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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	Ruane, Cunniff & Goldfarb New York	$505M	-$18.4M	1	6.24%	Reduced
27	Legal & General Group London, United Kingdom	$474M	+$8.8M	12	0.23%	Increased
28	Bank of America Charlotte, North Carolina	$474M	-$12.8M	12	0.07%	Reduced
29	Victory Capital Management San Antonio, Texas	$461M	+$17.6M	10	0.56%	Increased
30	Morgan Stanley New York	$458M	+$94.8M	12	0.11%	Increased
31	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$447M	+$21.9M	12	0.47%	Increased
32	Goldman Sachs New York	$434M	+$23.6K	12	0.11%	Increased
33	JP Morgan Chase New York	$422M	-$114M	12	0.08%	Reduced
34	Charles Schwab San Francisco, California	$415M	+$8.17M	12	0.22%	Increased
35	Harding Loevner Bridgewater, New Jersey	$412M	-$53.1M	1	1.83%	Reduced
36	Amundi Asset Management US Boston, Massachusetts	$372M	+$21.6M	8	0.44%	Increased
37	Allianz Asset Management Munich, Germany	$364M	+$33.8M	8	0.33%	Increased
38	Deutsche Bank Frankfurt Am Main Ge, Germany	$352M	+$15.9M	12	0.23%	Increased
39	UBS AM Chicago, Illinois	$343M	-$9.99M	10	0.21%	Reduced
40	BP Berkshire Partners Boston, Massachusetts	$340M	$0	1	60.23%	Maintained
41	Royal Bank of Canada Toronto, Ontario, Canada	$327M	+$2.28M	12	0.12%	Increased
42	Wellington Management Group Boston, Massachusetts	$323M	-$39.5M	7	0.07%	Reduced
43	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$319M	-$109M	1	1.02%	Reduced
44	Artisan Partners Milwaukee, Wisconsin	$318M	-$44.4M	2	0.56%	Reduced
45	VOYA Investment Management Atlanta, Georgia	$309M	+$183M	10	0.64%	Increased
46	Luther King Capital Management (LKCM) Fort Worth, Texas	$308M	+$2.66M	4	2.06%	Increased
47	Citadel Advisors Miami, Florida	$303M	+$209M	11	0.13%	Increased
48	Janus Henderson Group London,	$284M	-$3.59M	4	0.15%	Reduced
49	Loomis, Sayles & Company Boston, Massachusetts	$281M	+$85.6M	3	0.48%	Increased
50	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$258M	+$1.76M	4	0.2%	Increased