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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
76	NI Nuance Investments Kansas City, Missouri	$472M	-$58.8M	7	9.88%	Reduced
77	VOYA Investment Management Atlanta, Georgia	$468M	+$48.6M	28	0.54%	Increased
78	Parnassus Investments San Francisco, California	$455M	+$22.5M	3	1.13%	Increased
79	CIBC Private Wealth Group Atlanta, Georgia	$453M	-$18.4M	11	1.52%	Reduced
80	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$448M	-$10.6M	2	1.68%	Reduced
81	Renaissance Technologies New York	$443M	-$2.23M	35	0.61%	Reduced
82	SI Standard Investments New York	$441M	-$15.9M	1	23%	Reduced
83	HSBC Holdings London, United Kingdom	$439M	+$141M	22	0.5%	Increased
84	Flossbach Von Storch Cologne, Germany	$432M	-$98.9M	1	1.65%	Reduced
85	Duff & Phelps Investment Management Chicago, Illinois	$431M	-$19M	15	5.24%	Reduced
86	BNP Paribas Financial Markets Paris, France	$431M	+$166M	32	0.66%	Increased
87	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$419M	+$5.89M	33	0.66%	Increased
88	Mitsubishi UFJ Asset Management Tokyo, Japan	$410M	+$29.8M	9	1.12%	Increased
89	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$398M	$0	1	2.35%	Maintained
90	APG Asset Management Amsterdam, Netherlands	$395M	+$59.8M	12	0.75%	Increased
91	Bank of Montreal Toronto, Ontario, Canada	$375M	+$4.81M	29	0.16%	Increased
92	Gabelli Funds Rye, New York	$365M	-$14M	25	2.84%	Reduced
93	Sustainable Growth Advisers Stamford, Connecticut	$363M	+$52.4M	1	2.37%	Increased
94	PNC Financial Services Group Pittsburgh, Pennsylvania	$361M	-$2.92M	38	0.35%	Reduced
95	Balyasny Asset Management Chicago, Illinois	$348M	+$218M	17	0.95%	Increased
96	Prudential Financial Newark, New Jersey	$347M	+$28.9M	28	0.58%	Increased
97	DekaBank Deutsche Girozentrale Frankfurt, Germany	$345M	+$19.4M	22	0.91%	Increased
98	Axa Paris, France	$344M	+$5.62M	14	1.24%	Increased
99	Storebrand Asset Management Lysaker, Norway	$342M	+$22.5M	19	1.89%	Increased
100	Aberdeen Group Edinburgh, United Kingdom	$339M	+$6.1M	13	0.92%	Increased