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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	$430M	+$1.02M	1	5.44%	Increased
27	Artisan Partners Milwaukee, Wisconsin	$426M	-$1.73M	2	0.85%	Reduced
28	Parnassus Investments San Francisco, California	$416M	+$5.44M	1	1.66%	Increased
29	Ruane, Cunniff & Goldfarb New York	$412M	+$65.3M	1	3.69%	Increased
30	Deutsche Bank Frankfurt Am Main Ge, Germany	$407M	-$11M	12	0.2%	Reduced
31	Harding Loevner Bridgewater, New Jersey	$398M	-$2.25M	1	2.24%	Reduced
32	Bank of America Charlotte, North Carolina	$394M	-$2.13M	12	0.07%	Reduced
33	American Century Companies Kansas City, Missouri	$378M	+$12M	3	0.38%	Increased
34	Citadel Advisors Miami, Florida	$368M	-$10.7M	9	0.18%	Reduced
35	Wellington Management Group Boston, Massachusetts	$362M	+$7.59M	6	0.08%	Increased
36	Allianz Asset Management Munich, Germany	$349M	-$2.99M	7	0.34%	Reduced
37	Ameriprise Minneapolis, Minnesota	$326M	+$147M	11	0.14%	Increased
38	Charles Schwab San Francisco, California	$313M	+$13.8M	12	0.23%	Increased
39	GAMCO Investors Greenwich, Connecticut	$297M	-$19.6M	7	2.03%	Reduced
40	Morgan Stanley New York	$286M	+$8.2M	12	0.08%	Increased
41	AC Alleghany Corporation New York	$253M	$0	1	6.5%	Maintained
42	Gabelli Funds Rye, New York	$252M	-$8.57M	7	1.49%	Reduced
43	Legal & General Group London, United Kingdom	$252M	-$8.35M	12	0.19%	Reduced
44	Swedbank Stockholm, Sweden	$244M	-$1.26M	1	1.2%	Reduced
45	Luther King Capital Management (LKCM) Fort Worth, Texas	$240M	-$2.41M	3	1.96%	Reduced
46	UBS AM Chicago, Illinois	$225M	+$28.4M	10	0.17%	Increased
47	Amundi Asset Management US Boston, Massachusetts	$219M	-$6.68M	7	0.32%	Reduced
48	IC Inverness Counsel New York	$215M	+$3.15M	1	12.23%	Increased
49	Victory Capital Management San Antonio, Texas	$214M	-$29M	9	0.46%	Reduced
50	First Trust Advisors Wheaton, Illinois	$214M	+$42.4M	11	0.44%	Increased