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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	Primecap Management Pasadena, California	$541M	+$11.3M	3	0.53%	Increased
52	VOYA Investment Management Atlanta, Georgia	$527M	+$46.4M	23	1.21%	Increased
53	California Public Employees Retirement System Sacramento, California	$496M	-$42.1M	32	0.75%	Reduced
54	Gates Foundation Trust Kirkland, Washington	$494M	$0	1	2.9%	Maintained
55	New York State Common Retirement Fund Albany, New York	$491M	-$2.09M	29	0.72%	Reduced
56	Waddell & Reed Financial Overland Park, Kansas	$484M	-$390M	4	0.69%	Reduced
57	Davis Selected Advisers Tucson, Arizona	$481M	-$6.89M	1	1.68%	Reduced
58	Charles Schwab San Francisco, California	$473M	+$6.63M	28	0.65%	Increased
59	GTP Global Thematic Partners New York	$442M	+$5.3M	3	5.87%	Increased
60	Russell Frank Company Seattle, Washington	$435M	+$108M	24	0.7%	Increased
61	Institutional Capital Chicago, Illinois	$430M	+$29.2M	1	3.01%	Increased
62	OppenheimerFunds New York	$419M	-$61.3M	5	0.48%	Reduced
63	American Century Companies Kansas City, Missouri	$417M	+$9.04M	11	0.47%	Increased
64	Managed Account Advisors Jersey City, New Jersey	$398M	+$29.9M	22	0.33%	Increased
65	GAMCO Investors Greenwich, Connecticut	$395M	+$10.9M	16	2.14%	Increased
66	BlackRock New York	$393M	-$55.5M	26	0.58%	Reduced
67	Amundi Asset Management US Boston, Massachusetts	$392M	+$34M	6	1.43%	Increased
68	Adage Capital Partners Boston, Massachusetts	$390M	+$111M	7	0.97%	Increased
69	Ameriprise Minneapolis, Minnesota	$387M	-$48.5M	26	0.22%	Reduced
70	Jennison Associates New York	$386M	+$44M	6	0.35%	Increased
71	Royce & Associates New York	$377M	-$41.8M	14	1.59%	Reduced
72	Guggenheim Capital Chicago, Illinois	$373M	-$9.39M	29	0.92%	Reduced
73	CCM Cantillon Capital Management New York	$369M	-$11.2M	1	7.36%	Reduced
74	Winslow Capital Management Minneapolis, Minnesota	$368M	+$27.7M	1	1.22%	Increased
75	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$366M	-$19.5M	7	0.66%	Reduced