← All themes

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	Sarasin & Partners London, United Kingdom	$384M	+$179M	2	4.45%	Increased
102	Gabelli Funds Rye, New York	$379M	-$22.6M	24	2.87%	Reduced
103	Storebrand Asset Management Lysaker, Norway	$373M	-$9.74M	20	1.71%	Reduced
104	Balyasny Asset Management Chicago, Illinois	$371M	-$247M	17	0.82%	Reduced
105	PNC Financial Services Group Pittsburgh, Pennsylvania	$370M	-$5.34M	37	0.32%	Reduced
106	Canada Life Winnipeg, Manitoba, Canada	$370M	+$6.12M	26	0.88%	Increased
107	BNP Paribas Asset Management Paris, France	$366M	+$34.1M	12	1.13%	Increased
108	Envestnet Asset Management Chicago, Illinois	$356M	-$68.5M	29	0.16%	Reduced
109	ABN AMRO Bank Amsterdam, Netherlands	$353M	-$4.43M	5	7.17%	Reduced
110	GAMCO Investors Greenwich, Connecticut	$352M	-$13.8M	14	3.7%	Reduced
111	Ruane, Cunniff & Goldfarb New York	$351M	+$36.1M	1	5.54%	Increased
112	Orbis Allan Gray Hamilton, Bermuda	$348M	+$97.6M	1	2.49%	Increased
113	Mackenzie Financial Toronto Ontario, Ontario, Canada	$343M	-$349M	16	0.52%	Reduced
114	CCM Cantillon Capital Management New York	$340M	+$18.7M	1	2.37%	Increased
115	Raymond James & Associates St Petersburg, Florida	$338M	-$4.21M	28	0.28%	Reduced
116	Zurich Cantonal Bank Zurich, Switzerland	$337M	+$26.8M	29	1.49%	Increased
117	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$334M	+$17.3M	6	0.54%	Increased
118	Axa Paris, France	$330M	+$30.4M	15	1.1%	Increased
119	APG Asset Management Amsterdam, Netherlands	$326M	+$26.5M	9	0.66%	Increased
120	Two Sigma Advisers New York	$323M	+$20.4M	22	0.82%	Increased
121	Two Sigma Investments New York	$319M	-$17.1M	25	0.8%	Reduced
122	Mairs & Power Inc St Paul, Minnesota	$313M	-$34.5M	6	3.4%	Reduced
123	TD Asset Management Toronto, Ontario, Canada	$312M	-$1.24M	19	0.36%	Reduced
124	ZP Zimmer Partners New York	$312M	-$109M	3	7.35%	Reduced
125	Vontobel Holding Zurich, Switzerland	$301M	+$18.3M	16	2.64%	Increased