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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	Vanguard Group Malvern, Pennsylvania	$3.44B	+$102M	11	0.22%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$3.05B	-$252M	8	0.65%	Reduced
3	Fidelity Investments Boston, Massachusetts	$1.87B	+$226M	4	0.26%	Increased
4	State Street Boston, Massachusetts	$1.39B	+$19.1M	11	0.15%	Increased
5	BlackRock Institutional Trust San Francisco, California	$1.03B	+$17.5M	11	0.17%	Increased
6	Franklin Resources San Mateo, California	$984M	+$12.9M	6	0.52%	Increased
7	BlackRock Fund Advisors San Francisco, California	$736M	-$10.4M	11	0.17%	Reduced
8	Invesco Atlanta, Georgia	$516M	+$70.9M	11	0.21%	Increased
9	Dimensional Fund Advisors Austin, Texas	$510M	+$34.8M	11	0.31%	Increased
10	Goldman Sachs New York	$508M	+$227M	10	0.17%	Increased
11	Norges Bank Oslo, Norway	$493M	+$37M	8	0.24%	Increased
12	Northern Trust Chicago, Illinois	$472M	+$5M	11	0.16%	Increased
13	Bank of New York Mellon New York	$464M	-$24.4M	11	0.14%	Reduced
14	Parnassus Investments San Francisco, California	$463M	+$5.28M	1	2.97%	Increased
15	Massachusetts Financial Services Boston, Massachusetts	$429M	-$14.3M	3	0.22%	Reduced
16	Principal Financial Group Des Moines, Iowa	$375M	-$4.29M	7	0.54%	Reduced
17	Primecap Management Pasadena, California	$356M	+$13.3M	1	0.37%	Increased
18	Pictet Asset Management (UK) London, United Kingdom	$356M	+$9.19M	6	1.57%	Increased
19	VOYA Investment Management Atlanta, Georgia	$328M	+$55.4M	10	0.81%	Increased
20	Geode Capital Management Boston, Massachusetts	$318M	+$7.74M	11	0.17%	Increased
21	JP Morgan Chase New York	$315M	+$8.45M	10	0.08%	Increased
22	Deutsche Bank Frankfurt Am Main Ge, Germany	$314M	-$35.6M	11	0.24%	Reduced
23	Artisan Partners Milwaukee, Wisconsin	$307M	+$1.78M	3	0.64%	Increased
24	Janus Henderson Investors US Denver, Colorado	$305M	+$90.8M	4	0.26%	Increased
25	Harding Loevner Bridgewater, New Jersey	$301M	-$7.28M	1	2.38%	Reduced