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
| $5.62B | +$57.2M | 12 | 0.26% | Increased |
|
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.42B | -$151M | 9 | 0.75% | Reduced |
|
| 3 |
BlackRock
New York
| $3.82B | +$39.8M | 12 | 0.19% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.08B | -$64.6M | 12 | 0.18% | Reduced |
|
| 5 |
Franklin Resources
San Mateo,
California
| $1.33B | -$20.2M | 5 | 0.65% | Reduced |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $873M | -$52.1M | 6 | 0.11% | Reduced |
|
| 7 |
Goldman Sachs
New York
| $831M | -$98.5M | 12 | 0.2% | Reduced |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $757M | +$2.31M | 11 | 0.33% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $659M | +$27.8M | 12 | 0.17% | Increased |
|
| 10 |
Massachusetts Financial Services
Boston,
Massachusetts
| $613M | -$13.3M | 2 | 0.27% | Reduced |
|
| 11 |
Norges Bank
Oslo,
Norway
| $606M | +$52.5M | 6 | 0.23% | Increased |
|
| 12 |
Pictet Asset Management (UK)
London,
United Kingdom
| $593M | -$38.2M | 6 | 1.68% | Reduced |
|
| 13 |
Bank of New York Mellon
New York
| $555M | +$63.2M | 12 | 0.15% | Increased |
|
| 14 |
Principal Financial Group
Des Moines,
Iowa
| $548M | -$4.94M | 10 | 0.53% | Reduced |
|
| 15 |
Geode Capital Management
Boston,
Massachusetts
| $545M | +$18.7M | 12 | 0.2% | Increased |
|
| 16 |
Impax Asset Management (UK)
London,
United Kingdom
| $532M | +$15.6M | 6 | 16.28% | Increased |
|
| 17 |
Primecap Management
Pasadena,
California
| $484M | -$38.3M | 1 | 0.4% | Reduced |
|
| 18 |
TIAA CREF Investment Management
New York
| $456M | -$90.7M | 11 | 0.31% | Reduced |
|
| 19 |
Invesco
Atlanta,
Georgia
| $450M | -$4.63M | 11 | 0.17% | Reduced |
|
| 20 |
Brown Advisory
Baltimore,
Maryland
| $449M | -$62.8M | 3 | 1.49% | Reduced |
|
| 21 |
Wells Fargo
San Francisco,
California
| $447M | +$80.5M | 12 | 0.14% | Increased |
|
| 22 |
AllianceBernstein
Nashville,
Tennessee
| $412M | -$7.44M | 11 | 0.31% | Reduced |
|
| 23 |
Artisan Partners
Milwaukee,
Wisconsin
| $397M | +$12.5M | 2 | 0.73% | Increased |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $395M | +$56.8M | 12 | 0.06% | Increased |
|
| 25 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $384M | +$34.1M | 12 | 0.26% | Increased |
|