← 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	$7.68B	-$215M	12	0.25%	Reduced
2	BlackRock New York	$6.49B	+$3.44M	12	0.24%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$5.43B	-$452M	9	0.63%	Reduced
4	State Street Boston, Massachusetts	$3.6B	+$2.41M	12	0.25%	Increased
5	Franklin Resources San Mateo, California	$1.7B	-$169M	8	0.82%	Reduced
6	Fidelity Investments Boston, Massachusetts	$1.42B	-$103M	11	0.14%	Reduced
7	Geode Capital Management Boston, Massachusetts	$1.29B	-$5.9M	12	0.25%	Reduced
8	AllianceBernstein Nashville, Tennessee	$1.28B	-$25.6M	11	0.69%	Reduced
9	Invesco Atlanta, Georgia	$1.06B	+$54.9M	12	0.36%	Increased
10	Impax Asset Management Group London, United Kingdom	$1.04B	+$1.98M	5	9.1%	Increased
11	Northern Trust Chicago, Illinois	$960M	-$6.94M	12	0.21%	Reduced
12	Morgan Stanley New York	$891M	+$18.1M	12	0.17%	Increased
13	Capital World Investors Los Angeles, California	$853M	+$399M	2	0.19%	Increased
14	Dimensional Fund Advisors Austin, Texas	$845M	-$11.6M	12	0.36%	Reduced
15	Bank of New York Mellon New York	$809M	-$91.9M	12	0.2%	Reduced
16	Principal Financial Group Des Moines, Iowa	$763M	-$14M	7	0.64%	Reduced
17	AKRE Capital Management Middleburg, Virginia	$756M	+$74.4M	1	5.33%	Increased
18	Wells Fargo San Francisco, California	$756M	-$53.3M	12	0.21%	Reduced
19	Aristotle Capital Management Los Angeles, California	$742M	+$3.09M	2	2.24%	Increased
20	Norges Bank Oslo, Norway	$728M	-$56.9M	7	0.19%	Reduced
21	Nuveen Charlotte, North Carolina	$726M	-$38.1M	12	0.28%	Reduced
22	Parnassus Investments San Francisco, California	$705M	+$9.5M	2	2.19%	Increased
23	Pictet Asset Management (UK) London, United Kingdom	$705M	-$15.9M	6	1.1%	Reduced
24	Massachusetts Financial Services Boston, Massachusetts	$686M	-$97.1M	1	0.25%	Reduced
25	Select Equity Group New York	$684M	+$54.1M	3	3.36%	Increased