asset Management Munich, Germany	$412M	+$24.8M	17	0.5%	Increased
64	Teachers Advisors New York	$409M	+$39M	29	0.89%	Increased
65	GAMCO Investors Greenwich, Connecticut	$404M	-$14M	16	2.18%	Reduced
66	Royal Bank of Canada Toronto, Ontario, Canada	$398M	-$15.1M	35	0.29%	Reduced
67	Discovery Capital Management South Norwalk, Connecticut	$389M	+$338M	1	2.84%	Increased
68	Impax Asset Management (UK) London, United Kingdom	$386M	-$45.6M	11	34.99%	Reduced
69	Primecap Management Pasadena, California	$368M	+$107M	3	0.42%	Increased
70	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$368M	-$101M	3	2.82%	Reduced
71	Winslow Capital Management Minneapolis, Minnesota	$360M	-$14.6M	1	1.13%	Reduced
72	Lazard Asset Management New York	$357M	-$67.4K	6	0.8%	Reduced
73	HSBC Holdings London, United Kingdom	$353M	+$96.7M	10	0.84%	Increased
74	Thrivent Financial for Lutherans Minneapolis, Minnesota	$347M	-$17.4M	13	2.15%	Reduced
75	Guggenheim Capital Chicago, Illinois	$337M	+$13.3M	30	0.96%	Increased