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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	UBS Group Zurich, Switzerland	$817M	+$123M	51	0.28%	Increased
52	Macquarie Group Sydney, NSW 2000, Australia	$813M	+$33.7M	16	0.93%	Increased
53	Durable Capital Partners Bethesda, Maryland	$810M	$0	1	7.11%	Maintained
54	Swedbank Stockholm, Sweden	$803M	+$20.7M	10	1.36%	Increased
55	AKRE Capital Management Middleburg, Virginia	$796M	$0	1	6.63%	Maintained
56	California Public Employees Retirement System Sacramento, California	$790M	-$13M	14	0.68%	Reduced
57	ProShare Advisors Bethesda, Maryland	$781M	-$18.8M	25	2.27%	Reduced
58	Millennium Management New York	$777M	-$367M	29	0.38%	Reduced
59	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$761M	-$70.7M	32	0.42%	Reduced
60	Luther King Capital Management (LKCM) Fort Worth, Texas	$757M	-$19M	10	3.76%	Reduced
61	Capital World Investors Los Angeles, California	$752M	+$3.5M	1	0.14%	Increased
62	Robeco Schweiz Zurich, Switzerland	$745M	+$18.4M	12	11.1%	Increased
63	Barclays London, United Kingdom	$744M	+$241M	38	0.47%	Increased
64	Boston Partners Boston, Massachusetts	$729M	-$65M	5	0.98%	Reduced
65	Credit Suisse Zurich, Switzerland	$720M	-$28M	29	0.71%	Reduced
66	Kayne Anderson Rudnick Investment Management Los Angeles, California	$717M	+$66.9M	10	2.01%	Increased
67	KBC Group Brussels, Belgium	$683M	+$6.89M	26	2.81%	Increased
68	Select Equity Group New York	$681M	-$65.6M	5	2.53%	Reduced
69	Stifel Financial St. Louis, Missouri	$657M	+$15.5M	31	0.9%	Increased
70	Janus Henderson Group London,	$655M	-$53.9M	27	0.41%	Reduced
71	Neuberger Berman Group New York	$648M	+$7.28M	17	0.58%	Increased
72	RhumbLine Advisers Boston, Massachusetts	$648M	+$43.9M	38	0.73%	Increased
73	Corient Private Wealth Miami, Florida	$646M	+$887K	25	1.49%	Increased
74	Brown Advisory Baltimore, Maryland	$640M	-$133M	15	1%	Reduced
75	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$600M	-$65.3M	10	0.47%	Reduced