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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	$437M	+$132K	1	5.73%	Increased
27	Deutsche Bank Frankfurt Am Main Ge, Germany	$427M	+$52.7M	12	0.2%	Increased
28	Artisan Partners Milwaukee, Wisconsin	$420M	+$8.09M	2	0.85%	Increased
29	Bank of America Charlotte, North Carolina	$417M	-$2.7M	12	0.07%	Reduced
30	Harding Loevner Bridgewater, New Jersey	$406M	-$2.51M	1	2.11%	Reduced
31	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$375M	$0	1	49.96%	Maintained
32	Allianz Asset Management Munich, Germany	$371M	+$2.48M	7	0.35%	Increased
33	American Century Companies Kansas City, Missouri	$368M	-$4.26M	4	0.37%	Reduced
34	Citadel Advisors Miami, Florida	$365M	+$222M	10	0.2%	Increased
35	Wellington Management Group Boston, Massachusetts	$346M	-$54.8M	6	0.08%	Reduced
36	GAMCO Investors Greenwich, Connecticut	$328M	-$16.2M	7	2.21%	Reduced
37	Ruane, Cunniff & Goldfarb New York	$309M	-$15.3M	1	2.83%	Reduced
38	Charles Schwab San Francisco, California	$304M	+$10.7M	12	0.24%	Increased
39	Morgan Stanley New York	$281M	-$8.41M	12	0.08%	Reduced
40	Legal & General Group London, United Kingdom	$268M	-$2.7M	12	0.2%	Reduced
41	Gabelli Funds Rye, New York	$264M	-$7.78M	7	1.57%	Reduced
42	Victory Capital Management San Antonio, Texas	$259M	-$57.7M	9	0.57%	Reduced
43	AC Alleghany Corporation New York	$257M	+$5.75M	1	6.87%	Increased
44	Swedbank Stockholm, Sweden	$249M	-$6.68M	1	1.3%	Reduced
45	Luther King Capital Management (LKCM) Fort Worth, Texas	$238M	-$122K	3	1.99%	Reduced
46	Amundi Asset Management US Boston, Massachusetts	$225M	-$17.6M	6	0.36%	Reduced
47	New York State Common Retirement Fund Albany, New York	$218M	-$1.52M	12	0.27%	Reduced
48	Federated Hermes Pittsburgh, Pennsylvania	$218M	-$38.9M	6	0.63%	Reduced
49	IC Inverness Counsel New York	$216M	+$13.6M	1	12.97%	Increased
50	Teachers Advisors New York	$216M	+$3.62M	12	0.28%	Increased