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
| $15.1B | +$134M | 12 | 0.3% | Increased |
|
| 2 |
BlackRock
New York
| $14.1B | +$54.8M | 13 | 0.33% | Increased |
|
| 3 |
State Street
Boston,
Massachusetts
| $6.31B | +$9.92M | 12 | 0.28% | Increased |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.53B | -$252M | 11 | 0.43% | Reduced |
|
| 5 |
Morgan Stanley
New York
| $3.24B | +$16.2M | 13 | 0.26% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $3.13B | +$137M | 13 | 0.29% | Increased |
|
| 7 |
Franklin Resources
San Mateo,
California
| $2.35B | +$179M | 10 | 0.74% | Increased |
|
| 8 |
Invesco
Atlanta,
Georgia
| $2.07B | +$3.48M | 11 | 0.44% | Increased |
|
| 9 |
Pictet Asset Management
Carouge,
Switzerland
| $1.92B | -$17M | 9 | 2.09% | Reduced |
|
| 10 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| $1.87B | +$180M | 3 | 1.14% | Increased |
|
| 11 |
Principal Financial Group
Des Moines,
Iowa
| $1.64B | +$35.9M | 9 | 0.96% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $1.41B | +$121M | 7 | 0.22% | Increased |
|
| 13 |
Northern Trust
Chicago,
Illinois
| $1.39B | -$71.4M | 12 | 0.24% | Reduced |
|
| 14 |
Bank of New York Mellon
New York
| $1.36B | +$8.06M | 11 | 0.26% | Increased |
|
| 15 |
Fidelity Investments
Boston,
Massachusetts
| $1.35B | -$11.1M | 12 | 0.09% | Reduced |
|
| 16 |
Dimensional Fund Advisors
Austin,
Texas
| $1.28B | -$405K | 11 | 0.35% | Reduced |
|
| 17 |
UBS AM
Chicago,
Illinois
| $1.21B | +$3.09M | 10 | 0.43% | Increased |
|
| 18 |
Amundi
Paris,
France
| $1.12B | -$138M | 9 | 0.48% | Reduced |
|
| 19 |
Aristotle Capital Management
Los Angeles,
California
| $1.11B | -$43.1M | 2 | 2.07% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $1.1B | +$11.1M | 11 | 0.32% | Increased |
|
| 21 |
Bank of America
Charlotte,
North Carolina
| $1.09B | +$129M | 13 | 0.1% | Increased |
|
| 22 |
Capital World Investors
Los Angeles,
California
| $1.05B | -$125M | 2 | 0.17% | Reduced |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.04B | -$23M | 12 | 0.24% | Reduced |
|
| 24 |
Impax Asset Management Group
London,
United Kingdom
| $1.02B | -$103M | 5 | 3.91% | Reduced |
|
| 25 |
American Century Companies
Kansas City,
Missouri
| $968M | +$56M | 12 | 0.61% | Increased |
|