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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	-$11M	33	0.29%	Reduced
52	CIBC Private Wealth Group Atlanta, Georgia	$894M	+$2.32M	10	2.08%	Increased
53	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$885M	+$33.6M	30	0.72%	Increased
54	Luther King Capital Management (LKCM) Fort Worth, Texas	$872M	+$388K	11	4.29%	Increased
55	Bank of Montreal Toronto, Ontario, Canada	$867M	+$34.8M	33	0.4%	Increased
56	Fidelity International Hamilton, Bermuda	$841M	-$24.8M	15	0.93%	Reduced
57	UBS Group Zurich, Switzerland	$834M	+$9.55M	47	0.26%	Increased
58	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$823M	$0	1	100%	Maintained
59	Macquarie Group Sydney, NSW 2000, Australia	$807M	-$232M	24	0.69%	Reduced
60	Barclays London, United Kingdom	$790M	+$30.3M	37	0.36%	Increased
61	AKRE Capital Management Middleburg, Virginia	$742M	-$1.17M	1	4.57%	Reduced
62	Mirova US Boston, Massachusetts	$691M	+$74.6M	5	16.13%	Increased
63	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$654M	$0	1	3.1%	Maintained
64	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$645M	-$23.8M	11	0.4%	Reduced
65	Neuberger Berman Group New York	$643M	-$7.81M	16	0.56%	Reduced
66	Kayne Anderson Rudnick Investment Management Los Angeles, California	$628M	-$3.28M	5	1.52%	Reduced
67	KBC Group Brussels, Belgium	$597M	+$17.5M	28	2.19%	Increased
68	American Century Companies Kansas City, Missouri	$571M	+$49.4M	24	0.39%	Increased
69	BP Berkshire Partners Boston, Massachusetts	$568M	-$112M	1	47.09%	Reduced
70	New York State Common Retirement Fund Albany, New York	$566M	-$19.6M	34	0.6%	Reduced
71	Capital International Investors Los Angeles, California	$558M	+$65.6K	2	0.13%	Increased
72	Stifel Financial St. Louis, Missouri	$557M	+$21M	26	0.82%	Increased
73	Citadel Advisors Miami, Florida	$553M	-$16M	34	0.11%	Reduced
74	DZ Bank Frankfurt Am Main, Germany	$553M	+$54.4M	14	0.85%	Increased
75	ProShare Advisors Bethesda, Maryland	$536M	-$7.73M	21	1.51%	Reduced