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
| $13.7B | +$99.1M | 12 | 0.3% | Increased |
|
| 2 |
BlackRock
New York
| $12.9B | +$57M | 13 | 0.33% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $5.76B | +$173M | 12 | 0.28% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.67B | -$794M | 11 | 0.49% | Reduced |
|
| 5 |
Morgan Stanley
New York
| $3.02B | +$35.4M | 12 | 0.27% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $2.74B | +$66.4M | 12 | 0.29% | Increased |
|
| 7 |
Franklin Resources
San Mateo,
California
| $2.07B | +$18.2M | 10 | 0.97% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $1.88B | +$105M | 11 | 0.45% | Increased |
|
| 9 |
Pictet Asset Management
Carouge,
Switzerland
| $1.75B | +$72.7M | 9 | 1.93% | Increased |
|
| 10 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| $1.63B | -$108M | 3 | 1.06% | Reduced |
|
| 11 |
AllianceBernstein
Nashville,
Tennessee
| $1.58B | -$11.2M | 10 | 0.61% | Reduced |
|
| 12 |
Principal Financial Group
Des Moines,
Iowa
| $1.54B | -$6.81M | 9 | 0.98% | Reduced |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $1.35B | -$37.6M | 12 | 0.24% | Reduced |
|
| 14 |
Fidelity Investments
Boston,
Massachusetts
| $1.28B | -$9.78M | 12 | 0.1% | Reduced |
|
| 15 |
Bank of New York Mellon
New York
| $1.26B | -$17.4M | 11 | 0.26% | Reduced |
|
| 16 |
Norges Bank
Oslo,
Norway
| $1.2B | +$60.5M | 7 | 0.21% | Increased |
|
| 17 |
Dimensional Fund Advisors
Austin,
Texas
| $1.16B | +$25.6M | 11 | 0.34% | Increased |
|
| 18 |
Amundi
Paris,
France
| $1.14B | +$979K | 9 | 0.51% | Increased |
|
| 19 |
UBS AM
Chicago,
Illinois
| $1.1B | +$25.4M | 10 | 0.43% | Increased |
|
| 20 |
Aristotle Capital Management
Los Angeles,
California
| $1.03B | -$44.2M | 2 | 2.01% | Reduced |
|
| 21 |
Nuveen
Charlotte,
North Carolina
| $1.02B | +$460K | 11 | 0.33% | Increased |
|
| 22 |
Capital World Investors
Los Angeles,
California
| $1.01B | +$92.3M | 2 | 0.18% | Increased |
|
| 23 |
Impax Asset Management Group
London,
United Kingdom
| $985M | -$56.9M | 5 | 3.96% | Reduced |
|
| 24 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $971M | +$49.3M | 12 | 0.23% | Increased |
|
| 25 |
Victory Capital Management
San Antonio,
Texas
| $884M | +$13.8M | 10 | 0.93% | Increased |
|