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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
101	Storebrand Asset Management Lysaker, Norway	$486M	+$54.6M	21	1.2%	Increased
102	Gotham Asset Management New York	$477M	+$107M	19	1.11%	Increased
103	Fuller & Thaler Asset Management San Mateo, California	$477M	+$76.2M	7	1.3%	Increased
104	Mackenzie Financial Toronto Ontario, Ontario, Canada	$475M	+$41M	17	0.48%	Increased
105	Select Equity Group New York	$473M	+$45.8M	7	2.34%	Increased
106	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$462M	+$24.7M	31	0.36%	Increased
107	Zurich Cantonal Bank Zurich, Switzerland	$452M	+$58.7M	28	0.87%	Increased
108	Flossbach Von Storch Cologne, Germany	$448M	+$20.9M	1	2.03%	Increased
109	Capital International Investors Los Angeles, California	$440M	+$10.4M	2	0.09%	Increased
110	Robeco Institutional Asset Management Rotterdam, Netherlands	$438M	-$59.2M	12	0.54%	Reduced
111	Lazard Asset Management New York	$435M	-$61.3M	16	0.66%	Reduced
112	Ninety One (UK) London, United Kingdom	$433M	-$61.9M	3	0.97%	Reduced
113	GAMCO Investors Greenwich, Connecticut	$426M	+$1.71M	19	3.83%	Increased
114	Duff & Phelps Investment Management Chicago, Illinois	$423M	+$823K	18	3.99%	Increased
115	Aberdeen Group Edinburgh, United Kingdom	$417M	-$2.39M	13	0.58%	Reduced
116	Man Group London, United Kingdom	$413M	-$114M	23	0.66%	Reduced
117	Nomura Asset Management International Philadelphia, Pennsylvania	$412M	-$5.61M	14	0.62%	Reduced
118	Aviva London, United Kingdom	$411M	-$17.2M	13	0.6%	Reduced
119	Quantinno Capital Management New York	$407M	-$15.7M	33	0.49%	Reduced
120	ALPS Advisors Denver, Colorado	$403M	+$295M	22	1.89%	Increased
121	Federated Hermes Pittsburgh, Pennsylvania	$399M	-$120M	27	0.57%	Reduced
122	AKRE Capital Management Middleburg, Virginia	$398M	-$27.5M	1	7.77%	Reduced
123	Stifel Financial St. Louis, Missouri	$398M	+$12.6M	34	0.33%	Increased
124	Gabelli Funds Rye, New York	$395M	+$8.31M	26	2.53%	Increased
125	US Bancorp Minneapolis, Minnesota	$390M	-$16.5M	38	0.43%	Reduced