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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	$3.99B	+$93.1M	11	0.23%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$3.28B	+$134M	9	0.66%	Increased
3	Fidelity Investments Boston, Massachusetts	$2.18B	+$83.8M	5	0.29%	Increased
4	State Street Boston, Massachusetts	$1.57B	+$61.4M	10	0.16%	Increased
5	BlackRock Institutional Trust San Francisco, California	$1.15B	+$11M	11	0.18%	Increased
6	Franklin Resources San Mateo, California	$968M	-$11.8M	6	0.51%	Reduced
7	BlackRock Fund Advisors San Francisco, California	$887M	+$40.1M	11	0.18%	Increased
8	Goldman Sachs New York	$696M	+$41M	8	0.21%	Increased
9	Dimensional Fund Advisors Austin, Texas	$622M	+$8.12M	11	0.34%	Increased
10	Northern Trust Chicago, Illinois	$527M	+$287K	11	0.16%	Increased
11	Norges Bank Oslo, Norway	$514M	-$33.6M	8	0.24%	Reduced
12	Janus Henderson Investors US Denver, Colorado	$484M	+$84.7M	3	0.41%	Increased
13	Pictet Asset Management (UK) London, United Kingdom	$477M	+$28.1M	6	1.79%	Increased
14	Massachusetts Financial Services Boston, Massachusetts	$465M	+$33.3M	2	0.23%	Increased
15	Parnassus Investments San Francisco, California	$456M	-$749K	1	2.49%	Reduced
16	Bank of New York Mellon New York	$438M	-$546K	11	0.13%	Reduced
17	Principal Financial Group Des Moines, Iowa	$410M	+$18.2M	8	0.54%	Increased
18	Primecap Management Pasadena, California	$398M	-$15.8M	1	0.4%	Reduced
19	Invesco Atlanta, Georgia	$381M	-$124M	11	0.13%	Reduced
20	Geode Capital Management Boston, Massachusetts	$370M	+$10M	11	0.19%	Increased
21	BlackRock Group London, United Kingdom	$363M	+$44.1M	10	0.18%	Increased
22	Artisan Partners Milwaukee, Wisconsin	$362M	-$15.1M	2	0.72%	Reduced
23	JP Morgan Chase New York	$319M	-$23.2M	10	0.08%	Reduced
24	Brown Advisory Baltimore, Maryland	$314M	+$288M	3	1.08%	Increased
25	Impax Asset Management (UK) London, United Kingdom	$305M	-$6.63M	6	13.97%	Reduced