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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	$655M	+$594K	11	0.21%	Increased
27	Allspring Global Investments Charlotte, North Carolina	$643M	+$44.5M	11	1.14%	Increased
28	Nuveen Charlotte, North Carolina	$641M	-$11.2M	11	0.26%	Reduced
29	Amundi Paris, France	$636M	+$235M	9	0.38%	Increased
30	Select Equity Group New York	$613M	-$201M	3	2.14%	Reduced
31	AKRE Capital Management Middleburg, Virginia	$595M	$0	1	5.25%	Maintained
32	Durable Capital Partners Bethesda, Maryland	$583M	+$64.8M	1	6.41%	Increased
33	Charles Schwab San Francisco, California	$575M	+$330K	11	0.21%	Increased
34	UBS AM Chicago, Illinois	$560M	-$53.8M	10	0.31%	Reduced
35	Legal & General Group London, United Kingdom	$548M	-$34.2M	11	0.21%	Reduced
36	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$538M	-$13.7M	10	0.37%	Reduced
37	Ameriprise Minneapolis, Minnesota	$499M	-$49.6M	10	0.18%	Reduced
38	Mackenzie Financial Toronto Ontario, Ontario, Canada	$464M	+$132M	6	0.8%	Increased
39	Goldman Sachs New York	$452M	+$53M	12	0.11%	Increased
40	Flossbach Von Storch Cologne, Germany	$446M	-$22.1M	1	1.64%	Reduced
41	Luther King Capital Management (LKCM) Fort Worth, Texas	$439M	+$4.48M	4	2.62%	Increased
42	Brown Advisory Baltimore, Maryland	$438M	+$70.1M	5	0.85%	Increased
43	Allianz Asset Management Munich, Germany	$420M	-$94.9M	7	0.85%	Reduced
44	JP Morgan Chase New York	$419M	-$18.6M	11	0.06%	Reduced
45	Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada	$406M	-$16.4M	5	0.69%	Reduced
46	CIBC Private Wealth Group Atlanta, Georgia	$374M	+$77.1M	3	1.01%	Increased
47	First Trust Advisors Wheaton, Illinois	$373M	-$101M	10	0.48%	Reduced
48	Swiss National Bank Zurich, Switzerland	$353M	+$887K	10	0.25%	Increased
49	Mirova US Boston, Massachusetts	$341M	-$1.37M	2	7.96%	Reduced
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$337M	+$13.8M	11	0.2%	Increased