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
| $10.3B | +$77.1M | 12 | 0.26% | Increased |
|
| 2 |
BlackRock
New York
| $8.87B | -$300M | 12 | 0.25% | Reduced |
|
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
| $7.01B | -$302M | 10 | 0.65% | Reduced |
|
| 4 |
State Street
Boston,
Massachusetts
| $4.74B | -$39.6M | 12 | 0.25% | Reduced |
|
| 5 |
Franklin Resources
San Mateo,
California
| $1.98B | -$7.17M | 7 | 0.76% | Reduced |
|
| 6 |
Morgan Stanley
New York
| $1.82B | +$109M | 12 | 0.24% | Increased |
|
| 7 |
Geode Capital Management
Boston,
Massachusetts
| $1.72B | +$14.4M | 12 | 0.24% | Increased |
|
| 8 |
Fidelity Investments
Boston,
Massachusetts
| $1.51B | +$179M | 11 | 0.12% | Increased |
|
| 9 |
AllianceBernstein
Nashville,
Tennessee
| $1.5B | -$2.75M | 11 | 0.6% | Reduced |
|
| 10 |
Impax Asset Management Group
London,
United Kingdom
| $1.42B | -$67.8M | 5 | 6.27% | Reduced |
|
| 11 |
Invesco
Atlanta,
Georgia
| $1.4B | +$49.1M | 12 | 0.34% | Increased |
|
| 12 |
Aristotle Capital Management
Los Angeles,
California
| $1.22B | +$22.2M | 2 | 2.34% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $1.16B | -$49.8M | 12 | 0.2% | Reduced |
|
| 14 |
Dimensional Fund Advisors
Austin,
Texas
| $1.11B | -$29.3M | 12 | 0.35% | Reduced |
|
| 15 |
Pictet Asset Management (UK)
London,
United Kingdom
| $1.1B | +$109M | 7 | 1.2% | Increased |
|
| 16 |
Nuveen
Charlotte,
North Carolina
| $1.1B | +$81.7M | 12 | 0.33% | Increased |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $1.07B | -$14.6M | 2 | 0.18% | Reduced |
|
| 18 |
Principal Financial Group
Des Moines,
Iowa
| $1.06B | +$65.3M | 11 | 0.69% | Increased |
|
| 19 |
Select Equity Group
New York
| $1.05B | -$23.3M | 2 | 3.61% | Reduced |
|
| 20 |
Parnassus Investments
San Francisco,
California
| $980M | +$61.8M | 2 | 2.13% | Increased |
|
| 21 |
Bank of New York Mellon
New York
| $961M | -$9.7M | 12 | 0.19% | Reduced |
|
| 22 |
Primecap Management
Pasadena,
California
| $928M | -$17.3M | 1 | 0.62% | Reduced |
|
| 23 |
Norges Bank
Oslo,
Norway
| $906M | -$31M | 9 | 0.2% | Reduced |
|
| 24 |
Bank of America
Charlotte,
North Carolina
| $904M | +$31.7M | 12 | 0.09% | Increased |
|
| 25 |
Wells Fargo
San Francisco,
California
| $901M | -$6.59M | 12 | 0.2% | Reduced |
|