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H20 '24: Sanitary & Plumbing
3 tickers · $28.84B total market cap
Group: H20
As of Spring 2025, the investment thesis for the **H20 '24: Sanitary & Plumbing** subtheme is bullish. The growing emphasis on sustainable water infrastructure and regulatory compliance is driving demand for innovative sanitary and plumbing solutions. Companies like Halma (HLMA LN) and Geberit (GEBN SW) are well-positioned to benefit from increased spending on water infrastructure improvements and technology upgrades. The market is also supported by government initiatives promoting water efficiency and pollution control.
H20 '24: Sanitary & Plumbing tracks 3 publicly listed stocks in this theme: GEBN.SW, HLMA.LSE, ZWS. 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 |
|---|---|---|---|---|---|---|---|---|
Geberit AGGEBN.SW | 08/20/2025 (BMO) | — | -4.91% | — | -15.43% | — | $20.85B | 33.3333 |
Zurn Elkay Water Solutions CorporationZWS | 04/21/2026 (AMC) | 04/21/2026 (AMC) | 8.61% | 9.84% | -6.20% | -11.64% | $7.77B | 33.3333 |
Halma plcHLMA.LSE | 11/20/2025 (AMC) | 06/11/2026 (AMC) | -2.07% | — | 27.50% | — | $222.9M | 33.3333 |
| Average | 0.54% | 9.84% | 1.96% | -11.64% | $9.61B | 33.3333 | ||
| Median | -2.07% | 9.84% | -6.20% | -11.64% | $7.77B | 33.3333 | ||
| Std Dev | 5.82% | 0.00% | 18.45% | 0.00% | $8.52B | 0.0% | ||
| Min | -4.91% | 9.84% | -15.43% | -11.64% | $222.9M | 33.3333 | ||
| Max | 8.61% | 9.84% | 27.50% | -11.64% | $20.85B | 33.3333 | ||
| % Positive Tickers | 33.33% | 100.00% | 33.33% | 0.00% |
* 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%.