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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	First Trust Advisors Wheaton, Illinois	$862M	+$146M	29	1.14%	Increased
52	Nordea Investment Management Stockholm, Sweden	$839M	+$156M	12	1.35%	Increased
53	Credit Suisse Zurich, Switzerland	$839M	+$195M	33	0.41%	Increased
54	AKRE Capital Management Middleburg, Virginia	$825M	-$262K	1	5.57%	Reduced
55	Parnassus Investments San Francisco, California	$818M	-$16.6M	2	2.22%	Reduced
56	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$799M	+$33.2M	34	0.74%	Increased
57	Janus Henderson Group London,	$790M	-$18.5M	12	0.37%	Reduced
58	Boston Partners Boston, Massachusetts	$785M	+$17M	3	1.22%	Increased
59	UBS Group Zurich, Switzerland	$781M	-$4.3M	45	0.26%	Reduced
60	Bank of Montreal Toronto, Ontario, Canada	$772M	+$192M	40	0.51%	Increased
61	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$752M	-$92.6M	10	0.49%	Reduced
62	Millennium Management New York	$745M	+$316M	22	0.54%	Increased
63	D.E. Shaw & Co New York	$743M	-$65.4M	23	0.66%	Reduced
64	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$723M	-$65.6M	2	2.49%	Reduced
65	Capital International Investors Los Angeles, California	$720M	+$24.3M	4	0.2%	Increased
66	Luther King Capital Management (LKCM) Fort Worth, Texas	$707M	+$12.7M	10	3.98%	Increased
67	UFM Ursa Fund Management Danville, California	$703M	+$618M	1	43.73%	New
68	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$675M	$0	1	3.73%	Maintained
69	BP Berkshire Partners Boston, Massachusetts	$621M	-$94.5M	1	49.54%	Reduced
70	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$600M	$0	1	60.63%	Maintained
71	New York State Common Retirement Fund Albany, New York	$599M	-$40.2M	35	0.67%	Reduced
72	Stifel Financial St. Louis, Missouri	$587M	+$17.6M	26	1.05%	Increased
73	Mackenzie Financial Toronto Ontario, Ontario, Canada	$585M	+$72.5M	11	1.26%	Increased
74	Neuberger Berman Group New York	$571M	+$4.71M	15	0.59%	Increased
75	RhumbLine Advisers Boston, Massachusetts	$561M	+$3.68M	35	0.77%	Increased