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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	$9.13B	+$310M	11	0.26%	Increased
2	BlackRock New York	$7.34B	+$249M	11	0.24%	Increased
3	T. Rowe Price Associates Baltimore, Maryland	$4.91B	-$58.7M	10	0.62%	Reduced
4	State Street Boston, Massachusetts	$3.9B	-$26.6M	11	0.23%	Reduced
5	Morgan Stanley New York	$1.65B	+$354M	11	0.21%	Increased
6	Geode Capital Management Boston, Massachusetts	$1.59B	-$45.8M	12	0.23%	Reduced
7	Franklin Resources San Mateo, California	$1.42B	-$66M	8	0.71%	Reduced
8	Invesco Atlanta, Georgia	$1.41B	+$192M	11	0.43%	Increased
9	AllianceBernstein Nashville, Tennessee	$1.35B	-$73.7M	10	0.62%	Reduced
10	Fidelity Investments Boston, Massachusetts	$1.15B	-$328M	11	0.11%	Reduced
11	Principal Financial Group Des Moines, Iowa	$1.08B	+$60.9M	9	0.8%	Increased
12	Capital World Investors Los Angeles, California	$983M	+$51.8M	1	0.21%	Increased
13	Northern Trust Chicago, Illinois	$962M	+$6.82M	11	0.21%	Increased
14	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$931M	+$31.4M	7	1.3%	Increased
15	Dimensional Fund Advisors Austin, Texas	$920M	-$20.5M	11	0.33%	Reduced
16	Select Equity Group New York	$848M	-$96.6M	3	2.72%	Reduced
17	Aristotle Capital Management Los Angeles, California	$846M	-$1.46M	2	1.78%	Reduced
18	Primecap Management Pasadena, California	$807M	-$32.1M	1	0.72%	Reduced
19	Norges Bank Oslo, Norway	$783M	+$143M	7	0.2%	Increased
20	Bank of America Charlotte, North Carolina	$780M	+$69.9M	11	0.09%	Increased
21	Bank of New York Mellon New York	$755M	+$11.9M	11	0.17%	Increased
22	American Century Companies Kansas City, Missouri	$753M	+$259M	9	0.62%	Increased
23	Nuveen Charlotte, North Carolina	$689M	-$43.6M	11	0.27%	Reduced
24	Victory Capital Management San Antonio, Texas	$678M	-$71.9M	11	0.77%	Reduced
25	Royal Bank of Canada Toronto, Ontario, Canada	$676M	+$47.5M	11	0.2%	Increased