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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	Bank of New York Mellon New York	$921M	-$48.9M	12	0.17%	Reduced
27	Legal & General Group London, United Kingdom	$902M	-$31M	12	0.22%	Reduced
28	Goldman Sachs New York	$895M	-$138M	12	0.12%	Reduced
29	AKRE Capital Management Middleburg, Virginia	$816M	-$5.49M	1	7.99%	Reduced
30	Victory Capital Management San Antonio, Texas	$785M	+$61.9M	11	0.51%	Increased
31	American Century Companies Kansas City, Missouri	$782M	-$26.4M	11	0.42%	Reduced
32	Mitsubishi UFJ Asset Management Tokyo, Japan	$772M	+$72.8M	8	0.62%	Increased
33	AllianceBernstein Nashville, Tennessee	$769M	-$65.9M	11	0.25%	Reduced
34	Mirova US Boston, Massachusetts	$756M	+$27.5M	3	7.82%	Increased
35	Ameriprise Minneapolis, Minnesota	$720M	+$110M	9	0.18%	Increased
36	Mackenzie Financial Toronto Ontario, Ontario, Canada	$660M	-$36.3M	9	0.86%	Reduced
37	Barclays London, United Kingdom	$630M	-$22.7M	12	0.14%	Reduced
38	UBS Group Zurich, Switzerland	$629M	-$127M	13	0.11%	Reduced
39	Primecap Management Pasadena, California	$624M	+$6.15M	1	0.49%	Increased
40	Allspring Global Investments Charlotte, North Carolina	$587M	-$3.97M	9	0.98%	Reduced
41	Massachusetts Financial Services Boston, Massachusetts	$569M	+$292M	4	0.18%	Increased
42	Allianz Asset Management Munich, Germany	$564M	-$60M	7	0.68%	Reduced
43	Wells Fargo San Francisco, California	$549M	+$85.3M	12	0.11%	Increased
44	Deutsche Bank Frankfurt Am Main Ge, Germany	$545M	-$28.1M	12	0.2%	Reduced
45	Corient Private Wealth Miami, Florida	$545M	-$25.3M	7	0.73%	Reduced
46	Fidelity Investments Boston, Massachusetts	$529M	-$7.78M	12	0.03%	Reduced
47	Luther King Capital Management (LKCM) Fort Worth, Texas	$526M	-$7.26M	5	2.28%	Reduced
48	Neuberger Berman Group New York	$498M	+$5.72M	6	0.38%	Increased
49	Lazard Asset Management New York	$485M	+$20.9M	7	0.67%	Increased
50	Artisan Partners Milwaukee, Wisconsin	$483M	-$46.2M	1	0.71%	Reduced