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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	Harding Loevner Bridgewater, New Jersey	$298M	-$892K	1	2.15%	Reduced
27	Swedbank Stockholm, Sweden	$290M	-$7.76M	1	2.38%	Reduced
28	Deutsche Bank Frankfurt Am Main Ge, Germany	$286M	-$56.2M	11	0.2%	Reduced
29	AKRE Capital Management Middleburg, Virginia	$285M	+$10.8M	1	5.47%	Increased
30	Ameriprise Minneapolis, Minnesota	$283M	+$10.6M	11	0.16%	Increased
31	GAMCO Investors Greenwich, Connecticut	$280M	-$5.21M	7	1.82%	Reduced
32	BlackRock Advisors Wilmington, Delaware	$279M	+$190M	11	0.29%	Increased
33	Fidelity International Hamilton, Bermuda	$272M	+$8.05M	2	0.82%	Increased
34	Ruane, Cunniff & Goldfarb New York	$268M	-$79K	1	2.51%	Reduced
35	TIAA CREF Investment Management New York	$257M	-$52.2M	10	0.16%	Reduced
36	Wells Fargo San Francisco, California	$238M	-$21.6M	11	0.09%	Reduced
37	Gabelli Funds Rye, New York	$238M	-$147K	7	1.41%	Reduced
38	Neuberger Berman Group New York	$233M	-$53.7M	6	0.32%	Reduced
39	Victory Capital Management San Antonio, Texas	$231M	+$12.6M	8	0.65%	Increased
40	Bank of America Charlotte, North Carolina	$222M	-$21.6M	11	0.05%	Reduced
41	AllianceBernstein Nashville, Tennessee	$215M	-$30.2M	10	0.18%	Reduced
42	Jennison Associates New York	$205M	-$42.2M	2	0.22%	Reduced
43	Wellington Management Group Boston, Massachusetts	$200M	+$49.9M	5	0.05%	Increased
44	American Century Companies Kansas City, Missouri	$196M	+$88.8M	3	0.22%	Increased
45	BlackRock Investment Management Wilmington, Delaware	$190M	+$80.1M	11	0.23%	Increased
46	EARNEST Partners Atlanta, Georgia	$188M	-$8.63M	2	1.97%	Reduced
47	AQR Capital Management Greenwich, Connecticut	$185M	+$15.6M	9	0.28%	Increased
48	Capital World Investors Los Angeles, California	$184M	+$53.1M	1	0.05%	Increased
49	Royce & Associates New York	$184M	-$10.7M	7	1.21%	Reduced
50	Luther King Capital Management (LKCM) Fort Worth, Texas	$182M	-$3.73M	3	1.77%	Reduced