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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	Gates Foundation Trust Kirkland, Washington	$479M	$0	1	2.78%	Maintained
52	Primecap Management Pasadena, California	$467M	+$5.04M	3	0.52%	Increased
53	New York State Common Retirement Fund Albany, New York	$453M	+$19.8M	28	0.72%	Increased
54	Royal Bank of Canada Toronto, Ontario, Canada	$443M	-$50.6M	37	0.33%	Reduced
55	Charles Schwab San Francisco, California	$434M	+$15.7M	28	0.64%	Increased
56	Barclays London, United Kingdom	$434M	+$254M	30	0.52%	Increased
57	California Public Employees Retirement System Sacramento, California	$427M	-$16.3M	32	0.73%	Reduced
58	Credit Suisse Zurich, Switzerland	$420M	-$222M	28	0.5%	Reduced
59	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$412M	-$101M	3	0.63%	Reduced
60	BCM Bluefin Capital Management New York	$406M	+$437M	1	24.79%	Increased
61	BlackRock New York	$400M	+$48.7M	26	0.63%	Increased
62	Waddell & Reed Financial Overland Park, Kansas	$388M	-$6.12M	4	0.64%	Reduced
63	Winslow Capital Management Minneapolis, Minnesota	$374M	+$17.9M	1	1.36%	Increased
64	Jennison Associates New York	$369M	+$17.5M	5	0.38%	Increased
65	CCM Cantillon Capital Management New York	$357M	-$772K	1	7.61%	Reduced
66	GAMCO Investors Greenwich, Connecticut	$355M	-$12.7M	16	2.34%	Reduced
67	Parnassus Investments San Francisco, California	$354M	-$457M	2	2.61%	Reduced
68	Russell Frank Company Seattle, Washington	$348M	-$45M	23	0.65%	Reduced
69	Ameriprise Minneapolis, Minnesota	$346M	+$3.13M	25	0.21%	Increased
70	Allianz Asset Management Munich, Germany	$343M	+$69.2M	10	0.41%	Increased
71	Amundi Asset Management US Boston, Massachusetts	$335M	-$31.1M	5	1.37%	Reduced
72	American Century Companies Kansas City, Missouri	$331M	-$16.4M	10	0.4%	Reduced
73	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$331M	+$3.63M	7	0.64%	Increased
74	Guggenheim Capital Chicago, Illinois	$323M	-$11.4M	29	1%	Reduced
75	GTP Global Thematic Partners New York	$323M	-$38M	3	5.42%	Reduced