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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	Primecap Management Pasadena, California	$665M	-$12.9M	1	0.55%	Reduced
27	Victory Capital Management San Antonio, Texas	$630M	+$7.21M	11	0.81%	Increased
28	Brown Advisory Baltimore, Maryland	$620M	-$7.71M	5	1.28%	Reduced
29	Bank of America Charlotte, North Carolina	$618M	+$57.7M	12	0.08%	Increased
30	JP Morgan Chase New York	$574M	+$76.8M	12	0.1%	Increased
31	BP Berkshire Partners Boston, Massachusetts	$547M	$0	1	52.98%	Maintained
32	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$521M	+$38M	10	0.54%	Increased
33	Wellington Management Group Boston, Massachusetts	$480M	+$80.7M	10	0.1%	Increased
34	Goldman Sachs New York	$475M	+$26.3M	12	0.13%	Increased
35	Legal & General Group London, United Kingdom	$466M	-$12.3M	12	0.21%	Reduced
36	Harding Loevner Bridgewater, New Jersey	$459M	+$9.08M	1	1.66%	Increased
37	Charles Schwab San Francisco, California	$442M	-$6.83M	12	0.2%	Reduced
38	Royal Bank of Canada Toronto, Ontario, Canada	$431M	-$8.66M	12	0.15%	Reduced
39	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$413M	-$136M	1	56.39%	Reduced
40	Luther King Capital Management (LKCM) Fort Worth, Texas	$411M	+$16.8M	4	2.59%	Increased
41	Ruane, Cunniff & Goldfarb New York	$383M	-$6.55M	1	4.55%	Reduced
42	UBS AM Chicago, Illinois	$380M	+$8.95M	11	0.2%	Increased
43	Capital International Investors Los Angeles, California	$372M	+$354M	1	0.11%	New
44	CIBC Private Wealth Group Atlanta, Georgia	$365M	+$222M	3	1.12%	Increased
45	Allianz Asset Management Munich, Germany	$340M	-$41.2M	7	0.4%	Reduced
46	Loomis, Sayles & Company Boston, Massachusetts	$320M	+$19.9M	2	0.47%	Increased
47	Amundi Asset Management US Boston, Massachusetts	$311M	+$11M	7	0.33%	Increased
48	Parametric Portfolio Associates Seattle, Washington	$306M	+$2.81M	12	0.22%	Increased
49	VOYA Investment Management Atlanta, Georgia	$305M	+$4.47M	10	0.67%	Increased
50	Swiss National Bank Zurich, Switzerland	$297M	-$7.6M	11	0.23%	Reduced