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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	Vontobel Holding Zurich, Switzerland	$440M	+$33.9M	16	1.43%	Increased
102	BNP Paribas Asset Management Paris, France	$436M	+$1.84M	17	1.13%	Increased
103	Liontrust Investment Partners London, United Kingdom	$425M	-$42.7M	3	6.04%	Reduced
104	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$424M	-$41.5M	31	0.4%	Reduced
105	Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada	$418M	+$64M	5	1.02%	Increased
106	LPL Financial San Diego, California	$416M	+$45.8M	34	0.21%	Increased
107	Stifel Financial St. Louis, Missouri	$415M	-$2.59M	33	0.47%	Reduced
108	Canada Life Winnipeg, Manitoba, Canada	$409M	+$32.5M	25	0.77%	Increased
109	Orbis Allan Gray Hamilton, Bermuda	$402M	+$9.95M	1	2.51%	Increased
110	US Bancorp Minneapolis, Minnesota	$401M	-$15M	36	0.55%	Reduced
111	AQR Capital Management Greenwich, Connecticut	$400M	+$68.7M	30	0.61%	Increased
112	Sustainable Growth Advisers Stamford, Connecticut	$399M	-$62.4M	1	1.76%	Reduced
113	Alecta Tjanstepension Omsesidigt Stockholm, Sweden	$394M	$0	1	2.2%	Maintained
114	Loomis, Sayles & Company Boston, Massachusetts	$389M	+$22.6M	6	0.54%	Increased
115	NI Nuance Investments Kansas City, Missouri	$388M	-$150M	4	11.85%	Reduced
116	Congress Asset Management Boston, Massachusetts	$385M	+$113M	4	2.76%	Increased
117	ClearBridge Investments New York	$381M	+$8.06M	7	0.31%	Increased
118	Third Point New York	$379M	+$128M	2	4.33%	Increased
119	Thrivent Financial for Lutherans Minneapolis, Minnesota	$378M	+$74.2M	23	0.76%	Increased
120	Williams Jones Wealth Management New York	$366M	+$8.79M	9	4.54%	Increased
121	Ninety One (UK) London, United Kingdom	$364M	+$132M	3	1%	Increased
122	Ruane, Cunniff & Goldfarb New York	$360M	-$15.9M	1	5.61%	Reduced
123	Nomura Asset Management Tokyo, Japan	$347M	-$317K	14	1.18%	Reduced
124	Sarasin & Partners London, United Kingdom	$344M	-$92.8M	2	3.05%	Reduced
125	GAMCO Investors Greenwich, Connecticut	$344M	-$11.2M	13	3.74%	Reduced