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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
Vanguard Group
Pennsylvania
$4.19B +$137M 12 0.23% Increased
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$3.27B -$4.03M 10 0.65% Reduced
3
State Street
State Street
Massachusetts
$1.67B +$82.7M 11 0.16% Increased
4
BlackRock Institutional Trust
BlackRock Institutional Trust
California
$1.24B +$66M 12 0.18% Increased
5
BlackRock Fund Advisors
BlackRock Fund Advisors
California
$1.02B +$116M 12 0.19% Increased
6
Franklin Resources
Franklin Resources
California
$992M +$15.6M 6 0.51% Increased
7
LSGA
Lone Star Global Acquisitions
Bermuda
$977M +$852M 1 100% New
8
Fidelity Investments
Fidelity Investments
Massachusetts
$949M -$1.22B 5 0.13% Reduced
9
Goldman Sachs
Goldman Sachs
New York
$872M +$176M 11 0.25% Increased
10
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$632M -$26.9M 11 0.32% Reduced
11
Norges Bank
Norges Bank
Norway
$535M +$1.54M 8 0.23% Increased
12
Northern Trust
Northern Trust
Illinois
$517M -$20.6M 12 0.16% Reduced
13
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$499M +$13.9M 3 0.42% Increased
14
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$497M +$36.8M 2 0.24% Increased
15
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$449M -$16.3M 7 1.67% Reduced
16
Parnassus Investments
Parnassus Investments
California
$449M +$19M 1 2.22% Increased
17
Principal Financial Group
Principal Financial Group
Iowa
$440M +$25M 11 0.56% Increased
18
Primecap Management
Primecap Management
California
$437M -$2.01M 1 0.43% Reduced
19
Brown Advisory
Brown Advisory
Maryland
$421M +$104M 3 1.5% Increased
20
Geode Capital Management
Geode Capital Management
Massachusetts
$388M +$10.7M 12 0.18% Increased
21
BlackRock Group
BlackRock Group
United Kingdom
$384M +$19.7M 10 0.18% Increased
22
Invesco
Invesco
Georgia
$372M -$8.74M 12 0.13% Reduced
23
Bank of New York Mellon
Bank of New York Mellon
New York
$372M -$77.8M 12 0.11% Reduced
24
JP Morgan Chase
JP Morgan Chase
New York
$344M +$18.6M 11 0.08% Increased
25
TIAA CREF Investment Management
TIAA CREF Investment Management
New York
$326M +$65.1M 11 0.24% Increased