Water Infrastructure
Pipes, pumps, valves, and meters move and measure water, and much of the installed network is old enough to lose a large share of what passes through it. Replacement is slow, locally funded, and unavoidable.
17 stocks
| # | Name | Holding | Trade Value |
Theme Stocks |
% of Portfolio | Status | |
|---|---|---|---|---|---|---|---|
| 1 |
BlackRock
New York
| $12.2B | +$241M | 14 | 0.18% | Increased |
|
| 2 |
Vanguard Capital Management
Malvern,
Pennsylvania
| $6.62B | -$82M | 14 | 0.14% | Reduced |
|
| 3 |
Vanguard Portfolio Management
Malvern,
Pennsylvania
| $6.07B | +$862K | 13 | 0.27% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $5.44B | +$131M | 13 | 0.16% | Increased |
|
| 5 |
Geode Capital Management
Boston,
Massachusetts
| $3.12B | +$168M | 14 | 0.17% | Increased |
|
| 6 |
WPL
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| $2.92B | +$386M | 1 | 28.87% | Increased |
|
| 7 |
Invesco
Atlanta,
Georgia
| $2.84B | +$112M | 12 | 0.22% | Increased |
|
| 8 |
Dodge & Cox
San Francisco,
California
| $2.39B | +$1.27B | 1 | 1.25% | Increased |
|
| 9 |
Morgan Stanley
New York
| $2.1B | -$56.9M | 14 | 0.11% | Reduced |
|
| 10 |
UBS AM
Chicago,
Illinois
| $1.56B | +$27M | 11 | 0.28% | Increased |
|
| 11 |
Dimensional Fund Advisors
Austin,
Texas
| $1.5B | +$74.9M | 11 | 0.27% | Increased |
|
| 12 |
First Trust Advisors
Wheaton,
Illinois
| $1.45B | +$246M | 12 | 0.85% | Increased |
|
| 13 |
Norges Bank
Oslo,
Norway
| $1.37B | +$1.34B | 8 | 0.14% | New |
|
| 14 |
Amundi
Paris,
France
| $1.34B | +$21.2M | 9 | 0.32% | Increased |
|
| 15 |
Northern Trust
Chicago,
Illinois
| $1.23B | -$17.5M | 14 | 0.14% | Reduced |
|
| 16 |
Impax Asset Management Group
London,
United Kingdom
| $1.16B | +$87M | 5 | 7.55% | Increased |
|
| 17 |
Goldman Sachs
New York
| $1.14B | +$12.1M | 13 | 0.1% | Increased |
|
| 18 |
Wellington Management Group
Boston,
Massachusetts
| $1.12B | -$196M | 6 | 0.19% | Reduced |
|
| 19 |
Bank of New York Mellon
New York
| $1.05B | +$353M | 13 | 0.17% | Increased |
|
| 20 |
Pictet Asset Management
Carouge,
Switzerland
| $959M | +$5.2M | 10 | 0.92% | Increased |
|
| 21 |
Charles Schwab
San Francisco,
California
| $925M | +$16.1M | 14 | 0.12% | Increased |
|
| 22 |
Bank of America
Charlotte,
North Carolina
| $903M | -$1.41M | 13 | 0.06% | Reduced |
|
| 23 |
T. Rowe Price Associates
Baltimore,
Maryland
| $854M | +$27.1M | 12 | 0.09% | Increased |
|
| 24 |
Arrowstreet Capital
Boston,
Massachusetts
| $826M | +$222M | 7 | 0.37% | Increased |
|
| 25 |
UBS Group
Zurich,
Switzerland
| $771M | +$124M | 14 | 0.1% | Increased |
|