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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
1	T. Rowe Price Associates Baltimore, Maryland	$3.35B	-$196M	8	0.7%	Reduced
2	Vanguard Group Malvern, Pennsylvania	$3.31B	+$83.3M	11	0.22%	Increased
3	Fidelity Investments Boston, Massachusetts	$1.66B	+$104M	3	0.22%	Increased
4	State Street Boston, Massachusetts	$1.35B	-$5.38M	11	0.15%	Reduced
5	BlackRock Institutional Trust San Francisco, California	$1B	-$4.41M	11	0.17%	Reduced
6	Franklin Resources San Mateo, California	$1B	+$37.1M	5	0.51%	Increased
7	BlackRock Fund Advisors San Francisco, California	$720M	+$44.2M	11	0.17%	Increased
8	Bank of New York Mellon New York	$470M	+$19.6M	11	0.14%	Increased
9	Northern Trust Chicago, Illinois	$464M	-$20.4M	11	0.15%	Reduced
10	Massachusetts Financial Services Boston, Massachusetts	$460M	+$28.9M	3	0.25%	Increased
11	Dimensional Fund Advisors Austin, Texas	$452M	+$15.3M	11	0.28%	Increased
12	Barrow, Hanley, Mewhinney & Strauss Dallas, Texas	$449M	-$3.61M	1	0.67%	Reduced
13	Norges Bank Oslo, Norway	$437M	+$4.65M	8	0.22%	Increased
14	Invesco Atlanta, Georgia	$433M	-$31.8M	11	0.17%	Reduced
15	Parnassus Investments San Francisco, California	$408M	+$681K	1	2.73%	Increased
16	Principal Financial Group Des Moines, Iowa	$390M	+$4.02M	8	0.58%	Increased
17	Deutsche Bank Frankfurt Am Main Ge, Germany	$355M	+$16.6M	11	0.25%	Increased
18	Pictet Asset Management (UK) London, United Kingdom	$355M	+$21.5M	6	1.5%	Increased
19	Primecap Management Pasadena, California	$329M	+$5.24M	1	0.34%	Increased
20	Harding Loevner Bridgewater, New Jersey	$321M	-$42.9M	1	2.6%	Reduced
21	TIAA CREF Investment Management New York	$319M	+$1.66M	11	0.24%	Increased
22	JP Morgan Chase New York	$317M	+$92.3M	10	0.08%	Increased
23	Geode Capital Management Boston, Massachusetts	$308M	+$2.12M	11	0.18%	Increased
24	Artisan Partners Milwaukee, Wisconsin	$298M	+$11.3M	3	0.58%	Increased
25	Neuberger Berman Group New York	$286M	-$16.7M	6	0.37%	Reduced