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H20 '24: Filtration
3 tickers · $30.66B total market cap
Group: H20
The current thesis for ALFA SS in the H20 '24: Filtration subtheme is bullish. The company is positioned to capitalize on increasing global demand for advanced filtration technologies and water treatment solutions. As industries face rising regulatory pressures and environmental concerns, Alfa Laval's expertise in membrane technology and heat exchangers is expected to drive revenue growth. However, potential economic headwinds and competitive pressures must be monitored.
H20 '24: Filtration tracks 3 publicly listed stocks in this theme: ALFA.ST, ATMU, CECO. See the constituent table for details.
Thesis update: 2025-04-01
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 |
|---|---|---|---|---|---|---|---|---|
Alfa Laval Corporate ABALFA.ST | 04/22/2026 (BMO) | 04/22/2026 (BMO) | -3.66% | -2.94% | 7.12% | -1.69% | $23.91B | 33.3333 |
Atmus Filtration Technologies Inc.ATMU | 05/01/2026 (BMO) | 05/01/2026 (BMO) | 3.22% | -16.96% | -1.12% | -8.17% | $3.95B | 33.3333 |
CECO Environmental Corp.CECO | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -16.57% | 11.65% | 0.17% | 8.06% | $2.81B | 33.3333 |
| Average | -5.67% | -2.75% | 2.06% | -0.60% | $10.22B | 33.3333 | ||
| Median | -3.66% | -2.94% | 0.17% | -1.69% | $3.95B | 33.3333 | ||
| Std Dev | 8.20% | 11.68% | 3.62% | 6.67% | $9.69B | 0.0% | ||
| Min | -16.57% | -16.96% | -1.12% | -8.17% | $2.81B | 33.3333 | ||
| Max | 3.22% | 11.65% | 7.12% | 8.06% | $23.91B | 33.3333 | ||
| % Positive Tickers | 33.33% | 33.33% | 66.67% | 33.33% |
* 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%.