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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	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$821M	$0	1	100%	Maintained
27	Royal Bank of Canada Toronto, Ontario, Canada	$788M	+$20.9M	12	0.21%	Increased
28	AKRE Capital Management Middleburg, Virginia	$783M	-$31.1M	1	4.82%	Reduced
29	BP Berkshire Partners Boston, Massachusetts	$725M	$0	1	52.29%	Maintained
30	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$702M	-$39.7M	11	0.57%	Reduced
31	UBS AM Chicago, Illinois	$696M	-$4.42M	11	0.3%	Reduced
32	Legal & General Group London, United Kingdom	$690M	+$18M	12	0.23%	Increased
33	Victory Capital Management San Antonio, Texas	$673M	-$50.1M	11	0.65%	Reduced
34	Allianz Asset Management Munich, Germany	$632M	+$76.8M	8	0.53%	Increased
35	Charles Schwab San Francisco, California	$614M	-$1.86M	12	0.2%	Reduced
36	Brown Advisory Baltimore, Maryland	$605M	-$11.6M	5	0.91%	Reduced
37	Capital International Investors Los Angeles, California	$564M	-$8.5M	2	0.13%	Reduced
38	Massachusetts Financial Services Boston, Massachusetts	$562M	+$26.8K	2	0.16%	Increased
39	Luther King Capital Management (LKCM) Fort Worth, Texas	$528M	+$4.24M	4	2.58%	Increased
40	Bank of Montreal Toronto, Ontario, Canada	$500M	+$70.6M	9	0.25%	Increased
41	Goldman Sachs New York	$462M	-$23.3M	12	0.1%	Reduced
42	Loomis, Sayles & Company Boston, Massachusetts	$444M	-$5.3M	2	0.54%	Reduced
43	Flossbach Von Storch Cologne, Germany	$444M	-$13M	1	1.33%	Reduced
44	Amundi Paris, France	$434M	+$416M	8	0.3%	New
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$431M	-$6.03M	12	0.21%	Reduced
46	Parametric Portfolio Associates Seattle, Washington	$410M	+$15.1M	12	0.23%	Increased
47	CIBC Private Wealth Group Atlanta, Georgia	$409M	+$31.6M	3	0.94%	Increased
48	JP Morgan Chase New York	$408M	-$124M	12	0.05%	Reduced
49	Swiss National Bank Zurich, Switzerland	$407M	+$19.7M	11	0.25%	Increased
50	Ruane, Cunniff & Goldfarb New York	$407M	-$115M	1	3.61%	Reduced