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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	$6.22B	+$112M	12	0.27%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$4.81B	+$103M	8	0.78%	Increased
3	BlackRock New York	$4.27B	+$155M	12	0.2%	Increased
4	State Street Boston, Massachusetts	$2.83B	+$550M	12	0.23%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.46B	+$401M	6	0.17%	Increased
6	Franklin Resources San Mateo, California	$1.4B	-$9.9M	5	0.67%	Reduced
7	Goldman Sachs New York	$880M	-$38.9M	11	0.21%	Reduced
8	Dimensional Fund Advisors Austin, Texas	$794M	-$22.9M	11	0.33%	Reduced
9	Northern Trust Chicago, Illinois	$702M	-$6.64M	12	0.18%	Reduced
10	Pictet Asset Management (UK) London, United Kingdom	$653M	-$3.27M	6	1.68%	Reduced
11	Massachusetts Financial Services Boston, Massachusetts	$647M	-$9.51M	2	0.27%	Reduced
12	Geode Capital Management Boston, Massachusetts	$636M	+$42.5M	12	0.22%	Increased
13	Bank of New York Mellon New York	$634M	+$22.3M	12	0.17%	Increased
14	Norges Bank Oslo, Norway	$628M	-$28.3M	6	0.23%	Reduced
15	Impax Asset Management (UK) London, United Kingdom	$584M	+$15.9M	6	16.11%	Increased
16	Principal Financial Group Des Moines, Iowa	$567M	-$15.5M	10	0.52%	Reduced
17	Primecap Management Pasadena, California	$541M	-$6.8M	1	0.41%	Reduced
18	Wells Fargo San Francisco, California	$536M	+$47.1M	12	0.15%	Increased
19	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$501M	$0	1	57.32%	Maintained
20	TIAA CREF Investment Management New York	$483M	-$12.3M	11	0.32%	Reduced
21	Invesco Atlanta, Georgia	$471M	-$11.5M	11	0.17%	Reduced
22	JP Morgan Chase New York	$468M	+$79.5M	12	0.1%	Increased
23	Brown Advisory Baltimore, Maryland	$458M	-$19.7M	3	1.45%	Reduced
24	AllianceBernstein Nashville, Tennessee	$450M	+$7.65M	11	0.32%	Increased
25	Parnassus Investments San Francisco, California	$414M	+$3.25M	1	1.62%	Increased