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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
26	Royal Bank of Canada Toronto, Ontario, Canada	$733M	-$44.1M	14	0.11%	Reduced
27	Legal & General Group London, United Kingdom	$710M	-$28.6M	12	0.15%	Reduced
28	Principal Financial Group Des Moines, Iowa	$674M	+$5.63M	12	0.33%	Increased
29	Vanguard Fiduciary Trust Malvern, Pennsylvania	$671M	-$7.1M	14	0.15%	Reduced
30	Harris Associates Chicago, Illinois	$668M	+$83.5M	1	0.89%	Increased
31	Victory Capital Management San Antonio, Texas	$632M	+$68.7M	11	0.35%	Increased
32	American Century Companies Kansas City, Missouri	$624M	+$36.1M	12	0.28%	Increased
33	AQR Capital Management Greenwich, Connecticut	$589M	-$483K	12	0.21%	Reduced
34	JP Morgan Chase New York	$588M	-$281M	14	0.03%	Reduced
35	Primecap Management Pasadena, California	$575M	+$6.19M	1	0.34%	Increased
36	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$568M	+$32.4M	13	0.68%	Increased
37	Swedbank Stockholm, Sweden	$563M	-$141M	3	0.49%	Reduced
38	Franklin Resources San Mateo, California	$549M	-$90.3M	10	0.12%	Reduced
39	Ameriprise Minneapolis, Minnesota	$515M	-$3.72M	12	0.1%	Reduced
40	Fidelity Investments Boston, Massachusetts	$501M	-$83M	14	0.02%	Reduced
41	Nuveen Charlotte, North Carolina	$489M	-$48.4M	12	0.12%	Reduced
42	Deutsche Bank Frankfurt Am Main Ge, Germany	$482M	+$30.1M	12	0.14%	Increased
43	Wells Fargo San Francisco, California	$471M	+$138K	13	0.08%	Increased
44	Flossbach Von Storch Cologne, Germany	$448M	+$20.9M	1	2.03%	Increased
45	HSBC Holdings London, United Kingdom	$435M	+$26.9M	7	0.18%	Increased
46	Barclays London, United Kingdom	$405M	+$56.2M	14	0.08%	Increased
47	Allspring Global Investments Charlotte, North Carolina	$399M	-$50.7M	9	0.61%	Reduced
48	AKRE Capital Management Middleburg, Virginia	$398M	-$27.5M	1	7.77%	Reduced
49	Boston Partners Boston, Massachusetts	$397M	+$64.5M	3	0.35%	Increased
50	Ninety One (UK) London, United Kingdom	$357M	-$51.6M	1	0.8%	Reduced