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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
Vanguard Group
Pennsylvania
$6.47B +$201M 12 0.28% Increased
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.57B -$551M 10 0.88% Reduced
3
BlackRock
BlackRock
New York
$4.94B +$111M 12 0.24% Increased
4
State Street
State Street
Massachusetts
$2.88B -$5.01M 12 0.25% Reduced
5
Franklin Resources
Franklin Resources
California
$1.45B -$194M 6 0.97% Reduced
6
Fidelity Investments
Fidelity Investments
Massachusetts
$1.13B +$113M 12 0.16% Increased
7
Geode Capital Management
Geode Capital Management
Massachusetts
$1.02B +$13.7M 12 0.27% Increased
8
AllianceBernstein
AllianceBernstein
Tennessee
$968M +$12.1M 11 0.69% Increased
9
Invesco
Invesco
Georgia
$847M +$84.7M 12 0.36% Increased
10
Northern Trust
Northern Trust
Illinois
$786M +$2.77M 12 0.23% Increased
11
Nuveen
Nuveen
North Carolina
$706M -$41.4M 12 0.34% Reduced
12
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$686M -$6.86M 5 9.13% Reduced
13
Wells Fargo
Wells Fargo
California
$671M -$27.5M 12 0.23% Reduced
14
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$660M +$5.14M 12 0.34% Increased
15
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$638M -$44.9M 2 0.3% Reduced
16
Bank of New York Mellon
Bank of New York Mellon
New York
$627M -$25.5M 12 0.21% Reduced
17
Norges Bank
Norges Bank
Norway
$626M -$33M 7 0.22% Reduced
18
Primecap Management
Primecap Management
California
$607M -$7.07M 1 0.6% Reduced
19
Principal Financial Group
Principal Financial Group
Iowa
$573M +$72.6M 10 0.63% Increased
20
Select Equity Group
Select Equity Group
New York
$543M +$88.8M 1 3.74% Increased
21
Aristotle Capital Management
Aristotle Capital Management
California
$542M +$654M 2 2.29% Increased
22
AKRE Capital Management
AKRE Capital Management
Virginia
$532M +$48.9M 1 5.17% Increased
23
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$527M -$2.06M 5 1.13% Reduced
24
Parnassus Investments
Parnassus Investments
California
$526M +$96.9M 2 2.19% Increased
25
Brown Advisory
Brown Advisory
Maryland
$496M -$17.1M 5 1.52% Reduced