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
| $6.35B | +$135M | 12 | 0.29% | Increased |
|
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.71B | +$403M | 9 | 0.8% | Increased |
|
| 3 |
BlackRock
New York
| $4.35B | +$3.33M | 12 | 0.22% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $2.47B | -$43.4M | 12 | 0.23% | Reduced |
|
| 5 |
Franklin Resources
San Mateo,
California
| $1.45B | +$19.8M | 5 | 0.88% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $1.3B | +$5.42M | 10 | 0.18% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $733M | +$55.2M | 12 | 0.23% | Increased |
|
| 8 |
Dimensional Fund Advisors
Austin,
Texas
| $693M | -$17.3M | 12 | 0.31% | Reduced |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $690M | +$15M | 12 | 0.19% | Increased |
|
| 10 |
Norges Bank
Oslo,
Norway
| $659M | -$4.6M | 7 | 0.25% | Reduced |
|
| 11 |
AllianceBernstein
Nashville,
Tennessee
| $647M | +$154M | 11 | 0.48% | Increased |
|
| 12 |
Impax Asset Management Group
London,
United Kingdom
| $631M | +$43.6M | 5 | 10.29% | Increased |
|
| 13 |
Wells Fargo
San Francisco,
California
| $581M | +$15.2M | 12 | 0.19% | Increased |
|
| 14 |
Bank of New York Mellon
New York
| $570M | -$61.1M | 12 | 0.18% | Reduced |
|
| 15 |
Invesco
Atlanta,
Georgia
| $561M | -$18.9M | 12 | 0.21% | Reduced |
|
| 16 |
Primecap Management
Pasadena,
California
| $481M | -$5.37M | 1 | 0.39% | Reduced |
|
| 17 |
Massachusetts Financial Services
Boston,
Massachusetts
| $481M | +$34.2M | 2 | 0.23% | Increased |
|
| 18 |
Pictet Asset Management (UK)
London,
United Kingdom
| $450M | -$35.7M | 5 | 1.13% | Reduced |
|
| 19 |
Brown Advisory
Baltimore,
Maryland
| $448M | -$9.55M | 4 | 1.51% | Reduced |
|
| 20 |
JP Morgan Chase
New York
| $427M | -$8.12M | 12 | 0.1% | Reduced |
|
| 21 |
Harding Loevner
Bridgewater,
New Jersey
| $422M | +$29.2M | 1 | 2.44% | Increased |
|
| 22 |
AKRE Capital Management
Middleburg,
Virginia
| $418M | +$2.25M | 1 | 5.29% | Increased |
|
| 23 |
Parnassus Investments
San Francisco,
California
| $417M | +$5.43M | 1 | 1.82% | Increased |
|
| 24 |
Goldman Sachs
New York
| $412M | -$193M | 10 | 0.13% | Reduced |
|
| 25 |
Principal Financial Group
Des Moines,
Iowa
| $406M | -$82.8M | 11 | 0.43% | Reduced |
|