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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	Royal Bank of Canada Toronto, Ontario, Canada	$829M	+$27M	12	0.19%	Increased
27	AKRE Capital Management Middleburg, Virginia	$818M	+$231K	1	4.56%	Increased
28	Allianz Asset Management Munich, Germany	$780M	+$10.1M	8	0.54%	Increased
29	Victory Capital Management San Antonio, Texas	$770M	-$59.4M	11	0.71%	Reduced
30	Legal & General Group London, United Kingdom	$763M	-$6.98M	12	0.23%	Reduced
31	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$753M	-$18.7M	11	0.46%	Reduced
32	Allspring Global Investments Charlotte, North Carolina	$713M	+$686M	11	0.79%	New
33	Charles Schwab San Francisco, California	$706M	+$16.5M	12	0.21%	Increased
34	Brown Advisory Baltimore, Maryland	$647M	+$19.9M	6	0.8%	Increased
35	Ameriprise Minneapolis, Minnesota	$603M	+$377M	11	0.17%	Increased
36	Flossbach Von Storch Cologne, Germany	$567M	+$78.9M	1	1.53%	Increased
37	Massachusetts Financial Services Boston, Massachusetts	$566M	+$2.01M	2	0.16%	Increased
38	Capital International Investors Los Angeles, California	$565M	-$28.3M	2	0.12%	Reduced
39	Luther King Capital Management (LKCM) Fort Worth, Texas	$561M	-$262K	4	2.54%	Reduced
40	BP Berkshire Partners Boston, Massachusetts	$539M	-$159M	1	32.61%	Reduced
41	JP Morgan Chase New York	$530M	+$81.6M	12	0.06%	Increased
42	Amundi Paris, France	$527M	+$58M	8	0.33%	Increased
43	American Century Companies Kansas City, Missouri	$518M	+$332M	10	0.33%	Increased
44	First Trust Advisors Wheaton, Illinois	$508M	-$6.92M	11	0.49%	Reduced
45	Goldman Sachs New York	$501M	-$12.4M	12	0.1%	Reduced
46	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$479M	-$12.1M	8	0.51%	Reduced
47	Deutsche Bank Frankfurt Am Main Ge, Germany	$472M	+$44M	12	0.21%	Increased
48	Parametric Portfolio Associates Seattle, Washington	$463M	+$10.5M	12	0.24%	Increased
49	Durable Capital Partners Bethesda, Maryland	$454M	+$73.1M	1	3.54%	Increased
50	Loomis, Sayles & Company Boston, Massachusetts	$451M	+$21.2M	2	0.55%	Increased