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
| $7.23B | +$60.4M | 12 | 0.28% | Increased |
|
| 2 |
BlackRock
New York
| $5.04B | +$190M | 12 | 0.22% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.9B | -$249M | 8 | 0.71% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.96B | +$27.9M | 12 | 0.23% | Increased |
|
| 5 |
Franklin Resources
San Mateo,
California
| $1.6B | +$22.6M | 6 | 0.8% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $1.59B | +$74.6M | 10 | 0.18% | Increased |
|
| 7 |
Dimensional Fund Advisors
Austin,
Texas
| $829M | -$9.58M | 12 | 0.32% | Reduced |
|
| 8 |
Geode Capital Management
Boston,
Massachusetts
| $791M | +$18.5M | 12 | 0.22% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $779M | -$1.24M | 12 | 0.19% | Reduced |
|
| 10 |
Norges Bank
Oslo,
Norway
| $774M | +$5.84M | 7 | 0.25% | Increased |
|
| 11 |
Bank of New York Mellon
New York
| $729M | +$54.7M | 12 | 0.19% | Increased |
|
| 12 |
Goldman Sachs
New York
| $704M | -$16.5M | 11 | 0.18% | Reduced |
|
| 13 |
Impax Asset Management Group
London,
United Kingdom
| $695M | +$679M | 5 | 9.98% | New |
|
| 14 |
Wells Fargo
San Francisco,
California
| $680M | -$32.1M | 12 | 0.19% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $676M | -$138M | 12 | 0.21% | Reduced |
|
| 16 |
Primecap Management
Pasadena,
California
| $636M | +$168K | 1 | 0.43% | Increased |
|
| 17 |
AllianceBernstein
Nashville,
Tennessee
| $600M | +$76.2M | 11 | 0.39% | Increased |
|
| 18 |
Pictet Asset Management (UK)
London,
United Kingdom
| $567M | -$95.9M | 7 | 1.2% | Reduced |
|
| 19 |
Principal Financial Group
Des Moines,
Iowa
| $542M | -$64.8M | 11 | 0.48% | Reduced |
|
| 20 |
Brown Advisory
Baltimore,
Maryland
| $513M | +$7.79M | 4 | 1.46% | Increased |
|
| 21 |
Massachusetts Financial Services
Boston,
Massachusetts
| $499M | -$11.5M | 2 | 0.21% | Reduced |
|
| 22 |
JP Morgan Chase
New York
| $497M | +$4.89M | 12 | 0.09% | Increased |
|
| 23 |
Parnassus Investments
San Francisco,
California
| $493M | -$193K | 1 | 1.88% | Reduced |
|
| 24 |
Ruane, Cunniff & Goldfarb
New York
| $480M | -$14.7M | 1 | 4.42% | Reduced |
|
| 25 |
TIAA CREF Investment Management
New York
| $464M | -$28.1M | 12 | 0.3% | Reduced |
|