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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	Raymond James & Associates St Petersburg, Florida	$366M	+$51.3M	30	0.31%	Increased
102	Russell Investments Group London, United Kingdom	$364M	+$102M	33	0.72%	Increased
103	Parnassus Investments San Francisco, California	$363M	-$44.2M	3	0.89%	Reduced
104	US Bancorp Minneapolis, Minnesota	$363M	+$2.96M	34	0.59%	Increased
105	ABN AMRO Bank Amsterdam, Netherlands	$362M	+$69.4M	5	6.5%	Increased
106	Storebrand Asset Management Lysaker, Norway	$355M	+$12.6M	20	1.69%	Increased
107	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$352M	$0	1	2.65%	Maintained
108	Canada Life Winnipeg, Manitoba, Canada	$340M	+$2.21M	26	0.82%	Increased
109	PNC Financial Services Group Pittsburgh, Pennsylvania	$337M	-$9.29M	36	0.29%	Reduced
110	Gabelli Funds Rye, New York	$332M	-$19.6M	24	2.69%	Reduced
111	Federated Hermes Pittsburgh, Pennsylvania	$329M	-$47M	21	0.88%	Reduced
112	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$325M	+$4.24M	6	0.52%	Increased
113	Axa Paris, France	$324M	+$18.3M	15	1.14%	Increased
114	APG Asset Management Amsterdam, Netherlands	$319M	-$15.4M	8	0.65%	Reduced
115	Renaissance Technologies New York	$317M	-$54.7M	31	0.54%	Reduced
116	GAMCO Investors Greenwich, Connecticut	$308M	-$12.6M	15	3.56%	Reduced
117	CCM Cantillon Capital Management New York	$307M	-$1.3M	1	2.28%	Reduced
118	Stifel Financial St. Louis, Missouri	$306M	-$316M	29	0.43%	Reduced
119	Two Sigma Investments New York	$305M	+$15M	27	0.82%	Increased
120	AGF Management Toronto, Ontario, Canada	$304M	+$89.5M	14	2.16%	Increased
121	TD Asset Management Toronto, Ontario, Canada	$300M	-$2.58M	18	0.36%	Reduced
122	Vontobel Holding Zurich, Switzerland	$294M	+$24.4M	15	2.72%	Increased
123	Ensign Peak Advisors Salt Lake City, Utah	$288M	+$9.91M	20	0.61%	Increased
124	ZP Zimmer Partners New York	$286M	+$16.1M	3	7.38%	Increased
125	Point72 Asset Management Stamford, Connecticut	$285M	+$57.9M	17	0.83%	Increased