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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	Primecap Management Pasadena, California	$1.12B	-$22.5M	3	0.84%	Reduced
52	Janus Henderson Group London,	$1.12B	-$69.9M	29	0.61%	Reduced
53	Millennium Management New York	$1.03B	+$224M	34	0.44%	Increased
54	Select Equity Group New York	$989M	-$63.1M	5	3.5%	Reduced
55	Swiss National Bank Zurich, Switzerland	$970M	-$33.9M	29	0.68%	Reduced
56	California Public Employees Retirement System Sacramento, California	$935M	+$6.53M	17	0.66%	Increased
57	DZ Bank Frankfurt Am Main, Germany	$933M	+$177M	19	1%	Increased
58	Corient Private Wealth Miami, Florida	$923M	-$52.1M	29	1.64%	Reduced
59	KBC Group Brussels, Belgium	$916M	-$33.6M	29	2.91%	Reduced
60	Luther King Capital Management (LKCM) Fort Worth, Texas	$898M	-$37M	12	4.05%	Reduced
61	Fidelity International Hamilton, Bermuda	$870M	-$109M	13	0.86%	Reduced
62	Neuberger Berman Group New York	$869M	-$796M	18	0.72%	Reduced
63	Artisan Partners Milwaukee, Wisconsin	$868M	+$504M	4	1.26%	Increased
64	Nordea Investment Management Stockholm, Sweden	$867M	+$74.6M	14	1.02%	Increased
65	AKRE Capital Management Middleburg, Virginia	$866M	-$15.3M	1	7.17%	Reduced
66	ProShare Advisors Bethesda, Maryland	$841M	-$45.3M	29	2.24%	Reduced
67	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$821M	+$423M	3	2.76%	Increased
68	Robeco Schweiz Zurich, Switzerland	$816M	-$63.6M	12	14.25%	Reduced
69	HSBC Holdings London, United Kingdom	$812M	+$132M	25	0.55%	Increased
70	Aberdeen Group Edinburgh, United Kingdom	$788M	+$47M	15	1.55%	Increased
71	RhumbLine Advisers Boston, Massachusetts	$787M	-$773K	39	0.76%	Reduced
72	Credit Suisse Zurich, Switzerland	$786M	-$44.2M	29	0.75%	Reduced
73	Mitsubishi UFJ Asset Management Tokyo, Japan	$783M	+$57M	22	1.08%	Increased
74	Mackenzie Financial Toronto Ontario, Ontario, Canada	$777M	+$75.7M	17	1.12%	Increased
75	DekaBank Deutsche Girozentrale Frankfurt, Germany	$771M	+$63.8M	20	1.44%	Increased