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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	$823M	$0	1	100%	Maintained
27	Victory Capital Management San Antonio, Texas	$768M	+$94.6M	11	0.75%	Increased
28	Royal Bank of Canada Toronto, Ontario, Canada	$766M	-$13M	12	0.2%	Reduced
29	AKRE Capital Management Middleburg, Virginia	$742M	-$1.17M	1	4.57%	Reduced
30	Legal & General Group London, United Kingdom	$728M	+$50.1M	12	0.24%	Increased
31	Allianz Asset Management Munich, Germany	$724M	+$104M	8	0.56%	Increased
32	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$706M	+$37.8M	11	0.58%	Increased
33	UBS AM Chicago, Illinois	$689M	+$12.1M	11	0.29%	Increased
34	Charles Schwab San Francisco, California	$635M	+$30.3M	12	0.21%	Increased
35	Brown Advisory Baltimore, Maryland	$574M	-$3.71M	5	0.85%	Reduced
36	BP Berkshire Partners Boston, Massachusetts	$568M	-$112M	1	47.09%	Reduced
37	Capital International Investors Los Angeles, California	$558M	+$65.6K	2	0.13%	Increased
38	Luther King Capital Management (LKCM) Fort Worth, Texas	$517M	-$659K	4	2.54%	Reduced
39	Massachusetts Financial Services Boston, Massachusetts	$506M	-$28.9M	2	0.15%	Reduced
40	Bank of Montreal Toronto, Ontario, Canada	$501M	-$7.63M	10	0.23%	Reduced
41	Goldman Sachs New York	$484M	+$28.6M	12	0.1%	Increased
42	First Trust Advisors Wheaton, Illinois	$460M	+$54.7M	11	0.49%	Increased
43	Amundi Paris, France	$459M	+$26.5M	9	0.32%	Increased
44	Flossbach Von Storch Cologne, Germany	$440M	+$20.5M	1	1.28%	Increased
45	Parametric Portfolio Associates Seattle, Washington	$417M	+$18M	12	0.24%	Increased
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$403M	-$20.5M	12	0.19%	Reduced
47	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$399M	+$363M	9	0.45%	Increased
48	Ruane, Cunniff & Goldfarb New York	$398M	-$6.31M	1	3.58%	Reduced
49	JP Morgan Chase New York	$391M	-$11.7M	12	0.05%	Reduced
50	Swiss National Bank Zurich, Switzerland	$390M	-$10.2M	11	0.25%	Reduced