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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	Royal London Asset Management United Kingdom	$466M	+$25.2M	10	0.98%	Increased
102	Bank of Montreal Toronto, Ontario, Canada	$452M	+$55.6M	29	0.16%	Increased
103	Nomura Asset Management International Philadelphia, Pennsylvania	$447M	+$456M	12	0.67%	New
104	Storebrand Asset Management Lysaker, Norway	$446M	-$20.5M	21	1.2%	Reduced
105	Liontrust Investment Partners London, United Kingdom	$438M	-$14.6M	5	6.5%	Reduced
106	Artisan Partners Milwaukee, Wisconsin	$438M	-$65.3M	1	0.66%	Reduced
107	Aviva London, United Kingdom	$432M	+$28.9M	14	0.73%	Increased
108	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$429M	-$33M	8	0.32%	Reduced
109	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$415M	+$45.4M	28	0.34%	Increased
110	Duff & Phelps Investment Management Chicago, Illinois	$409M	-$9.78M	16	4.64%	Reduced
111	Capital Research Global Investors Los Angeles, California	$409M	-$23.5M	2	0.08%	Reduced
112	Citigroup New York	$408M	-$101M	44	0.18%	Reduced
113	Stifel Financial St. Louis, Missouri	$394M	-$25.6M	32	0.35%	Reduced
114	Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany	$394M	+$18.3M	26	0.64%	Increased
115	Zurich Cantonal Bank Zurich, Switzerland	$393M	-$161M	19	0.85%	Reduced
116	US Bancorp Minneapolis, Minnesota	$390M	-$4.46M	38	0.46%	Reduced
117	Boston Trust Walden Boston, Massachusetts	$390M	+$14.6M	10	2.94%	Increased
118	VanEck Associates New York	$389M	+$46.3M	22	0.32%	Increased
119	Canada Life Winnipeg, Manitoba, Canada	$378M	-$156M	26	0.66%	Reduced
120	Squarepoint New York	$377M	+$98.3M	22	0.4%	Increased
121	Quantinno Capital Management New York	$374M	+$98.5M	32	0.75%	Increased
122	OpenArc Corporate Advisory Atlanta, Georgia	$374M	+$388M	2	6.17%	New
123	Bessemer Group Woodbridge, New Jersey	$370M	-$11.9M	25	0.57%	Reduced
124	Handelsbanken Fonder Stockholm, Sweden	$368M	-$87.2M	22	1.11%	Reduced
125	DF Dent & Co Baltimore, Maryland	$366M	-$67.7M	5	5.27%	Reduced