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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	Kayne Anderson Rudnick Investment Management Los Angeles, California	$1.06B	-$35.6M	12	2.59%	Reduced
52	Primecap Management Pasadena, California	$996M	-$55.3M	3	0.72%	Reduced
53	Swiss National Bank Zurich, Switzerland	$972M	-$8.85M	28	0.67%	Reduced
54	Boston Partners Boston, Massachusetts	$968M	-$148M	6	1.2%	Reduced
55	DZ Bank Frankfurt Am Main, Germany	$958M	-$8.09M	21	0.98%	Reduced
56	Corient Private Wealth Miami, Florida	$958M	+$24.1M	28	1.67%	Increased
57	Millennium Management New York	$932M	-$88.8M	31	0.43%	Reduced
58	Neuberger Berman Group New York	$918M	+$22.8M	23	0.75%	Increased
59	Macquarie Group Sydney, NSW 2000, Australia	$915M	+$235M	20	1.05%	Increased
60	Luther King Capital Management (LKCM) Fort Worth, Texas	$906M	+$2.55M	13	4.08%	Increased
61	Artisan Partners Milwaukee, Wisconsin	$897M	-$5.16M	3	1.35%	Reduced
62	KBC Group Brussels, Belgium	$893M	-$7.22M	29	2.7%	Reduced
63	California Public Employees Retirement System Sacramento, California	$886M	-$56.2M	17	0.65%	Reduced
64	AKRE Capital Management Middleburg, Virginia	$870M	-$550K	1	7.66%	Reduced
65	Aberdeen Group Edinburgh, United Kingdom	$836M	+$26.5M	13	1.6%	Increased
66	Fidelity International Hamilton, Bermuda	$816M	-$63M	13	0.81%	Reduced
67	RhumbLine Advisers Boston, Massachusetts	$798M	+$5.92M	39	0.75%	Increased
68	Envestnet Asset Management Chicago, Illinois	$796M	+$45.1M	27	0.28%	Increased
69	DekaBank Deutsche Girozentrale Frankfurt, Germany	$795M	+$5.64M	22	1.43%	Increased
70	ProShare Advisors Bethesda, Maryland	$791M	-$35.8M	27	2.12%	Reduced
71	HSBC Holdings London, United Kingdom	$787M	-$44.5M	24	0.48%	Reduced
72	Robeco Schweiz Zurich, Switzerland	$775M	-$44.9M	14	14.89%	Reduced
73	Mitsubishi UFJ Asset Management Tokyo, Japan	$774M	-$22.6M	22	0.94%	Reduced
74	Mackenzie Financial Toronto Ontario, Ontario, Canada	$774M	+$11.3M	17	1.15%	Increased
75	Select Equity Group New York	$758M	-$103M	3	2.98%	Reduced