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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
1	Vanguard Group Malvern, Pennsylvania	$10.2B	+$224M	32	0.73%	Increased
2	State Street Boston, Massachusetts	$6.35B	-$99.6M	30	0.63%	Reduced
3	T. Rowe Price Associates Baltimore, Maryland	$5.66B	-$691M	23	1.2%	Reduced
4	BlackRock Institutional Trust San Francisco, California	$4.17B	+$18.3M	30	0.67%	Increased
5	Franklin Resources San Mateo, California	$3.35B	+$101M	12	1.52%	Increased
6	Fidelity Investments Boston, Massachusetts	$2.71B	-$12.2M	12	0.35%	Reduced
7	BlackRock Fund Advisors San Francisco, California	$2.51B	+$168M	32	0.62%	Increased
8	Wellington Management Group Boston, Massachusetts	$2.25B	-$210M	9	0.6%	Reduced
9	Capital World Investors Los Angeles, California	$2.19B	-$127M	1	0.59%	Reduced
10	Northern Trust Chicago, Illinois	$2.12B	-$32.9M	35	0.64%	Reduced
11	Bank of New York Mellon New York	$1.95B	+$14.2M	32	0.51%	Increased
12	JP Morgan Chase New York	$1.86B	+$1.46M	24	0.42%	Increased
13	Invesco Atlanta, Georgia	$1.62B	-$247M	31	0.63%	Reduced
14	Capital Research Global Investors Los Angeles, California	$1.45B	-$121M	2	0.49%	Reduced
15	Norges Bank Oslo, Norway	$1.31B	-$25.1M	21	0.67%	Reduced
16	Third Point New York	$1.21B	$0	2	10.88%	Maintained
17	BlackRock Group London, United Kingdom	$1.2B	+$87.8M	25	0.64%	Increased
18	Deutsche Bank Frankfurt Am Main Ge, Germany	$1.19B	+$43M	36	0.73%	Increased
19	Geode Capital Management Boston, Massachusetts	$1.13B	+$38.3M	32	0.67%	Increased
20	Bank of America Charlotte, North Carolina	$1.13B	-$152M	34	0.4%	Reduced
21	Dimensional Fund Advisors Austin, Texas	$1.04B	+$68.1M	30	0.68%	Increased
22	Eagle Capital Management (New York) New York	$1.03B	-$5.05M	1	3.89%	Reduced
23	Pictet Asset Management (UK) London, United Kingdom	$1,000M	+$2.12M	15	4.48%	Increased
24	Janus Henderson Investors US Denver, Colorado	$943M	+$94M	10	0.81%	Increased
25	Wells Fargo San Francisco, California	$912M	+$137M	36	0.36%	Increased