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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	$9.18B	+$37.3M	12	0.25%	Increased
2	BlackRock New York	$8.25B	+$295M	12	0.24%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$6.41B	+$92.5M	10	0.64%	Increased
4	State Street Boston, Massachusetts	$4.31B	+$69.3M	12	0.25%	Increased
5	Franklin Resources San Mateo, California	$1.72B	-$74.1M	8	0.7%	Reduced
6	Geode Capital Management Boston, Massachusetts	$1.54B	+$43.9M	12	0.23%	Increased
7	Morgan Stanley New York	$1.49B	+$471M	12	0.22%	Increased
8	Impax Asset Management Group London, United Kingdom	$1.34B	-$97.9M	5	6.88%	Reduced
9	AllianceBernstein Nashville, Tennessee	$1.34B	-$101M	12	0.59%	Reduced
10	Invesco Atlanta, Georgia	$1.2B	-$692K	12	0.32%	Reduced
11	Fidelity Investments Boston, Massachusetts	$1.16B	-$430M	10	0.1%	Reduced
12	Northern Trust Chicago, Illinois	$1.09B	-$20.2M	12	0.2%	Reduced
13	Dimensional Fund Advisors Austin, Texas	$1.08B	-$38.2M	12	0.36%	Reduced
14	Capital World Investors Los Angeles, California	$1.06B	-$194M	2	0.2%	Reduced
15	Aristotle Capital Management Los Angeles, California	$1.05B	+$91.3M	2	2.15%	Increased
16	Select Equity Group New York	$1.01B	-$29.5M	2	3.67%	Reduced
17	Primecap Management Pasadena, California	$916M	+$4.28M	1	0.64%	Increased
18	Nuveen Charlotte, North Carolina	$896M	-$2.22M	12	0.29%	Reduced
19	Bank of New York Mellon New York	$871M	+$27.4M	12	0.18%	Increased
20	Pictet Asset Management (UK) London, United Kingdom	$864M	-$13.3M	7	1.04%	Reduced
21	Principal Financial Group Des Moines, Iowa	$859M	+$10.3M	11	0.6%	Increased
22	Wells Fargo San Francisco, California	$854M	-$137M	12	0.19%	Reduced
23	Norges Bank Oslo, Norway	$827M	-$37.9M	8	0.19%	Reduced
24	LSGA Lone Star Global Acquisitions Hamilton, Bermuda	$812M	$0	1	100%	Maintained
25	Parnassus Investments San Francisco, California	$798M	-$28.9M	2	1.94%	Reduced