← All themes Water

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	$4.66B	+$220M	12	0.24%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$3.75B	+$150M	10	0.7%	Increased
3	BlackRock New York	$3.51B	+$3.36B	12	0.19%	Increased
4	State Street Boston, Massachusetts	$1.83B	+$54.6M	11	0.16%	Increased
5	Franklin Resources San Mateo, California	$1.15B	+$55.6M	6	0.59%	Increased
6	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$880M	$0	1	68.6%	Maintained
7	Goldman Sachs New York	$864M	-$52.2M	11	0.23%	Reduced
8	Fidelity Investments Boston, Massachusetts	$815M	-$183M	6	0.1%	Reduced
9	Dimensional Fund Advisors Austin, Texas	$658M	+$17.8M	11	0.31%	Increased
10	Northern Trust Chicago, Illinois	$548M	+$8.2M	12	0.16%	Increased
11	Pictet Asset Management (UK) London, United Kingdom	$540M	+$68.8M	7	1.76%	Increased
12	Massachusetts Financial Services Boston, Massachusetts	$520M	-$25.7M	2	0.24%	Reduced
13	Norges Bank Oslo, Norway	$500M	-$68.1M	7	0.2%	Reduced
14	Principal Financial Group Des Moines, Iowa	$459M	-$26.4M	11	0.55%	Reduced
15	Primecap Management Pasadena, California	$457M	+$34.3M	1	0.41%	Increased
16	TIAA CREF Investment Management New York	$456M	+$96M	11	0.33%	Increased
17	Geode Capital Management Boston, Massachusetts	$445M	+$35.3M	12	0.18%	Increased
18	Brown Advisory Baltimore, Maryland	$439M	-$34.6M	3	1.5%	Reduced
19	Bank of New York Mellon New York	$419M	+$27.9M	12	0.12%	Increased
20	Janus Henderson Investors US Denver, Colorado	$405M	-$129M	3	0.33%	Reduced
21	Invesco Atlanta, Georgia	$392M	+$1.67M	12	0.13%	Increased
22	Victory Capital Management San Antonio, Texas	$362M	+$85.5M	8	0.86%	Increased
23	Impax Asset Management (UK) London, United Kingdom	$356M	+$27.1M	6	14.73%	Increased
24	Deutsche Bank Frankfurt Am Main Ge, Germany	$355M	+$17M	12	0.26%	Increased
25	AllianceBernstein Nashville, Tennessee	$355M	+$46.1M	10	0.28%	Increased