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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	Parnassus Investments San Francisco, California	$420M	-$2.73M	3	0.93%	Reduced
102	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$412M	$0	1	2.56%	Maintained
103	Liontrust Investment Partners London, United Kingdom	$405M	+$110M	5	5.88%	Increased
104	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$403M	+$33.9M	7	0.56%	Increased
105	Schroder Investment Management Group London, United Kingdom	$398M	+$103M	15	0.52%	Increased
106	Orbis Allan Gray Hamilton, Bermuda	$396M	-$48.8M	1	2.48%	Reduced
107	Stifel Financial St. Louis, Missouri	$395M	+$48.2M	32	0.5%	Increased
108	Canada Life Winnipeg, Manitoba, Canada	$393M	+$13.9M	26	0.86%	Increased
109	Axa Paris, France	$380M	+$6.05M	16	1.23%	Increased
110	US Bancorp Minneapolis, Minnesota	$379M	-$36.7M	35	0.56%	Reduced
111	PNC Financial Services Group Pittsburgh, Pennsylvania	$373M	+$626K	38	0.29%	Increased
112	APG Asset Management Amsterdam, Netherlands	$369M	+$49.9M	10	0.72%	Increased
113	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$363M	-$83.3M	2	1.28%	Reduced
114	Ruane, Cunniff & Goldfarb New York	$363M	-$8.73M	1	5.81%	Reduced
115	BNP Paribas Financial Markets Paris, France	$363M	-$142M	33	0.41%	Reduced
116	Vontobel Holding Zurich, Switzerland	$363M	+$25M	16	3.04%	Increased
117	Balyasny Asset Management Chicago, Illinois	$360M	-$134M	19	0.68%	Reduced
118	Gabelli Funds Rye, New York	$358M	-$15.3M	26	2.75%	Reduced
119	ClearBridge Investments New York	$357M	+$111M	7	0.31%	Increased
120	Federated Hermes Pittsburgh, Pennsylvania	$353M	-$27.4M	20	0.88%	Reduced
121	Renaissance Technologies New York	$346M	-$10.2M	33	0.54%	Reduced
122	GAMCO Investors Greenwich, Connecticut	$345M	-$10.5M	14	3.68%	Reduced
123	Zurich Cantonal Bank Zurich, Switzerland	$342M	+$20M	30	1.31%	Increased
124	Loomis, Sayles & Company Boston, Massachusetts	$338M	+$25.6M	9	0.52%	Increased
125	Point72 Asset Management Stamford, Connecticut	$336M	-$23.8K	13	0.81%	Reduced