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H20 '24: Water Infra & Transmission
9 tickers · $99.17B total market cap
Group: H20
The investment thesis for the water infrastructure and transmission subtheme in Spring 2025 is bullish. The ongoing need for infrastructure improvements and the replacement of aging systems are driving significant investments in water-related projects. Companies involved in water infrastructure are poised to benefit from both government spending and increased demand for sustainable water management solutions.
H20 '24: Water Infra & Transmission tracks 9 publicly listed stocks in this theme: CNM, ESOA, KNTK, MWA, NWPX, SBS, TPL, WMS, XYL. 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 |
|---|---|---|---|---|---|---|---|---|
Texas Pacific Land CorporationTPL | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 13.43% | -7.29% | -16.03% | -1.13% | $27.22B | 11.1111 |
Xylem Inc.XYL | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -9.57% | -6.57% | -2.57% | -7.85% | $25.28B | 11.1111 |
Companhia de Saneamento Básico do Estado de São Paulo - SABESPSBS | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 1.35% | -4.25% | 9.87% | -10.55% | $19.41B | 11.1111 |
Advanced Drainage Systems, Inc.WMS | 02/05/2026 (BMO) | 05/21/2026 (BMO) | 9.43% | — | -24.97% | — | $10.25B | 11.1111 |
Core & Main, Inc.CNM | 03/24/2026 (BMO) | 06/09/2026 (BMO) | 4.46% | — | -11.03% | — | $8.46B | 11.1111 |
Mueller Water Products, Inc.MWA | 05/05/2026 (AMC) | 05/05/2026 (AMC) | 6.03% | -0.33% | -5.36% | -7.88% | $3.91B | 11.1111 |
Kinetik Holdings Inc.KNTK | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 4.55% | -3.87% | 6.00% | 4.74% | $3.28B | 11.1111 |
NWPX Infrastructure, Inc.NWPX | 04/29/2026 (AMC) | 04/29/2026 (AMC) | 4.85% | 13.22% | 10.84% | 9.01% | $1.03B | 11.1111 |
Energy Services of America CorporationESOA | 05/11/2026 (AMC) | 05/11/2026 (AMC) | 46.32% | 10.23% | 26.91% | -8.02% | $327.5M | 11.1111 |
| Average | 8.98% | 0.16% | -0.71% | -3.10% | $11.02B | 11.1111 | ||
| Median | 4.85% | -3.87% | -2.57% | -7.85% | $8.46B | 11.1111 | ||
| Std Dev | 14.46% | 7.64% | 14.94% | 6.94% | $9.82B | 0.0% | ||
| Min | -9.57% | -7.29% | -24.97% | -10.55% | $327.5M | 11.1111 | ||
| Max | 46.32% | 13.22% | 26.91% | 9.01% | $27.22B | 11.1111 | ||
| % Positive Tickers | 88.89% | 28.57% | 44.44% | 28.57% |
* 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%.