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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	AKRE Capital Management Middleburg, Virginia	$378M	-$3.05M	1	5.53%	Reduced
27	Parnassus Investments San Francisco, California	$377M	-$15.9M	1	1.54%	Reduced
28	Harding Loevner Bridgewater, New Jersey	$363M	-$3.07M	1	2.06%	Reduced
29	American Century Companies Kansas City, Missouri	$362M	-$366K	3	0.37%	Reduced
30	JP Morgan Chase New York	$347M	+$39.2M	11	0.08%	Increased
31	GAMCO Investors Greenwich, Connecticut	$339M	-$17.8M	7	2.1%	Reduced
32	Ruane, Cunniff & Goldfarb New York	$332M	+$26.3M	1	2.91%	Increased
33	Allianz Asset Management Munich, Germany	$308M	+$17.4M	9	0.27%	Increased
34	Ameriprise Minneapolis, Minnesota	$298M	-$44.1M	11	0.14%	Reduced
35	Janus Henderson Group London,	$298M	-$146M	4	0.19%	Reduced
36	Wellington Management Group Boston, Massachusetts	$280M	+$881K	6	0.06%	Increased
37	Victory Capital Management San Antonio, Texas	$279M	-$141M	9	0.63%	Reduced
38	Gabelli Funds Rye, New York	$260M	+$2.67M	7	1.49%	Increased
39	Swedbank Stockholm, Sweden	$241M	-$39.2M	1	1.47%	Reduced
40	Legal & General Group London, United Kingdom	$238M	+$5.01M	12	0.18%	Increased
41	Charles Schwab San Francisco, California	$233M	+$7.48M	12	0.2%	Increased
42	Millennium Management New York	$229M	+$151M	9	0.35%	Increased
43	Royce & Associates New York	$228M	+$1.72M	8	1.51%	Increased
44	Luther King Capital Management (LKCM) Fort Worth, Texas	$225M	+$82.6K	4	1.97%	Increased
45	AC Alleghany Corporation New York	$219M	$0	1	6.89%	Maintained
46	Federated Hermes Pittsburgh, Pennsylvania	$212M	+$23.3M	5	0.61%	Increased
47	EARNEST Partners Atlanta, Georgia	$209M	+$3.24M	2	2.08%	Increased
48	New York State Common Retirement Fund Albany, New York	$208M	+$88.9K	12	0.27%	Increased
49	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$203M	$0	1	36.29%	Maintained
50	Guggenheim Capital Chicago, Illinois	$192M	-$4.41M	11	0.45%	Reduced