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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	Norges Bank Oslo, Norway	$776M	+$15.3M	7	0.17%	Increased
27	UBS AM Chicago, Illinois	$766M	-$193M	10	0.33%	Reduced
28	Royal Bank of Canada Toronto, Ontario, Canada	$722M	-$8.94M	11	0.18%	Reduced
29	Legal & General Group London, United Kingdom	$684M	-$1.89M	11	0.21%	Reduced
30	Allspring Global Investments Charlotte, North Carolina	$682M	+$8.29M	11	0.86%	Increased
31	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$673M	-$41.7M	10	0.44%	Reduced
32	Charles Schwab San Francisco, California	$668M	+$16.3M	11	0.2%	Increased
33	Flossbach Von Storch Cologne, Germany	$660M	+$110M	1	1.84%	Increased
34	Durable Capital Partners Bethesda, Maryland	$659M	+$213M	1	5.79%	Increased
35	First Trust Advisors Wheaton, Illinois	$659M	+$221M	11	0.67%	Increased
36	Capital International Investors Los Angeles, California	$625M	+$67.9M	2	0.14%	Increased
37	Allianz Asset Management Munich, Germany	$604M	-$82.8M	8	0.45%	Reduced
38	American Century Companies Kansas City, Missouri	$593M	+$93.2M	10	0.41%	Increased
39	Ameriprise Minneapolis, Minnesota	$537M	+$11.6M	10	0.16%	Increased
40	Brown Advisory Baltimore, Maryland	$536M	-$78.6M	6	0.8%	Reduced
41	Massachusetts Financial Services Boston, Massachusetts	$529M	-$9.54M	2	0.16%	Reduced
42	Amundi Paris, France	$506M	+$41.6M	8	0.34%	Increased
43	JP Morgan Chase New York	$504M	+$29.5M	11	0.06%	Increased
44	Luther King Capital Management (LKCM) Fort Worth, Texas	$492M	-$1.26M	4	2.4%	Reduced
45	BP Berkshire Partners Boston, Massachusetts	$470M	$0	1	32.68%	Maintained
46	Parametric Portfolio Associates Seattle, Washington	$463M	+$39.2M	11	0.24%	Increased
47	Deutsche Bank Frankfurt Am Main Ge, Germany	$442M	+$21.2M	11	0.21%	Increased
48	Loomis, Sayles & Company Boston, Massachusetts	$421M	-$255K	5	0.56%	Reduced
49	Goldman Sachs New York	$421M	-$59.8M	12	0.09%	Reduced
50	Swiss National Bank Zurich, Switzerland	$413M	+$44.8M	10	0.23%	Increased