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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	BlackRock Investment Management Wilmington, Delaware	$490M	-$612K	32	0.65%	Reduced
52	Allianz Asset Management Munich, Germany	$480M	-$11.3M	15	0.53%	Reduced
53	VOYA Investment Management Atlanta, Georgia	$478M	-$21M	22	1.06%	Reduced
54	Royce & Associates New York	$473M	+$15M	13	1.64%	Increased
55	New York State Common Retirement Fund Albany, New York	$469M	-$24.5M	16	0.69%	Reduced
56	Davis Selected Advisers Tucson, Arizona	$457M	+$12.3M	1	1.48%	Increased
57	Gates Foundation Trust Kirkland, Washington	$456M	$0	1	2.28%	Maintained
58	Ameriprise Minneapolis, Minnesota	$453M	-$199M	23	0.26%	Reduced
59	Adage Capital Partners Boston, Massachusetts	$431M	+$74.6M	9	1.06%	Increased
60	Charles Schwab San Francisco, California	$425M	+$21M	29	0.64%	Increased
61	BlackRock New York	$417M	+$30.2M	29	0.6%	Increased
62	GAMCO Investors Greenwich, Connecticut	$413M	-$9.83M	16	2.15%	Reduced
63	Principal Financial Group Des Moines, Iowa	$410M	+$41.2M	17	0.64%	Increased
64	GTP Global Thematic Partners New York	$405M	+$238M	3	6.38%	Increased
65	Royal Bank of Canada Toronto, Ontario, Canada	$404M	+$1.3M	35	0.26%	Increased
66	BKBG BHF Kleinwort Benson Group Brussels, Belgium	$379M	+$138M	16	9.82%	Increased
67	Artisan Partners Milwaukee, Wisconsin	$374M	+$86.3M	3	0.65%	Increased
68	Guggenheim Capital Chicago, Illinois	$372M	+$28.8M	30	0.93%	Increased
69	SC Sasco Capital Fairfield, Connecticut	$348M	-$2.94M	2	5.87%	Reduced
70	Prudential Financial Newark, New Jersey	$347M	+$25.3M	20	0.63%	Increased
71	Jennison Associates New York	$345M	-$98.7M	5	0.32%	Reduced
72	Gabelli Funds Rye, New York	$341M	-$6.29M	24	1.66%	Reduced
73	Amundi Asset Management US Boston, Massachusetts	$340M	-$35.4M	8	1.23%	Reduced
74	Teachers Advisors New York	$335M	-$19.4M	28	0.64%	Reduced
75	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$324M	-$7.16M	7	0.63%	Reduced