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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	$7.22B	-$241M	12	0.26%	Reduced
2	BlackRock New York	$5.9B	+$179M	12	0.24%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$5.66B	-$1.07B	10	0.71%	Reduced
4	State Street Boston, Massachusetts	$3.31B	-$10.4M	12	0.24%	Reduced
5	Franklin Resources San Mateo, California	$1.96B	+$21.5M	6	1.01%	Increased
6	Fidelity Investments Boston, Massachusetts	$1.44B	+$71M	11	0.16%	Increased
7	AllianceBernstein Nashville, Tennessee	$1.2B	+$52.5M	12	0.7%	Increased
8	Geode Capital Management Boston, Massachusetts	$1.19B	-$1.92M	12	0.25%	Reduced
9	Invesco Atlanta, Georgia	$916M	-$97M	12	0.33%	Reduced
10	Northern Trust Chicago, Illinois	$889M	-$15.6M	12	0.21%	Reduced
11	Impax Asset Management Group London, United Kingdom	$864M	+$71.3M	5	8.87%	Increased
12	Morgan Stanley New York	$841M	+$409M	12	0.19%	Increased
13	Bank of New York Mellon New York	$832M	+$96.8M	12	0.22%	Increased
14	Dimensional Fund Advisors Austin, Texas	$778M	+$10.4M	12	0.34%	Increased
15	Massachusetts Financial Services Boston, Massachusetts	$765M	-$24.6M	1	0.3%	Reduced
16	Principal Financial Group Des Moines, Iowa	$753M	+$45M	9	0.66%	Increased
17	Wells Fargo San Francisco, California	$729M	-$25.5M	12	0.21%	Reduced
18	Nuveen Charlotte, North Carolina	$725M	-$129M	12	0.29%	Reduced
19	Norges Bank Oslo, Norway	$705M	-$28.5M	7	0.2%	Reduced
20	AKRE Capital Management Middleburg, Virginia	$674M	+$10.6M	1	5.07%	Increased
21	Primecap Management Pasadena, California	$620M	-$28.5M	1	0.53%	Reduced
22	Brown Advisory Baltimore, Maryland	$614M	-$1.83M	5	1.43%	Reduced
23	Pictet Asset Management (UK) London, United Kingdom	$606M	+$7.24M	4	1.04%	Increased
24	Aristotle Capital Management Los Angeles, California	$571M	+$30.8M	2	1.92%	Increased
25	Parnassus Investments San Francisco, California	$569M	+$17.1M	2	1.97%	Increased