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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	Macquarie Group Sydney, NSW 2000, Australia	$1.01B	+$70.8M	24	0.84%	Increased
52	Janus Henderson Group London,	$968M	-$462M	27	0.4%	Reduced
53	Luther King Capital Management (LKCM) Fort Worth, Texas	$964M	-$5.3M	11	4.36%	Reduced
54	UBS Group Zurich, Switzerland	$962M	+$31.3M	50	0.28%	Increased
55	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$940M	-$34.3M	31	0.58%	Reduced
56	Barclays London, United Kingdom	$935M	+$56.5M	32	0.35%	Increased
57	Fidelity International Hamilton, Bermuda	$918M	-$43.7M	14	0.94%	Reduced
58	CIBC Private Wealth Group Atlanta, Georgia	$906M	-$82.1M	10	1.88%	Reduced
59	American Century Companies Kansas City, Missouri	$893M	+$250M	22	0.57%	Increased
60	Credit Suisse Zurich, Switzerland	$878M	-$113M	31	0.47%	Reduced
61	Neuberger Berman Group New York	$834M	+$106M	16	0.65%	Increased
62	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$830M	$0	1	100%	Maintained
63	Nordea Investment Management Stockholm, Sweden	$828M	-$306M	12	0.99%	Reduced
64	ClearBridge Investments New York	$826M	-$751M	7	0.56%	Reduced
65	AKRE Capital Management Middleburg, Virginia	$818M	+$231K	1	4.56%	Increased
66	KBC Group Brussels, Belgium	$709M	+$38.5M	29	2.34%	Increased
67	Kayne Anderson Rudnick Investment Management Los Angeles, California	$691M	-$12.7M	6	1.59%	Reduced
68	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$674M	-$38.8M	10	0.41%	Reduced
69	WC Wexford Capital West Palm Beach, Florida	$657M	+$36.9M	2	27.44%	New
70	Stifel Financial St. Louis, Missouri	$657M	+$29.8M	28	0.87%	Increased
71	New York State Common Retirement Fund Albany, New York	$649M	+$9.35M	35	0.65%	Increased
72	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$640M	-$90.4M	1	2.78%	Reduced
73	ProShare Advisors Bethesda, Maryland	$605M	+$19.6M	23	1.19%	Increased
74	Swedbank Stockholm, Sweden	$572M	+$2.73M	10	0.96%	Increased
75	RhumbLine Advisers Boston, Massachusetts	$569M	+$119K	35	0.7%	Increased