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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	California Public Employees Retirement System Sacramento, California	$760M	-$49M	15	0.67%	Reduced
52	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$756M	-$17.2M	30	0.43%	Reduced
53	Macquarie Group Sydney, NSW 2000, Australia	$745M	-$67.7M	16	0.89%	Reduced
54	Durable Capital Partners Bethesda, Maryland	$742M	$0	1	6.97%	Maintained
55	Capital World Investors Los Angeles, California	$739M	-$172M	1	0.15%	Reduced
56	AKRE Capital Management Middleburg, Virginia	$730M	$0	1	6.42%	Maintained
57	ProShare Advisors Bethesda, Maryland	$729M	-$6.93M	23	2.23%	Reduced
58	Luther King Capital Management (LKCM) Fort Worth, Texas	$719M	-$67.4M	11	3.8%	Reduced
59	Fidelity International Hamilton, Bermuda	$717M	+$140M	12	0.82%	Increased
60	Select Equity Group New York	$696M	-$10.6M	5	2.48%	Reduced
61	Credit Suisse Zurich, Switzerland	$694M	+$53.9M	30	0.7%	Increased
62	Brown Advisory Baltimore, Maryland	$693M	-$202M	14	1.17%	Reduced
63	Capital International Investors Los Angeles, California	$690M	-$452M	2	0.18%	Reduced
64	Mackenzie Financial Toronto Ontario, Ontario, Canada	$672M	-$6.1M	18	1.04%	Reduced
65	Swedbank Stockholm, Sweden	$672M	+$118M	12	1.32%	Increased
66	UBS Group Zurich, Switzerland	$652M	-$35M	50	0.24%	Reduced
67	Robeco Schweiz Zurich, Switzerland	$635M	+$39.7M	11	10.25%	Increased
68	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$633M	-$26.3M	11	0.47%	Reduced
69	KBC Group Brussels, Belgium	$629M	+$46.8M	27	2.67%	Increased
70	Nordea Investment Management Stockholm, Sweden	$617M	-$19M	12	0.9%	Reduced
71	Janus Henderson Group London,	$594M	-$131M	30	0.39%	Reduced
72	Neuberger Berman Group New York	$592M	+$18.1M	17	0.55%	Increased
73	Corient Private Wealth Miami, Florida	$588M	+$88.6M	24	1.58%	Increased
74	Stifel Financial St. Louis, Missouri	$587M	+$16.6M	32	0.84%	Increased
75	Balyasny Asset Management Chicago, Illinois	$583M	+$208M	17	1.46%	Increased