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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	$819M	-$73.1M	29	0.99%	Reduced
52	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$812M	$0	1	100%	Maintained
53	UBS Group Zurich, Switzerland	$810M	+$7.53M	46	0.27%	Increased
54	CIBC Private Wealth Group Atlanta, Georgia	$806M	-$40.3M	10	2.03%	Reduced
55	Nordea Investment Management Stockholm, Sweden	$805M	-$49M	13	1.17%	Reduced
56	Parnassus Investments San Francisco, California	$798M	-$28.9M	2	1.94%	Reduced
57	Fidelity International Hamilton, Bermuda	$727M	-$347M	17	0.83%	Reduced
58	AKRE Capital Management Middleburg, Virginia	$700M	-$71.3M	1	4.77%	Reduced
59	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$693M	-$69.1M	11	0.43%	Reduced
60	Bank of Montreal Toronto, Ontario, Canada	$690M	-$60.8M	40	0.45%	Reduced
61	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$671M	$0	1	3.47%	Maintained
62	Barclays London, United Kingdom	$669M	-$342M	38	0.36%	Reduced
63	Capital International Investors Los Angeles, California	$645M	-$183M	3	0.16%	Reduced
64	BP Berkshire Partners Boston, Massachusetts	$643M	-$118M	1	51.7%	Reduced
65	Neuberger Berman Group New York	$608M	+$6.56M	16	0.58%	Increased
66	Mackenzie Financial Toronto Ontario, Ontario, Canada	$589M	-$11.2M	10	0.9%	Reduced
67	New York State Common Retirement Fund Albany, New York	$575M	-$40.9M	35	0.64%	Reduced
68	KBC Group Brussels, Belgium	$562M	+$83.7M	29	2.28%	Increased
69	NI Nuance Investments Kansas City, Missouri	$552M	+$94M	6	10.3%	Increased
70	RhumbLine Advisers Boston, Massachusetts	$519M	-$56.1M	35	0.71%	Reduced
71	ProShare Advisors Bethesda, Maryland	$519M	+$43.7M	26	1.63%	Increased
72	Stifel Financial St. Louis, Missouri	$518M	-$65.7M	25	0.85%	Reduced
73	Swedbank Stockholm, Sweden	$516M	+$279M	10	1.07%	Increased
74	Mirova US Boston, Massachusetts	$509M	+$79.3M	5	17.7%	Increased
75	Ruane, Cunniff & Goldfarb New York	$503M	-$10.8M	1	4.73%	Reduced