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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	$10.6B	+$81.8M	11	0.27%	Increased
2	BlackRock New York	$9.58B	+$553M	11	0.28%	Increased
3	State Street Boston, Massachusetts	$4.54B	+$147M	12	0.26%	Increased
4	T. Rowe Price Associates Baltimore, Maryland	$3.99B	+$194M	11	0.6%	Increased
5	Morgan Stanley New York	$2.3B	+$28.9M	11	0.25%	Increased
6	Geode Capital Management Boston, Massachusetts	$1.96B	+$84.5M	11	0.25%	Increased
7	T. Rowe Price Investment Management Baltimore, Maryland	$1.72B	+$145M	3	1.23%	Increased
8	Franklin Resources San Mateo, California	$1.58B	+$7.09M	7	0.79%	Increased
9	AllianceBernstein Nashville, Tennessee	$1.51B	+$189M	10	0.65%	Increased
10	Invesco Atlanta, Georgia	$1.5B	-$117M	11	0.42%	Reduced
11	Principal Financial Group Des Moines, Iowa	$1.28B	+$27M	9	0.92%	Increased
12	Pictet Asset Management (Switzerland) Geneva 73, Switzerland	$1.17B	+$68.9M	9	1.46%	Increased
13	Northern Trust Chicago, Illinois	$1.13B	+$10.8M	11	0.22%	Increased
14	Aristotle Capital Management Los Angeles, California	$1.03B	-$27.9M	2	2.16%	Reduced
15	Fidelity Investments Boston, Massachusetts	$1.03B	-$213M	11	0.09%	Reduced
16	Bank of New York Mellon New York	$1.02B	+$118M	11	0.22%	Increased
17	Dimensional Fund Advisors Austin, Texas	$954M	+$943M	11	0.32%	New
18	Impax Asset Management Group London, United Kingdom	$848M	+$70.9M	5	3.54%	Increased
19	Bank of America Charlotte, North Carolina	$825M	-$1.03M	11	0.08%	Reduced
20	Victory Capital Management San Antonio, Texas	$778M	+$3.08M	11	0.87%	Increased
21	Norges Bank Oslo, Norway	$775M	-$97.4M	7	0.17%	Reduced
22	Primecap Management Pasadena, California	$747M	+$30.3M	1	0.65%	Increased
23	Amundi Paris, France	$744M	+$52.4M	9	0.4%	Increased
24	Durable Capital Partners Bethesda, Maryland	$742M	$0	1	6.97%	Maintained
25	Royal Bank of Canada Toronto, Ontario, Canada	$741M	+$12.7M	12	0.21%	Increased