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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	Ameriprise Minneapolis, Minnesota	$899M	-$52.9M	34	0.28%	Reduced
52	Luther King Capital Management (LKCM) Fort Worth, Texas	$896M	+$8.94M	11	4.38%	Increased
53	CIBC Private Wealth Group Atlanta, Georgia	$885M	+$27.4M	10	2.03%	Increased
54	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$881M	-$44.9M	31	0.71%	Reduced
55	UBS Group Zurich, Switzerland	$823M	-$18.3M	46	0.27%	Reduced
56	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$821M	$0	1	100%	Maintained
57	Bank of Montreal Toronto, Ontario, Canada	$817M	+$78M	30	0.41%	Increased
58	Fidelity International Hamilton, Bermuda	$811M	+$30.9M	15	0.87%	Increased
59	AKRE Capital Management Middleburg, Virginia	$783M	-$31.1M	1	4.82%	Reduced
60	Barclays London, United Kingdom	$771M	+$68.5M	38	0.36%	Increased
61	BP Berkshire Partners Boston, Massachusetts	$725M	$0	1	52.29%	Maintained
62	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$678M	-$44.9M	10	0.4%	Reduced
63	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$645M	$0	1	2.97%	Maintained
64	Mirova US Boston, Massachusetts	$608M	+$68M	5	16.31%	Increased
65	Neuberger Berman Group New York	$607M	-$1.12M	14	0.53%	Reduced
66	New York State Common Retirement Fund Albany, New York	$583M	-$15.7M	35	0.6%	Reduced
67	Citadel Advisors Miami, Florida	$577M	+$132M	42	0.13%	Increased
68	Kayne Anderson Rudnick Investment Management Los Angeles, California	$577M	+$15.6M	5	1.42%	Increased
69	Capital International Investors Los Angeles, California	$564M	-$102M	2	0.13%	Reduced
70	NI Nuance Investments Kansas City, Missouri	$553M	-$7.91M	6	9.85%	Reduced
71	Millennium Management New York	$552M	+$76.6M	32	0.34%	Increased
72	KBC Group Brussels, Belgium	$550M	-$53M	27	1.98%	Reduced
73	ProShare Advisors Bethesda, Maryland	$534M	-$14.5M	24	1.56%	Reduced
74	RhumbLine Advisers Boston, Massachusetts	$524M	-$18.5M	33	0.69%	Reduced
75	Stifel Financial St. Louis, Missouri	$521M	-$894K	26	0.78%	Reduced