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
| $12B | +$15.4M | 12 | 0.3% | Increased |
|
| 2 |
BlackRock
New York
| $11.3B | -$49.4M | 12 | 0.33% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $5B | -$30.2M | 12 | 0.28% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $4.01B | -$41.5M | 11 | 0.59% | Reduced |
|
| 5 |
Morgan Stanley
New York
| $2.61B | +$73.3M | 12 | 0.27% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $2.37B | +$117M | 12 | 0.28% | Increased |
|
| 7 |
Franklin Resources
San Mateo,
California
| $1.81B | +$69.4M | 9 | 0.92% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $1.56B | +$167M | 11 | 0.42% | Increased |
|
| 9 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| $1.55B | -$229M | 3 | 1.09% | Reduced |
|
| 10 |
AllianceBernstein
Nashville,
Tennessee
| $1.42B | -$275M | 10 | 0.6% | Reduced |
|
| 11 |
Pictet Asset Management
Carouge,
Switzerland
| $1.39B | +$1.5B | 9 | 1.71% | New |
|
| 12 |
Principal Financial Group
Des Moines,
Iowa
| $1.38B | +$6.56M | 9 | 0.99% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $1.23B | +$39.2M | 12 | 0.24% | Increased |
|
| 14 |
Fidelity Investments
Boston,
Massachusetts
| $1.15B | -$17.4M | 12 | 0.1% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $1.13B | -$13.8M | 11 | 0.25% | Reduced |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $1.02B | -$22.2M | 11 | 0.33% | Reduced |
|
| 17 |
Norges Bank
Oslo,
Norway
| $991M | -$20.3M | 7 | 0.2% | Reduced |
|
| 18 |
Amundi
Paris,
France
| $964M | +$75.3M | 9 | 0.47% | Increased |
|
| 19 |
Capital World Investors
Los Angeles,
California
| $946M | +$85.2M | 2 | 0.19% | Increased |
|
| 20 |
UBS AM
Chicago,
Illinois
| $924M | +$194M | 10 | 0.41% | Increased |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $907M | +$44.8M | 11 | 0.32% | Increased |
|
| 22 |
Impax Asset Management Group
London,
United Kingdom
| $885M | -$94M | 5 | 3.95% | Reduced |
|
| 23 |
Aristotle Capital Management
Los Angeles,
California
| $857M | -$11.9M | 2 | 1.84% | Reduced |
|
| 24 |
Primecap Management
Pasadena,
California
| $850M | -$16.8M | 1 | 0.72% | Reduced |
|
| 25 |
American Century Companies
Kansas City,
Missouri
| $817M | +$4.19M | 10 | 0.63% | Increased |
|