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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	$7.38B	-$375M	12	0.27%	Reduced
2	T. Rowe Price Associates Baltimore, Maryland	$7.16B	+$388M	9	1.01%	Increased
3	BlackRock New York	$5.76B	+$275M	12	0.24%	Increased
4	State Street Boston, Massachusetts	$3.34B	-$9.5M	12	0.25%	Reduced
5	Franklin Resources San Mateo, California	$1.89B	+$5.96M	6	1.03%	Increased
6	Fidelity Investments Boston, Massachusetts	$1.45B	-$256M	11	0.17%	Reduced
7	Geode Capital Management Boston, Massachusetts	$1.15B	+$144M	12	0.27%	Increased
8	AllianceBernstein Nashville, Tennessee	$967M	-$63.2M	11	0.6%	Reduced
9	Northern Trust Chicago, Illinois	$915M	+$6.32M	12	0.22%	Increased
10	Invesco Atlanta, Georgia	$898M	+$17.2M	12	0.24%	Increased
11	Nuveen Charlotte, North Carolina	$881M	-$11M	12	0.36%	Reduced
12	Wells Fargo San Francisco, California	$841M	+$25M	12	0.24%	Increased
13	Dimensional Fund Advisors Austin, Texas	$798M	-$7.84M	12	0.31%	Reduced
14	Impax Asset Management Group London, United Kingdom	$778M	-$6.97M	5	10.14%	Reduced
15	Norges Bank Oslo, Norway	$776M	+$1.65M	7	0.24%	Increased
16	Bank of New York Mellon New York	$731M	+$48.8M	12	0.2%	Increased
17	Massachusetts Financial Services Boston, Massachusetts	$725M	+$20.2M	2	0.29%	Increased
18	Primecap Management Pasadena, California	$717M	-$24.4M	1	0.57%	Reduced
19	Pictet Asset Management (UK) London, United Kingdom	$577M	+$35.4M	5	1.21%	Increased
20	Brown Advisory Baltimore, Maryland	$575M	+$3.54M	5	1.61%	Increased
21	AKRE Capital Management Middleburg, Virginia	$559M	-$40.7K	1	5.51%	Reduced
22	Ruane, Cunniff & Goldfarb New York	$533M	-$4.65M	1	6.99%	Reduced
23	Principal Financial Group Des Moines, Iowa	$529M	+$15.9M	10	0.47%	Increased
24	JP Morgan Chase New York	$527M	-$42.2M	12	0.1%	Reduced
25	Parnassus Investments San Francisco, California	$520M	+$9.9M	1	1.89%	Increased