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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	$10.2B	+$40.1M	12	0.25%	Increased
2	BlackRock New York	$8.6B	-$165M	12	0.24%	Reduced
3	T. Rowe Price Associates Baltimore, Maryland	$5.91B	-$841M	10	0.56%	Reduced
4	State Street Boston, Massachusetts	$4.63B	-$42.2M	12	0.24%	Reduced
5	Franklin Resources San Mateo, California	$1.81B	-$87.7M	8	0.68%	Reduced
6	Geode Capital Management Boston, Massachusetts	$1.76B	+$69M	12	0.24%	Increased
7	AllianceBernstein Nashville, Tennessee	$1.66B	+$213M	11	0.66%	Increased
8	Fidelity Investments Boston, Massachusetts	$1.65B	+$218M	11	0.13%	Increased
9	Morgan Stanley New York	$1.54B	-$221M	12	0.21%	Reduced
10	Invesco Atlanta, Georgia	$1.35B	-$13M	12	0.34%	Reduced
11	Impax Asset Management Group London, United Kingdom	$1.35B	-$91.7M	5	5.53%	Reduced
12	Aristotle Capital Management Los Angeles, California	$1.25B	-$6.38M	2	2.37%	Reduced
13	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.22B	+$1.29B	8	1.35%	New
14	Northern Trust Chicago, Illinois	$1.15B	+$6.41M	12	0.2%	Increased
15	Dimensional Fund Advisors Austin, Texas	$1.1B	-$15.6M	12	0.35%	Reduced
16	Principal Financial Group Des Moines, Iowa	$1.05B	+$43.2M	10	0.69%	Increased
17	Select Equity Group New York	$1.01B	-$8.65M	2	3.4%	Reduced
18	Bank of America Charlotte, North Carolina	$1.01B	+$116M	12	0.1%	Increased
19	Parnassus Investments San Francisco, California	$998M	+$6.01M	2	2.1%	Increased
20	Bank of New York Mellon New York	$970M	+$26M	12	0.19%	Increased
21	Nuveen Charlotte, North Carolina	$939M	-$137M	12	0.29%	Reduced
22	Primecap Management Pasadena, California	$914M	-$8.11M	1	0.65%	Reduced
23	Wells Fargo San Francisco, California	$903M	+$7.08M	12	0.2%	Increased
24	Capital World Investors Los Angeles, California	$887M	-$181M	1	0.15%	Reduced
25	Norges Bank Oslo, Norway	$847M	-$41M	9	0.19%	Reduced