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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	First Trust Advisors Wheaton, Illinois	$929M	-$2.77M	10	0.82%	Reduced
27	Legal & General Group London, United Kingdom	$917M	+$69.2M	12	0.25%	Increased
28	JP Morgan Chase New York	$890M	-$44.2M	13	0.07%	Reduced
29	AllianceBernstein Nashville, Tennessee	$858M	-$42.1M	10	0.31%	Reduced
30	AKRE Capital Management Middleburg, Virginia	$854M	-$18.4M	1	8.22%	Reduced
31	American Century Companies Kansas City, Missouri	$802M	-$18M	11	0.49%	Reduced
32	Victory Capital Management San Antonio, Texas	$786M	+$61.1M	10	0.8%	Increased
33	UBS Group Zurich, Switzerland	$752M	-$58M	13	0.14%	Reduced
34	Mackenzie Financial Toronto Ontario, Ontario, Canada	$721M	+$10.4M	9	1.03%	Increased
35	Mirova US Boston, Massachusetts	$720M	+$54.1M	3	8.56%	Increased
36	Mitsubishi UFJ Asset Management Tokyo, Japan	$717M	+$70.3M	8	0.66%	Increased
37	Swedbank Stockholm, Sweden	$686M	+$46.1M	3	0.91%	Increased
38	Barclays London, United Kingdom	$660M	+$85.3M	13	0.19%	Increased
39	Allianz Asset Management Munich, Germany	$624M	+$27.7M	8	0.82%	Increased
40	Corient Private Wealth Miami, Florida	$587M	-$21.9M	7	0.96%	Reduced
41	Allspring Global Investments Charlotte, North Carolina	$579M	+$25.6M	9	1%	Increased
42	Ameriprise Minneapolis, Minnesota	$577M	-$13.4M	9	0.16%	Reduced
43	Fidelity Investments Boston, Massachusetts	$576M	+$97.2M	12	0.04%	Increased
44	Primecap Management Pasadena, California	$563M	-$59M	1	0.47%	Reduced
45	Deutsche Bank Frankfurt Am Main Ge, Germany	$553M	-$766K	11	0.22%	Reduced
46	Luther King Capital Management (LKCM) Fort Worth, Texas	$539M	-$24M	5	2.49%	Reduced
47	Artisan Partners Milwaukee, Wisconsin	$491M	-$24.6M	1	0.79%	Reduced
48	Neuberger Berman Group New York	$464M	+$68.8M	7	0.39%	Increased
49	Wells Fargo San Francisco, California	$447M	+$91.7M	12	0.1%	Increased
50	Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong	$437M	-$27.4M	12	0.93%	Reduced