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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	Bank of America Charlotte, North Carolina	$785M	+$73.9M	12	0.09%	Increased
27	AKRE Capital Management Middleburg, Virginia	$700M	-$71.3M	1	4.77%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$681M	+$74.6M	12	0.2%	Increased
29	Victory Capital Management San Antonio, Texas	$669M	-$61M	12	0.69%	Reduced
30	BP Berkshire Partners Boston, Massachusetts	$643M	-$118M	1	51.7%	Reduced
31	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$642M	+$60.6M	12	0.56%	Increased
32	UBS AM Chicago, Illinois	$620M	+$38.3M	11	0.27%	Increased
33	Legal & General Group London, United Kingdom	$600M	+$14.4M	12	0.22%	Increased
34	Charles Schwab San Francisco, California	$559M	+$13.2M	12	0.2%	Increased
35	Capital International Investors Los Angeles, California	$552M	+$217K	2	0.14%	Increased
36	Brown Advisory Baltimore, Maryland	$533M	-$103M	5	0.91%	Reduced
37	Ruane, Cunniff & Goldfarb New York	$503M	-$10.8M	1	4.73%	Reduced
38	Allianz Asset Management Munich, Germany	$488M	-$18.1M	8	0.47%	Reduced
39	JP Morgan Chase New York	$485M	-$200M	12	0.06%	Reduced
40	Massachusetts Financial Services Boston, Massachusetts	$483M	-$146M	2	0.15%	Reduced
41	Luther King Capital Management (LKCM) Fort Worth, Texas	$465M	+$907K	4	2.5%	Increased
42	Goldman Sachs New York	$449M	+$41.2M	12	0.11%	Increased
43	Flossbach Von Storch Cologne, Germany	$392M	+$125M	1	1.38%	Increased
44	Loomis, Sayles & Company Boston, Massachusetts	$390M	+$5.38M	2	0.5%	Increased
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$388M	-$7.11M	12	0.21%	Reduced
46	Bank of Montreal Toronto, Ontario, Canada	$383M	+$15.9M	12	0.25%	Increased
47	Amundi Asset Management US Boston, Massachusetts	$368M	-$5.23M	8	0.28%	Reduced
48	Parametric Portfolio Associates Seattle, Washington	$351M	-$5.15M	12	0.2%	Reduced
49	Swiss National Bank Zurich, Switzerland	$345M	+$5.63M	11	0.23%	Increased
50	First Trust Advisors Wheaton, Illinois	$327M	-$101M	12	0.4%	Reduced