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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	DE Devon Energy Houston, Texas	$476M	+$423M	1	100%	New
102	Baillie Gifford & Co Edinburgh, United Kingdom	$475M	-$33.3M	3	0.49%	Reduced
103	Vanguard Asset Management London, Ec4n 8af,	$474M	+$497M	28	0.41%	New
104	Flossbach Von Storch Cologne, Germany	$447M	+$43.8M	1	2.09%	Increased
105	Mackenzie Financial Toronto Ontario, Ontario, Canada	$446M	-$84.3M	17	0.54%	Reduced
106	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$445M	+$70M	30	0.38%	Increased
107	AKRE Capital Management Middleburg, Virginia	$445M	+$56.1M	1	7.25%	Increased
108	Two Sigma Investments New York	$439M	+$115M	32	0.35%	Increased
109	Balyasny Asset Management Chicago, Illinois	$439M	+$210M	25	0.57%	Increased
110	Aviva London, United Kingdom	$434M	+$43.1M	12	0.73%	Increased
111	CIBC Bancorp USA Chicago, Illinois	$433M	+$446M	20	0.58%	New
112	Capital International Investors Los Angeles, California	$431M	-$190M	2	0.1%	Reduced
113	Jane Street New York	$428M	+$218M	39	0.06%	Increased
114	Storebrand Asset Management Lysaker, Norway	$426M	-$1.55M	21	1.22%	Reduced
115	Quantinno Capital Management New York	$426M	+$62.1M	33	0.71%	Increased
116	Duff & Phelps Investment Management Chicago, Illinois	$424M	+$12.7M	18	4.4%	Increased
117	Aberdeen Group Edinburgh, United Kingdom	$419M	-$36.7M	14	0.68%	Reduced
118	Select Equity Group New York	$415M	-$37.1M	5	2.12%	Reduced
119	VanEck Associates New York	$404M	+$48.4M	20	0.3%	Increased
120	Nomura Asset Management International Philadelphia, Pennsylvania	$400M	-$49.9M	11	0.69%	Reduced
121	Canada Life Winnipeg, Manitoba, Canada	$400M	+$21.6M	26	0.72%	Increased
122	Fuller & Thaler Asset Management San Mateo, California	$397M	+$126M	7	1.34%	Increased
123	US Bancorp Minneapolis, Minnesota	$393M	+$5.07M	39	0.48%	Increased
124	National Pension Service Jeonju-Si, Jeollabuk-Do, South Korea	$393M	-$13.6M	8	0.3%	Reduced
125	Voloridge Investment Management Jupiter, Florida	$389M	-$17.8M	17	1.56%	Reduced