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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	Luther King Capital Management (LKCM) Fort Worth, Texas	$692M	+$7.53M	10	3.87%	Increased
52	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$683M	+$119M	10	0.53%	Increased
53	Gates Foundation Trust Kirkland, Washington	$671M	$0	1	3.8%	Maintained
54	California Public Employees Retirement System Sacramento, California	$655M	+$70.7M	14	0.61%	Increased
55	Nordea Investment Management Stockholm, Sweden	$655M	+$25.6M	14	0.97%	Increased
56	AKRE Capital Management Middleburg, Virginia	$653M	-$2.2M	1	5.23%	Reduced
57	Barclays London, United Kingdom	$604M	-$83.8M	35	0.37%	Reduced
58	Eaton Vance Management Boston, Massachusetts	$603M	+$48.9M	27	0.85%	Increased
59	Fidelity International Hamilton, Bermuda	$597M	-$65.1M	13	0.71%	Reduced
60	NIMI Natixis Investment Managers International Paris, France	$584M	+$4.63M	13	11.88%	Increased
61	Durable Capital Partners Bethesda, Maryland	$577M	+$28.5M	1	6.62%	Increased
62	UBS Group Zurich, Switzerland	$573M	-$18.4M	51	0.24%	Reduced
63	Robeco Schweiz Zurich, Switzerland	$570M	+$128M	11	10.17%	Increased
64	Credit Suisse Zurich, Switzerland	$560M	-$9.25M	38	0.58%	Reduced
65	ProShare Advisors Bethesda, Maryland	$555M	+$58.1M	20	1.84%	Increased
66	Neuberger Berman Group New York	$534M	-$14M	15	0.54%	Reduced
67	New York State Common Retirement Fund Albany, New York	$518M	+$19.7M	34	0.68%	Increased
68	Stifel Financial St. Louis, Missouri	$515M	+$30.4M	31	0.81%	Increased
69	Flossbach Von Storch Cologne, Germany	$510M	-$45.4M	1	1.71%	Reduced
70	Mackenzie Financial Toronto Ontario, Ontario, Canada	$495M	+$178M	16	0.79%	Increased
71	CIBC Private Wealth Group Atlanta, Georgia	$493M	-$12.1M	11	1.28%	Reduced
72	NI Nuance Investments Kansas City, Missouri	$462M	+$139M	6	9.17%	Increased
73	Kayne Anderson Rudnick Investment Management Los Angeles, California	$451M	-$8.12M	5	1.42%	Reduced
74	RhumbLine Advisers Boston, Massachusetts	$450M	+$25.5M	33	0.66%	Increased
75	KBC Group Brussels, Belgium	$450M	-$28.6M	29	2.24%	Reduced