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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	Parnassus Investments San Francisco, California	$705M	+$9.5M	2	2.19%	Increased
52	Select Equity Group New York	$699M	+$68.2M	5	3.43%	Increased
53	UBS Group Zurich, Switzerland	$690M	-$8.27M	44	0.26%	Reduced
54	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$684M	+$34.1M	33	0.71%	Increased
55	D.E. Shaw & Co New York	$661M	+$99.9M	23	0.68%	Increased
56	Janus Henderson Group London,	$651M	-$89.9M	12	0.34%	Reduced
57	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$637M	+$19.8M	3	2.45%	Increased
58	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$625M	$0	1	4.02%	Maintained
59	Nordea Investment Management Stockholm, Sweden	$621M	-$517M	12	1.16%	Reduced
60	Luther King Capital Management (LKCM) Fort Worth, Texas	$619M	+$17.3M	10	3.91%	Increased
61	First Trust Advisors Wheaton, Illinois	$599M	+$67.8M	29	0.96%	Increased
62	Boston Partners Boston, Massachusetts	$597M	-$22.2M	3	1.09%	Reduced
63	Citadel Advisors Miami, Florida	$585M	+$116M	35	0.17%	Increased
64	Capital International Investors Los Angeles, California	$572M	+$331M	3	0.18%	Increased
65	New York State Common Retirement Fund Albany, New York	$558M	-$16.4M	36	0.68%	Reduced
66	Credit Suisse Zurich, Switzerland	$552M	+$34.3M	31	0.34%	Increased
67	BP Berkshire Partners Boston, Massachusetts	$547M	$0	1	52.98%	Maintained
68	Edgewood Management Greenwich, Connecticut	$543M	-$692M	1	1.19%	Reduced
69	Stifel Financial St. Louis, Missouri	$522M	-$1.54M	25	1.07%	Reduced
70	Neuberger Berman Group New York	$499M	-$26.7M	15	0.59%	Reduced
71	RhumbLine Advisers Boston, Massachusetts	$482M	-$23M	35	0.76%	Reduced
72	Bank of Montreal Toronto, Ontario, Canada	$477M	+$8.16M	40	0.4%	Increased
73	DF Dent & Co Baltimore, Maryland	$469M	+$22.5M	2	6.32%	Increased
74	Harding Loevner Bridgewater, New Jersey	$459M	+$9.08M	2	1.66%	Increased
75	VOYA Investment Management Atlanta, Georgia	$445M	-$7.3M	27	0.98%	Reduced