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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	$753M	-$23.2M	11	4.13%	Reduced
52	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$750M	-$102M	30	0.47%	Reduced
53	Durable Capital Partners Bethesda, Maryland	$728M	+$26.3M	1	7.57%	Increased
54	AKRE Capital Management Middleburg, Virginia	$715M	-$14.4K	1	6.47%	Reduced
55	Select Equity Group New York	$687M	-$212M	5	2.59%	Reduced
56	Mackenzie Financial Toronto Ontario, Ontario, Canada	$683M	+$55.4M	15	1.14%	Increased
57	Janus Henderson Group London,	$671M	-$33.9M	26	0.48%	Reduced
58	ProShare Advisors Bethesda, Maryland	$669M	+$82.6M	21	2.35%	Increased
59	UBS Group Zurich, Switzerland	$661M	+$80.5M	50	0.25%	Increased
60	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$638M	-$53.4M	10	0.5%	Reduced
61	Citadel Advisors Miami, Florida	$633M	+$140M	46	0.15%	Increased
62	Credit Suisse Zurich, Switzerland	$612M	+$28.6M	35	0.65%	Increased
63	Nordea Investment Management Stockholm, Sweden	$596M	-$96.1M	13	0.93%	Reduced
64	Barclays London, United Kingdom	$562M	-$116M	36	0.25%	Reduced
65	Neuberger Berman Group New York	$558M	-$79.6M	19	0.55%	Reduced
66	KBC Group Brussels, Belgium	$548M	+$34M	27	2.66%	Increased
67	Stifel Financial St. Louis, Missouri	$535M	+$6.87M	30	0.8%	Increased
68	Baillie Gifford & Co Edinburgh, United Kingdom	$535M	+$39.2M	3	0.56%	Increased
69	Robeco Schweiz Zurich, Switzerland	$534M	+$14.9M	11	9.76%	Increased
70	New York State Common Retirement Fund Albany, New York	$532M	-$7.95M	33	0.73%	Reduced
71	Fidelity International Hamilton, Bermuda	$528M	-$46.3M	12	0.63%	Reduced
72	RhumbLine Advisers Boston, Massachusetts	$523M	+$25.1M	33	0.7%	Increased
73	Swedbank Stockholm, Sweden	$519M	+$103M	11	1.14%	Increased
74	Kayne Anderson Rudnick Investment Management Los Angeles, California	$504M	-$11.7M	7	1.57%	Reduced
75	Corient Private Wealth Miami, Florida	$481M	+$472M	20	1.75%	New