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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	ClearBridge Investments New York	$507M	-$703K	10	0.56%	Reduced
52	Primecap Management Pasadena, California	$503M	+$122M	3	0.54%	Increased
53	Gates Foundation Trust Kirkland, Washington	$501M	$0	1	2.31%	Maintained
54	Mairs & Power Inc St Paul, Minnesota	$498M	+$11.9M	5	7.27%	Increased
55	Davis Selected Advisers Tucson, Arizona	$489M	-$324K	1	1.52%	Reduced
56	Royce & Associates New York	$486M	-$50.2M	15	1.64%	Reduced
57	VOYA Investment Management Atlanta, Georgia	$483M	-$95.7M	23	1.09%	Reduced
58	Impax Asset Management (UK) London, United Kingdom	$444M	+$5.3M	12	37.96%	Increased
59	Royal Bank of Canada Toronto, Ontario, Canada	$438M	+$6.78M	35	0.3%	Increased
60	Discovery Capital Management South Norwalk, Connecticut	$433M	-$48.6M	1	4.88%	Reduced
61	UBS Zurich, Switzerland	$432M	-$14.1M	40	0.32%	Reduced
62	Charles Schwab San Francisco, California	$425M	-$65.3M	29	0.7%	Reduced
63	Jennison Associates New York	$424M	-$38.8M	7	0.39%	Reduced
64	MCM Mason Capital Management New York	$412M	+$217M	1	4.32%	Increased
65	BlackRock New York	$408M	+$28M	29	0.6%	Increased
66	Amundi Asset Management US Boston, Massachusetts	$404M	+$59.8M	8	1.53%	Increased
67	GAMCO Investors Greenwich, Connecticut	$400M	+$4.25M	17	2.15%	Increased
68	Aristotle Capital Management Los Angeles, California	$399M	+$37.2M	3	5.25%	Increased
69	Principal Financial Group Des Moines, Iowa	$391M	-$8.04M	18	0.66%	Reduced
70	SC Sasco Capital Fairfield, Connecticut	$374M	-$100M	2	6.1%	Reduced
71	CRM Cramer Rosenthal McGlynn Stamford, Connecticut	$370M	-$9.43M	4	3.7%	Reduced
72	Winslow Capital Management Minneapolis, Minnesota	$365M	-$7.05M	1	1.11%	Reduced
73	Adage Capital Partners Boston, Massachusetts	$363M	-$4.14M	8	0.9%	Reduced
74	Prudential Financial Newark, New Jersey	$363M	-$80.9M	19	0.68%	Reduced
75	Teachers Advisors New York	$361M	-$8.97M	28	0.73%	Reduced