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H20 '24: Engineering/Consult
8 tickers · $239.60B total market cap
Group: H20
Engineering and consulting firms in the water space are positioned to benefit from global tailwinds in infrastructure overhauls, rising water quality standards, and the rising water needs of data centers and semiconductor fabs. Spring 2025 sees these firms capturing wallet share from both public and private sector projects, driven by mandates for PFAS remediation, ESG compliance, and ultra-pure water demands in industrial applications.
H20 '24: Engineering/Consult tracks 8 publicly listed stocks in this theme: ACM, ESE, J, PSN, STN, SU.PA, TTEK, VLTO. See the constituent table for details.
Thesis update: 2025-04-18
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Schneider Electric S.E.SU.PA | 02/26/2026 (AMC) | — | 1.32% | — | -8.70% | — | $166.90B | 12.5000 |
Veralto CorporationVLTO | 04/28/2026 (AMC) | 04/28/2026 (AMC) | -6.83% | 2.66% | -5.72% | -3.35% | $21.24B | 12.5000 |
Jacobs Solutions Inc.J | 05/05/2026 (BMO) | 05/05/2026 (BMO) | 4.71% | -3.15% | -8.78% | -10.84% | $13.33B | 12.5000 |
AecomACM | 05/11/2026 (BMO) | 05/11/2026 (BMO) | 2.80% | -13.20% | -22.41% | 1.76% | $9.20B | 12.5000 |
Stantec Inc.STN | 05/13/2026 (AMC) | 05/13/2026 (AMC) | 2.77% | -12.65% | -16.00% | 5.66% | $8.77B | 12.5000 |
ESCO Technologies Inc.ESE | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 6.17% | -9.68% | 31.48% | -2.71% | $7.64B | 12.5000 |
Tetra Tech, Inc.TTEK | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 1.51% | 3.00% | -15.37% | -15.72% | $7.07B | 12.5000 |
Parsons CorporationPSN | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -10.74% | -2.76% | -17.28% | 1.07% | $5.45B | 12.5000 |
| Average | 0.21% | -5.11% | -7.85% | -3.45% | $29.95B | 12.5000 | ||
| Median | 2.14% | -3.15% | -12.08% | -2.71% | $8.99B | 12.5000 | ||
| Std Dev | 5.49% | 6.31% | 15.72% | 6.93% | $51.97B | 0.0% | ||
| Min | -10.74% | -13.20% | -22.41% | -15.72% | $5.45B | 12.5000 | ||
| Max | 6.17% | 3.00% | 31.48% | 5.66% | $166.90B | 12.5000 | ||
| % Positive Tickers | 75.00% | 28.57% | 12.50% | 42.86% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.