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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	Geode Capital Management Boston, Massachusetts	$223M	+$12.2M	10	0.18%	Increased
27	Thrivent Financial for Lutherans Minneapolis, Minnesota	$222M	+$774K	5	1.4%	Increased
28	PIM Platinum Investment Management Sydney Australia 2000, Australia	$216M	-$15.1M	1	3.95%	Reduced
29	Goldman Sachs New York	$214M	-$243M	10	0.08%	Reduced
30	Janus Henderson Investors US Denver, Colorado	$212M	+$50.1M	3	0.21%	Increased
31	BlackRock Group London, United Kingdom	$204M	+$10.3M	10	0.14%	Increased
32	Lord, Abbett & Co Jersey City, New Jersey	$190M	-$39.6M	2	0.44%	Reduced
33	Parnassus Investments San Francisco, California	$189M	+$180M	1	2.16%	New
34	DF Dent & Co Baltimore, Maryland	$188M	-$19.7M	2	4.85%	Reduced
35	Luther King Capital Management (LKCM) Fort Worth, Texas	$181M	-$312K	3	1.55%	Reduced
36	STRS Ohio Columbus, Ohio	$178M	-$2.2M	8	0.79%	Reduced
37	GAMCO Investors Greenwich, Connecticut	$177M	+$11.2M	7	1.04%	Increased
38	Jennison Associates New York	$176M	-$38.3M	1	0.18%	Reduced
39	FC Fairpointe Capital Chicago, Illinois	$174M	+$166M	1	2.92%	New
40	Wellington Management Group Boston, Massachusetts	$163M	-$42.2M	4	0.05%	Reduced
41	SC Sasco Capital Fairfield, Connecticut	$159M	-$4.64M	1	2.92%	Reduced
42	Gabelli Funds Rye, New York	$155M	+$5.71M	7	0.88%	Increased
43	Deutsche Bank Frankfurt Am Main Ge, Germany	$151M	-$22.7M	10	0.11%	Reduced
44	Teachers Advisors New York	$142M	+$2.43M	10	0.36%	Increased
45	BlackRock Advisors Wilmington, Delaware	$141M	-$18.9M	10	0.14%	Reduced
46	ACM Atlanta Capital Management Atlanta, Georgia	$139M	-$610K	1	0.99%	Reduced
47	New York State Common Retirement Fund Albany, New York	$137M	+$10.2M	5	0.23%	Increased
48	Impax Asset Management (UK) London, United Kingdom	$134M	+$6.99M	6	14.58%	Increased
49	Beck Mack & Oliver New York	$124M	-$4.82M	1	3.27%	Reduced
50	Legal & General Group London, United Kingdom	$123M	+$887K	4	0.16%	Increased