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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
Vanguard Group
Pennsylvania
$9.01B +$97.5M 11 0.27% Increased
2
BlackRock
BlackRock
New York
$7.29B +$34.6M 11 0.25% Increased
3
State Street
State Street
Massachusetts
$3.75B +$4.78M 12 0.24% Increased
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.93B -$1.76B 11 0.48% Reduced
5
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$1.67B +$1.88B 3 1.33% New
6
Morgan Stanley
Morgan Stanley
New York
$1.6B +$56.4M 11 0.22% Increased
7
Geode Capital Management
Geode Capital Management
Massachusetts
$1.58B +$40.9M 12 0.24% Increased
8
Invesco
Invesco
Georgia
$1.36B -$69.6M 11 0.44% Reduced
9
Franklin Resources
Franklin Resources
California
$1.29B -$22.9M 8 0.7% Reduced
10
AllianceBernstein
AllianceBernstein
Tennessee
$1.13B -$152M 10 0.55% Reduced
11
Principal Financial Group
Principal Financial Group
Iowa
$1.03B +$42.9M 9 0.82% Increased
12
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B -$69.8M 11 0.11% Reduced
13
Aristotle Capital Management
Aristotle Capital Management
California
$937M -$9.03M 2 2.07% Reduced
14
Northern Trust
Northern Trust
Illinois
$924M -$3.79M 11 0.21% Reduced
15
Pictet Asset Management (Switzerland)
Pictet Asset Management (Switzerland)
Switzerland
$916M -$79.5M 7 1.36% Reduced
16
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$873M -$22.7M 11 0.34% Reduced
17
Capital World Investors
Capital World Investors
California
$826M -$14.5M 1 0.19% Reduced
18
Bank of America
Bank of America
North Carolina
$759M -$19.2M 11 0.09% Reduced
19
Bank of New York Mellon
Bank of New York Mellon
New York
$750M +$23.4M 11 0.18% Increased
20
Capital International Investors
Capital International Investors
California
$745M +$86.8M 2 0.22% Increased
21
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$735M -$45.7M 5 3.78% Reduced
22
Norges Bank
Norges Bank
Norway
$717M -$64.3M 7 0.19% Reduced
23
Primecap Management
Primecap Management
California
$684M -$5.94M 1 0.66% Reduced
24
American Century Companies
American Century Companies
Missouri
$683M -$5.26M 9 0.6% Reduced
25
Victory Capital Management
Victory Capital Management
Texas
$674M +$9.18M 11 0.79% Increased