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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	$462M	-$130K	1	5.39%	Reduced
27	Bank of America Charlotte, North Carolina	$460M	+$13.4M	12	0.07%	Increased
28	American Century Companies Kansas City, Missouri	$458M	+$41.7M	3	0.45%	Increased
29	Harding Loevner Bridgewater, New Jersey	$438M	+$11.2M	1	2.29%	Increased
30	Artisan Partners Milwaukee, Wisconsin	$423M	-$54.4M	2	0.8%	Reduced
31	Janus Henderson Group London,	$410M	-$71.3M	4	0.22%	Reduced
32	Morgan Stanley New York	$403M	+$94.5M	12	0.1%	Increased
33	Deutsche Bank Frankfurt Am Main Ge, Germany	$394M	-$40.9M	12	0.2%	Reduced
34	Wellington Management Group Boston, Massachusetts	$386M	-$294K	6	0.08%	Reduced
35	Charles Schwab San Francisco, California	$348M	+$13M	12	0.23%	Increased
36	Ameriprise Minneapolis, Minnesota	$342M	-$26.3M	12	0.12%	Reduced
37	Allianz Asset Management Munich, Germany	$337M	-$44.8M	6	0.31%	Reduced
38	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$337M	$0	1	51.7%	Maintained
39	GAMCO Investors Greenwich, Connecticut	$315M	-$12.3M	7	2.13%	Reduced
40	Lord, Abbett & Co Jersey City, New Jersey	$305M	+$68.7M	4	0.84%	Increased
41	Legal & General Group London, United Kingdom	$293M	+$14.3M	12	0.21%	Increased
42	CI Global Investments Oakland, California	$275M	+$55.3M	1	4.23%	Increased
43	Citadel Advisors Miami, Florida	$273M	-$139M	10	0.12%	Reduced
44	AC Alleghany Corporation New York	$272M	$0	1	6.52%	Maintained
45	Gabelli Funds Rye, New York	$270M	-$6.5M	7	1.55%	Reduced
46	Amundi Asset Management US Boston, Massachusetts	$255M	+$16M	7	0.33%	Increased
47	Luther King Capital Management (LKCM) Fort Worth, Texas	$253M	-$2.97M	3	1.91%	Reduced
48	UBS AM Chicago, Illinois	$248M	-$441K	10	0.18%	Reduced
49	IC Inverness Counsel New York	$231M	+$179K	1	12.16%	Increased
50	Swedbank Stockholm, Sweden	$222M	-$39.2M	1	0.99%	Reduced