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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	Charles Schwab San Francisco, California	$953M	+$26.5M	12	0.18%	Increased
27	Legal & General Group London, United Kingdom	$877M	+$131K	12	0.25%	Increased
28	AKRE Capital Management Middleburg, Virginia	$870M	-$550K	1	7.66%	Reduced
29	Impax Asset Management Group London, United Kingdom	$858M	-$170M	5	3.49%	Reduced
30	Boston Partners Boston, Massachusetts	$813M	+$53.4M	3	1.01%	Increased
31	Victory Capital Management San Antonio, Texas	$801M	-$85M	10	0.8%	Reduced
32	Baillie Gifford & Co Edinburgh, United Kingdom	$798M	-$108M	2	0.62%	Reduced
33	Primecap Management Pasadena, California	$780M	-$51.6M	1	0.56%	Reduced
34	AllianceBernstein Nashville, Tennessee	$779M	-$28.8M	10	0.27%	Reduced
35	First Trust Advisors Wheaton, Illinois	$755M	+$98.8M	10	0.77%	Increased
36	JP Morgan Chase New York	$739M	-$64M	13	0.06%	Reduced
37	Durable Capital Partners Bethesda, Maryland	$715M	+$39.9M	1	5.87%	Increased
38	Allspring Global Investments Charlotte, North Carolina	$679M	-$7.51M	9	1.11%	Reduced
39	Mackenzie Financial Toronto Ontario, Ontario, Canada	$652M	+$17.5M	6	0.97%	Increased
40	Mirova US Boston, Massachusetts	$649M	+$12.7M	2	8.08%	Increased
41	Corient Private Wealth Miami, Florida	$621M	+$14.7M	9	1.08%	Increased
42	Allianz Asset Management Munich, Germany	$619M	-$50.7M	7	0.92%	Reduced
43	Barclays London, United Kingdom	$609M	-$18.5M	12	0.19%	Reduced
44	Luther King Capital Management (LKCM) Fort Worth, Texas	$596M	-$9.36M	5	2.69%	Reduced
45	Swedbank Stockholm, Sweden	$596M	+$17.3M	4	0.8%	Increased
46	Ameriprise Minneapolis, Minnesota	$591M	-$74.9M	10	0.16%	Reduced
47	Artisan Partners Milwaukee, Wisconsin	$584M	+$1.31M	2	0.88%	Increased
48	Mitsubishi UFJ Asset Management Tokyo, Japan	$549M	+$31.5M	8	0.67%	Increased
49	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$493M	+$500M	12	1.17%	New
50	Deutsche Bank Frankfurt Am Main Ge, Germany	$484M	-$46.1M	11	0.22%	Reduced