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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	Boston Partners Boston, Massachusetts	$677M	+$182M	4	0.9%	Increased
52	Victory Capital Management San Antonio, Texas	$675M	+$26.8M	29	0.82%	Increased
53	Citadel Advisors Miami, Florida	$663M	+$258M	33	0.29%	Increased
54	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$649M	-$421M	3	2.08%	Reduced
55	Maverick Capital Dallas, Texas	$629M	+$24.3M	3	9.15%	Increased
56	New York State Common Retirement Fund Albany, New York	$609M	-$24.2M	36	0.72%	Reduced
57	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$603M	+$9.24M	32	0.63%	Increased
58	First Trust Advisors Wheaton, Illinois	$566M	+$40.4M	28	0.97%	Increased
59	C WorldWide Group Copenhagen, Denmark	$566M	-$3.34M	1	6.76%	Reduced
60	AQR Capital Management Greenwich, Connecticut	$565M	+$5.6M	26	0.64%	Increased
61	AKRE Capital Management Middleburg, Virginia	$555M	-$24.2K	1	5.09%	Reduced
62	Select Equity Group New York	$527M	+$26.9M	1	3.33%	Increased
63	Luther King Capital Management (LKCM) Fort Worth, Texas	$527M	-$7.24M	9	3.52%	Reduced
64	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$521M	$0	1	57.04%	Maintained
65	CIBC Private Wealth Group Atlanta, Georgia	$514M	+$37.6M	13	1.68%	Increased
66	Stifel Financial St. Louis, Missouri	$512M	+$90.8M	26	1.07%	Increased
67	Bank of Montreal Toronto, Ontario, Canada	$509M	+$92.2M	40	0.38%	Increased
68	Ruane, Cunniff & Goldfarb New York	$505M	-$18.4M	1	6.24%	Reduced
69	Nordea Investment Management Stockholm, Sweden	$500M	+$47M	11	1%	Increased
70	ProShare Advisors Bethesda, Maryland	$499M	+$62.7M	22	2.31%	Increased
71	Neuberger Berman Group New York	$488M	+$64.2M	17	0.57%	Increased
72	RhumbLine Advisers Boston, Massachusetts	$484M	+$14.2M	35	0.81%	Increased
73	D.E. Shaw & Co New York	$480M	+$293M	22	0.55%	Increased
74	KBC Group Brussels, Belgium	$471M	-$125K	27	2.98%	Reduced
75	VOYA Investment Management Atlanta, Georgia	$471M	+$198M	28	0.97%	Increased