← 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
51	BlackRock Investment Management Wilmington, Delaware	$509M	-$19.7M	29	0.68%	Reduced
52	Mairs & Power Inc St Paul, Minnesota	$499M	+$26.8M	5	7.07%	Increased
53	Charles Schwab San Francisco, California	$494M	+$13.2M	27	0.83%	Increased
54	Allianz Asset Management Munich, Germany	$489M	+$34.9M	14	0.61%	Increased
55	Gates Foundation Trust Kirkland, Washington	$486M	$0	1	2.43%	Maintained
56	SC Sasco Capital Fairfield, Connecticut	$484M	-$809K	2	7.34%	Reduced
57	American Century Companies Kansas City, Missouri	$479M	-$126M	10	0.55%	Reduced
58	D.E. Shaw & Co New York	$477M	+$134M	14	0.65%	Increased
59	Davis Selected Advisers Tucson, Arizona	$475M	-$34.3M	1	1.41%	Reduced
60	Discovery Capital Management South Norwalk, Connecticut	$472M	+$58.8M	1	4.51%	Increased
61	Impax Asset Management (UK) London, United Kingdom	$466M	+$72.5M	12	29.17%	Increased
62	Jennison Associates New York	$461M	+$14.8M	7	0.42%	Increased
63	UBS Zurich, Switzerland	$454M	+$20M	38	0.36%	Increased
64	Prudential Financial Newark, New Jersey	$440M	+$101M	22	0.78%	Increased
65	Royal Bank of Canada Toronto, Ontario, Canada	$437M	+$22.8M	34	0.3%	Increased
66	GAMCO Investors Greenwich, Connecticut	$422M	-$739K	16	2.21%	Reduced
67	Primecap Management Pasadena, California	$416M	+$85.7M	3	0.46%	Increased
68	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$403M	+$25.8M	4	3.24%	Increased
69	Principal Financial Group Des Moines, Iowa	$402M	+$82.3M	19	0.68%	Increased
70	BlackRock New York	$383M	-$58.1M	27	0.57%	Reduced
71	Teachers Advisors New York	$373M	-$59.9M	27	0.76%	Reduced
72	Adage Capital Partners Boston, Massachusetts	$365M	+$18.2M	8	0.94%	Increased
73	Winslow Capital Management Minneapolis, Minnesota	$361M	-$10.6M	1	1.1%	Reduced
74	Aristotle Capital Management Los Angeles, California	$353M	+$3.79M	3	4.69%	Increased
75	TimesSquare Capital Management New York	$349M	+$42.1M	2	1.88%	Increased