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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	Gates Foundation Trust Kirkland, Washington	$1.05B	+$9.28M	2	2.47%	Increased
52	Janus Henderson Group London,	$1.01B	+$252M	28	0.6%	Increased
53	Primecap Management Pasadena, California	$1B	-$23.1M	3	0.79%	Reduced
54	UBS Group Zurich, Switzerland	$979M	+$147M	51	0.29%	Increased
55	Swiss National Bank Zurich, Switzerland	$935M	+$23.5M	29	0.69%	Increased
56	Corient Private Wealth Miami, Florida	$904M	+$181M	29	1.66%	Increased
57	Fidelity International Hamilton, Bermuda	$888M	-$81.9M	13	0.93%	Reduced
58	KBC Group Brussels, Belgium	$887M	+$18.8M	29	3.14%	Increased
59	California Public Employees Retirement System Sacramento, California	$886M	+$21.8M	16	0.67%	Increased
60	Luther King Capital Management (LKCM) Fort Worth, Texas	$873M	+$54.5M	12	4.2%	Increased
61	AKRE Capital Management Middleburg, Virginia	$857M	-$1.06M	1	7.21%	Reduced
62	ProShare Advisors Bethesda, Maryland	$816M	+$28.2M	28	2.49%	Increased
63	Select Equity Group New York	$812M	-$76.6M	7	2.89%	Reduced
64	Robeco Schweiz Zurich, Switzerland	$799M	-$20.5M	12	13.42%	Reduced
65	Credit Suisse Zurich, Switzerland	$769M	+$21.4M	29	0.74%	Increased
66	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$744M	+$8.25M	33	0.44%	Increased
67	RhumbLine Advisers Boston, Massachusetts	$733M	+$32.2M	39	0.77%	Increased
68	Nordea Investment Management Stockholm, Sweden	$726M	-$178M	14	0.92%	Reduced
69	Millennium Management New York	$714M	-$194M	33	0.31%	Reduced
70	DZ Bank Frankfurt Am Main, Germany	$694M	+$377M	18	0.86%	Increased
71	Durable Capital Partners Bethesda, Maryland	$685M	-$221M	1	5.4%	Reduced
72	CIBC Private Wealth Group Atlanta, Georgia	$679M	+$42.2M	16	1.44%	Increased
73	Bank of Montreal Toronto, Ontario, Canada	$671M	+$226M	32	0.2%	Increased
74	Mitsubishi UFJ Asset Management Tokyo, Japan	$670M	+$103M	21	1.18%	Increased
75	Macquarie Group Sydney, NSW 2000, Australia	$669M	-$65.2M	17	0.77%	Reduced