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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	UBS Group Zurich, Switzerland	$661M	+$57.8M	46	0.28%	Increased
52	Fidelity International Hamilton, Bermuda	$645M	+$81.6M	18	0.87%	Increased
53	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$623M	+$5.52M	1	4.36%	Increased
54	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$621M	+$5.28M	32	0.58%	Increased
55	Boston Partners Boston, Massachusetts	$594M	+$27.6M	4	1.09%	Increased
56	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$581M	+$35.7M	3	2.27%	Increased
57	Luther King Capital Management (LKCM) Fort Worth, Texas	$573M	+$44M	9	3.98%	Increased
58	Aristotle Capital Management Los Angeles, California	$571M	+$30.8M	2	1.92%	Increased
59	Parnassus Investments San Francisco, California	$569M	-$271M	2	1.97%	Reduced
60	Select Equity Group New York	$567M	-$13.2M	3	3.26%	Reduced
61	New York State Common Retirement Fund Albany, New York	$543M	-$37M	36	0.69%	Reduced
62	D.E. Shaw & Co New York	$528M	+$65.3M	24	0.63%	Increased
63	First Trust Advisors Wheaton, Illinois	$510M	+$9.48M	28	0.88%	Increased
64	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$503M	$0	1	61.37%	Maintained
65	Stifel Financial St. Louis, Missouri	$491M	-$116M	26	1.13%	Reduced
66	Neuberger Berman Group New York	$486M	+$4M	15	0.6%	Increased
67	CIBC Private Wealth Group Atlanta, Georgia	$482M	-$111M	9	2.34%	Reduced
68	RhumbLine Advisers Boston, Massachusetts	$479M	-$6.01M	36	0.8%	Reduced
69	Credit Suisse Zurich, Switzerland	$476M	+$15.6M	29	0.34%	Increased
70	Renaissance Technologies New York	$444M	-$124M	33	0.38%	Reduced
71	Citadel Advisors Miami, Florida	$444M	+$23M	34	0.16%	Increased
72	CCM Cantillon Capital Management New York	$443M	+$3.75M	1	3.85%	Increased
73	Harding Loevner Bridgewater, New Jersey	$443M	-$4.68M	2	2.12%	Reduced
74	DF Dent & Co Baltimore, Maryland	$442M	+$5.65M	2	6.67%	Increased
75	C WorldWide Group Copenhagen, Denmark	$434M	-$129M	1	5.06%	Reduced