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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	$5.11B	+$123M	12	0.25%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$4.3B	+$113M	9	0.77%	Increased
3	BlackRock New York	$3.47B	-$263M	12	0.18%	Reduced
4	State Street Boston, Massachusetts	$1.98B	+$11M	12	0.18%	Increased
5	Franklin Resources San Mateo, California	$1.28B	+$2.41M	6	0.64%	Increased
6	Goldman Sachs New York	$841M	-$80.6M	12	0.22%	Reduced
7	Fidelity Investments Boston, Massachusetts	$837M	+$2.53M	7	0.1%	Increased
8	Dimensional Fund Advisors Austin, Texas	$670M	+$10.1M	11	0.31%	Increased
9	Massachusetts Financial Services Boston, Massachusetts	$587M	+$5.62M	2	0.26%	Increased
10	Northern Trust Chicago, Illinois	$580M	-$2.03M	12	0.16%	Reduced
11	Pictet Asset Management (UK) London, United Kingdom	$568M	+$37.5M	6	1.75%	Increased
12	Principal Financial Group Des Moines, Iowa	$522M	+$14.9M	11	0.52%	Increased
13	TIAA CREF Investment Management New York	$506M	+$12.6M	12	0.36%	Increased
14	Norges Bank Oslo, Norway	$495M	-$45.7M	7	0.2%	Reduced
15	Primecap Management Pasadena, California	$490M	+$40.7M	1	0.42%	Increased
16	Brown Advisory Baltimore, Maryland	$489M	-$3.76M	3	1.49%	Reduced
17	Geode Capital Management Boston, Massachusetts	$484M	+$8.61M	12	0.19%	Increased
18	Impax Asset Management (UK) London, United Kingdom	$469M	+$97.8M	6	15.76%	Increased
19	Bank of New York Mellon New York	$444M	-$1.48M	12	0.13%	Reduced
20	Invesco Atlanta, Georgia	$420M	-$2.58M	11	0.13%	Reduced
21	Janus Henderson Group London,	$406M	+$318M	4	0.28%	Increased
22	Victory Capital Management San Antonio, Texas	$395M	+$11.7M	8	0.93%	Increased
23	AllianceBernstein Nashville, Tennessee	$390M	-$2.59M	11	0.3%	Reduced
24	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$371M	$0	1	53.39%	Maintained
25	Artisan Partners Milwaukee, Wisconsin	$363M	+$10.9M	3	0.68%	Increased