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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	$10.3B	+$146M	11	0.28%	Increased
2	BlackRock New York	$8.78B	+$438M	11	0.27%	Increased
3	State Street Boston, Massachusetts	$4.32B	+$6.72M	12	0.25%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$3.72B	+$203M	11	0.6%	Increased
5	Morgan Stanley New York	$2.24B	+$358M	11	0.25%	Increased
6	Geode Capital Management Boston, Massachusetts	$1.84B	+$44M	12	0.26%	Increased
7	Invesco Atlanta, Georgia	$1.59B	+$93.7M	11	0.47%	Increased
8	Franklin Resources San Mateo, California	$1.55B	-$9.57M	6	0.8%	Reduced
9	T. Rowe Price Investment Management Baltimore, Maryland	$1.52B	-$452M	3	1.17%	Reduced
10	AllianceBernstein Nashville, Tennessee	$1.3B	-$57.3M	10	0.58%	Reduced
11	Principal Financial Group Des Moines, Iowa	$1.23B	-$4.54M	9	0.92%	Reduced
12	Fidelity Investments Boston, Massachusetts	$1.2B	-$18.8M	11	0.12%	Reduced
13	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.12B	+$78.5M	9	1.62%	Increased
14	Aristotle Capital Management Los Angeles, California	$1.12B	-$65.7M	2	2.37%	Reduced
15	Northern Trust Chicago, Illinois	$1.09B	+$26.9M	11	0.23%	Increased
16	Capital World Investors Los Angeles, California	$927M	+$12.7M	1	0.2%	Increased
17	Bank of New York Mellon New York	$878M	+$20.5M	11	0.2%	Increased
18	Norges Bank Oslo, Norway	$853M	+$30.8M	7	0.21%	Increased
19	Bank of America Charlotte, North Carolina	$820M	-$53.9M	11	0.09%	Reduced
20	American Century Companies Kansas City, Missouri	$751M	+$38.6M	9	0.61%	Increased
21	Victory Capital Management San Antonio, Texas	$739M	-$60M	11	0.85%	Reduced
22	Primecap Management Pasadena, California	$733M	-$23.3M	1	0.67%	Reduced
23	Royal Bank of Canada Toronto, Ontario, Canada	$732M	-$46.1M	11	0.21%	Reduced
24	Amundi Paris, France	$729M	+$4.4M	9	0.4%	Increased
25	Durable Capital Partners Bethesda, Maryland	$728M	+$26.3M	1	7.57%	Increased