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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	Capital World Investors Los Angeles, California	$739M	-$172M	1	0.15%	Reduced
27	AKRE Capital Management Middleburg, Virginia	$730M	$0	1	6.42%	Maintained
28	Allspring Global Investments Charlotte, North Carolina	$711M	-$4.39M	9	1.18%	Reduced
29	Charles Schwab San Francisco, California	$689M	+$5.76M	11	0.21%	Increased
30	UBS AM Chicago, Illinois	$684M	+$53.9M	10	0.33%	Increased
31	Nuveen Charlotte, North Carolina	$680M	-$64.6M	11	0.25%	Reduced
32	American Century Companies Kansas City, Missouri	$664M	-$90.4M	10	0.52%	Reduced
33	Legal & General Group London, United Kingdom	$635M	+$11.2M	11	0.23%	Increased
34	Ameriprise Minneapolis, Minnesota	$567M	+$50.6M	11	0.19%	Increased
35	Select Equity Group New York	$557M	+$64.2M	2	1.98%	Increased
36	Baillie Gifford & Co Edinburgh, United Kingdom	$554M	+$223M	2	0.5%	Increased
37	Mackenzie Financial Toronto Ontario, Ontario, Canada	$551M	-$13.7M	7	0.85%	Reduced
38	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$541M	-$57.3M	10	0.31%	Reduced
39	Luther King Capital Management (LKCM) Fort Worth, Texas	$513M	-$18.6M	4	2.71%	Reduced
40	Allianz Asset Management Munich, Germany	$511M	-$18.7M	8	0.91%	Reduced
41	First Trust Advisors Wheaton, Illinois	$479M	-$2.4M	10	0.55%	Reduced
42	Mirova US Boston, Massachusetts	$476M	+$50.1M	2	8.63%	Increased
43	Goldman Sachs New York	$462M	-$71M	12	0.11%	Reduced
44	Citadel Advisors Miami, Florida	$459M	+$196M	10	0.1%	Increased
45	JP Morgan Chase New York	$431M	+$32.1M	11	0.05%	Increased
46	Deutsche Bank Frankfurt Am Main Ge, Germany	$389M	+$8.85M	11	0.22%	Increased
47	Swiss National Bank Zurich, Switzerland	$376M	-$13.4M	10	0.26%	Reduced
48	California Public Employees Retirement System Sacramento, California	$370M	-$1.96M	6	0.33%	Reduced
49	Corient Private Wealth Miami, Florida	$354M	+$42.7M	8	0.95%	Increased
50	Millennium Management New York	$353M	+$91.6M	9	0.2%	Increased