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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	Durable Capital Partners Bethesda, Maryland	$810M	$0	1	7.11%	Maintained
27	AKRE Capital Management Middleburg, Virginia	$796M	$0	1	6.63%	Maintained
28	Charles Schwab San Francisco, California	$790M	+$34.7M	12	0.23%	Increased
29	Legal & General Group London, United Kingdom	$768M	+$75M	12	0.25%	Increased
30	Primecap Management Pasadena, California	$755M	-$508K	1	0.63%	Reduced
31	Baillie Gifford & Co Edinburgh, United Kingdom	$753M	+$78.7M	2	0.64%	Increased
32	Capital World Investors Los Angeles, California	$752M	+$3.5M	1	0.14%	Increased
33	Allspring Global Investments Charlotte, North Carolina	$723M	-$27.7M	10	1.16%	Reduced
34	UBS AM Chicago, Illinois	$684M	$0	10	0.33%	Maintained
35	Ameriprise Minneapolis, Minnesota	$589M	-$44.6M	11	0.18%	Reduced
36	Allianz Asset Management Munich, Germany	$579M	+$17.5M	8	1.04%	Increased
37	Goldman Sachs New York	$562M	+$59.2M	12	0.12%	Increased
38	Luther King Capital Management (LKCM) Fort Worth, Texas	$551M	-$7.62M	4	2.74%	Reduced
39	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$547M	-$42.2M	10	0.3%	Reduced
40	Mirova US Boston, Massachusetts	$529M	+$12.1M	2	8.8%	Increased
41	JP Morgan Chase New York	$528M	+$31.9M	12	0.06%	Increased
42	Select Equity Group New York	$525M	-$37.5M	2	1.96%	Reduced
43	CIBC Private Wealth Group Atlanta, Georgia	$516M	+$7.24M	4	1.13%	Increased
44	First Trust Advisors Wheaton, Illinois	$482M	-$50.1M	10	0.55%	Reduced
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$437M	+$7.82M	11	0.23%	Increased
46	California Public Employees Retirement System Sacramento, California	$412M	+$8.7M	6	0.35%	Increased
47	Barclays London, United Kingdom	$403M	+$80.1M	12	0.25%	Increased
48	Swiss National Bank Zurich, Switzerland	$402M	-$6.31M	10	0.27%	Reduced
49	Swedbank Stockholm, Sweden	$398M	+$23.2M	4	0.68%	Increased
50	Corient Private Wealth Miami, Florida	$388M	-$257K	8	0.9%	Reduced