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
| $15.3B | +$203M | 13 | 0.29% | Increased |
|
| 2 |
BlackRock
New York
| $14B | -$128M | 13 | 0.32% | Reduced |
|
| 3 |
State Street
Boston,
Massachusetts
| $6.27B | -$159K | 12 | 0.27% | Reduced |
|
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
| $3.55B | +$351K | 11 | 0.42% | Increased |
|
| 5 |
Morgan Stanley
New York
| $3.27B | +$8.96M | 12 | 0.25% | Increased |
|
| 6 |
Geode Capital Management
Boston,
Massachusetts
| $3.21B | +$84.1M | 13 | 0.28% | Increased |
|
| 7 |
Franklin Resources
San Mateo,
California
| $2.38B | +$4.97M | 9 | 0.73% | Increased |
|
| 8 |
T. Rowe Price Investment Management
Baltimore,
Maryland
| $2.05B | +$157M | 2 | 1.29% | Increased |
|
| 9 |
Invesco
Atlanta,
Georgia
| $2.03B | -$20.5M | 12 | 0.43% | Reduced |
|
| 10 |
Pictet Asset Management
Carouge,
Switzerland
| $1.95B | +$940K | 9 | 2.23% | Increased |
|
| 11 |
Principal Financial Group
Des Moines,
Iowa
| $1.7B | +$49M | 9 | 1.01% | Increased |
|
| 12 |
Norges Bank
Oslo,
Norway
| $1.49B | +$68.3M | 8 | 0.22% | Increased |
|
| 13 |
UBS AM
Chicago,
Illinois
| $1.47B | +$242M | 10 | 0.42% | Increased |
|
| 14 |
Northern Trust
Chicago,
Illinois
| $1.4B | +$9.42M | 12 | 0.24% | Increased |
|
| 15 |
Dimensional Fund Advisors
Austin,
Texas
| $1.32B | +$53.2M | 11 | 0.34% | Increased |
|
| 16 |
Bank of New York Mellon
New York
| $1.3B | -$56.3M | 12 | 0.25% | Reduced |
|
| 17 |
Capital World Investors
Los Angeles,
California
| $1.22B | +$235M | 3 | 0.2% | Increased |
|
| 18 |
Bank of America
Charlotte,
North Carolina
| $1.13B | +$45.1M | 13 | 0.1% | Increased |
|
| 19 |
Aristotle Capital Management
Los Angeles,
California
| $1.13B | -$41.2M | 2 | 2.18% | Reduced |
|
| 20 |
Nuveen
Charlotte,
North Carolina
| $1.11B | +$18.3M | 12 | 0.33% | Increased |
|
| 21 |
Fidelity Investments
Boston,
Massachusetts
| $1.09B | -$226M | 12 | 0.07% | Reduced |
|
| 22 |
Amundi
Paris,
France
| $1.07B | -$95.7M | 9 | 0.41% | Reduced |
|
| 23 |
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.06B | -$1.07M | 13 | 0.24% | Reduced |
|
| 24 |
American Century Companies
Kansas City,
Missouri
| $1.04B | +$72.2M | 11 | 0.64% | Increased |
|
| 25 |
Goldman Sachs
New York
| $989M | +$227M | 11 | 0.17% | Increased |
|