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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	$7.49B	+$26.2M	12	0.26%	Increased
2	T. Rowe Price Associates Baltimore, Maryland	$7.04B	-$93.1M	9	0.91%	Reduced
3	BlackRock New York	$5.75B	-$120M	12	0.22%	Reduced
4	State Street Boston, Massachusetts	$3.37B	+$29.9M	12	0.23%	Increased
5	Franklin Resources San Mateo, California	$1.87B	-$21.1M	6	0.98%	Reduced
6	Fidelity Investments Boston, Massachusetts	$1.25B	-$208M	11	0.14%	Reduced
7	Geode Capital Management Boston, Massachusetts	$1.19B	+$27.1M	12	0.25%	Increased
8	AllianceBernstein Nashville, Tennessee	$1.18B	+$197M	11	0.67%	Increased
9	Northern Trust Chicago, Illinois	$926M	+$1.55M	12	0.21%	Increased
10	Invesco Atlanta, Georgia	$915M	-$361K	12	0.28%	Reduced
11	Impax Asset Management Group London, United Kingdom	$873M	+$26.4M	5	9.74%	Increased
12	Nuveen Charlotte, North Carolina	$863M	-$22M	12	0.33%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$842M	-$7.65M	12	0.31%	Reduced
14	Wells Fargo San Francisco, California	$825M	-$37.1M	12	0.22%	Reduced
15	Norges Bank Oslo, Norway	$795M	+$249K	7	0.22%	Increased
16	Massachusetts Financial Services Boston, Massachusetts	$771M	+$48.8M	2	0.29%	Increased
17	Bank of New York Mellon New York	$762M	+$18.1M	12	0.2%	Increased
18	Primecap Management Pasadena, California	$695M	-$8.4M	1	0.5%	Reduced
19	Pictet Asset Management (UK) London, United Kingdom	$632M	+$49M	5	1.12%	Increased
20	Brown Advisory Baltimore, Maryland	$589M	+$14.4M	5	1.49%	Increased
21	Principal Financial Group Des Moines, Iowa	$585M	+$50.4M	10	0.49%	Increased
22	AKRE Capital Management Middleburg, Virginia	$555M	-$24.2K	1	5.09%	Reduced
23	Parnassus Investments San Francisco, California	$532M	+$16.8M	1	1.79%	Increased
24	Select Equity Group New York	$527M	+$26.9M	1	3.33%	Increased
25	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$521M	$0	1	57.04%	Maintained