← All themes Water

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	$7.78B	-$1.9M	12	0.31%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$6.36B	+$359M	9	0.93%	Increased
3	BlackRock New York	$5.33B	+$16.1M	12	0.24%	Increased
4	State Street Boston, Massachusetts	$3.13B	+$57.7M	12	0.24%	Increased
5	Fidelity Investments Boston, Massachusetts	$1.77B	+$218M	10	0.21%	Increased
6	Franklin Resources San Mateo, California	$1.75B	-$83.4M	5	0.94%	Reduced
7	AllianceBernstein Nashville, Tennessee	$1.05B	+$242M	11	0.68%	Increased
8	Geode Capital Management Boston, Massachusetts	$940M	+$35.9M	12	0.24%	Increased
9	Northern Trust Chicago, Illinois	$844M	+$4.21M	12	0.21%	Increased
10	Norges Bank Oslo, Norway	$773M	-$17.4M	7	0.25%	Reduced
11	Dimensional Fund Advisors Austin, Texas	$767M	-$26.6M	12	0.31%	Reduced
12	Wells Fargo San Francisco, California	$741M	+$20.8M	12	0.22%	Increased
13	Impax Asset Management Group London, United Kingdom	$738M	+$9.2M	5	10.16%	Increased
14	Invesco Atlanta, Georgia	$682M	-$4.99M	12	0.23%	Reduced
15	Bank of New York Mellon New York	$667M	-$21.5M	12	0.19%	Reduced
16	Massachusetts Financial Services Boston, Massachusetts	$649M	+$29.4M	2	0.27%	Increased
17	Primecap Management Pasadena, California	$618M	-$470K	1	0.46%	Reduced
18	TIAA CREF Investment Management New York	$573M	+$70.5M	12	0.41%	Increased
19	Brown Advisory Baltimore, Maryland	$568M	-$1.15M	5	1.61%	Reduced
20	Harding Loevner Bridgewater, New Jersey	$555M	+$12.5M	1	2.61%	Increased
21	AKRE Capital Management Middleburg, Virginia	$536M	+$71.3K	1	5.66%	Increased
22	Pictet Asset Management (UK) London, United Kingdom	$536M	-$4.12M	5	1.18%	Reduced
23	JP Morgan Chase New York	$533M	+$331K	12	0.11%	Increased
24	American Century Companies Kansas City, Missouri	$525M	+$7.6M	4	0.53%	Increased
25	Principal Financial Group Des Moines, Iowa	$501M	-$11M	11	0.47%	Reduced