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
| $8.83B | -$79.6M | 12 | 0.26% | Reduced |
|
| 2 |
BlackRock
New York
| $7.71B | +$129M | 12 | 0.25% | Increased |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $6.52B | +$465M | 9 | 0.67% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $4.11B | -$27.4M | 12 | 0.25% | Reduced |
|
| 5 |
Franklin Resources
San Mateo,
California
| $1.89B | +$23.2M | 8 | 0.8% | Increased |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $1.66B | +$59.9M | 11 | 0.15% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $1.44B | -$40.2M | 12 | 0.24% | Reduced |
|
| 8 |
AllianceBernstein
Nashville,
Tennessee
| $1.41B | -$66.9M | 12 | 0.66% | Reduced |
|
| 9 |
Impax Asset Management Group
London,
United Kingdom
| $1.32B | +$14M | 5 | 8.4% | Increased |
|
| 10 |
Invesco
Atlanta,
Georgia
| $1.15B | -$85.5M | 12 | 0.33% | Reduced |
|
| 11 |
Capital World Investors
Los Angeles,
California
| $1.09B | +$49.2M | 2 | 0.21% | Increased |
|
| 12 |
Northern Trust
Chicago,
Illinois
| $1.07B | -$35.2M | 12 | 0.21% | Reduced |
|
| 13 |
Morgan Stanley
New York
| $1.04B | +$42.5M | 12 | 0.16% | Increased |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $1.03B | -$1.7M | 12 | 0.37% | Reduced |
|
| 15 |
Aristotle Capital Management
Los Angeles,
California
| $925M | +$25.1M | 2 | 2.3% | Increased |
|
| 16 |
Wells Fargo
San Francisco,
California
| $910M | +$17.6M | 12 | 0.22% | Increased |
|
| 17 |
Nuveen
Charlotte,
North Carolina
| $904M | +$80.5M | 12 | 0.31% | Increased |
|
| 18 |
Principal Financial Group
Des Moines,
Iowa
| $891M | +$44.2M | 9 | 0.66% | Increased |
|
| 19 |
Select Equity Group
New York
| $873M | +$43.2M | 3 | 3.59% | Increased |
|
| 20 |
Norges Bank
Oslo,
Norway
| $860M | +$12.7M | 7 | 0.2% | Increased |
|
| 21 |
Pictet Asset Management (UK)
London,
United Kingdom
| $848M | +$9.13M | 8 | 1.11% | Increased |
|
| 22 |
AKRE Capital Management
Middleburg,
Virginia
| $825M | -$262K | 1 | 5.57% | Reduced |
|
| 23 |
Bank of New York Mellon
New York
| $823M | -$104M | 12 | 0.18% | Reduced |
|
| 24 |
Parnassus Investments
San Francisco,
California
| $818M | -$16.6M | 2 | 2.22% | Reduced |
|
| 25 |
Primecap Management
Pasadena,
California
| $768M | -$12.3M | 1 | 0.57% | Reduced |
|