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H20 '24: Water Treatment & Chemicals
6 tickers · $93.92B total market cap
Group: H20
The current thesis for water treatment and chemicals remains bullish as of Spring 2025. The demand for advanced water treatment solutions continues to rise due to stricter regulatory requirements, particularly concerning PFAS contaminants, and increasing industrial activity. Companies like 6370 JP, KEMIRA FH, and 6254 JP are well-positioned to benefit from these trends with their specialized technologies in filtration, purification, and water management. However, cost overruns and potential regulatory changes could pose risks to their growth prospects.
H20 '24: Water Treatment & Chemicals tracks 6 publicly listed stocks in this theme: 6254.T, 6370.T, ARQ, ECL, KEMIRA.HE, VEOEY. 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 |
|---|---|---|---|---|---|---|---|---|
Ecolab Inc.ECL | 04/28/2026 (BMO) | 04/28/2026 (BMO) | 5.34% | -4.21% | -11.75% | -4.24% | $69.16B | 16.6667 |
Veolia Environnement S.A.VEOEY | 06/30/2025 (BMO) | 06/30/2025 (BMO) | 0.57% | 0.56% | 27.47% | 10.22% | $14.52B | 16.6667 |
Kurita Water Industries Ltd.6370.T | 05/14/2026 | 05/14/2026 | 0.89% | 0.93% | 12.24% | -6.86% | $6.04B | 16.6667 |
Kemira OyjKEMIRA.HE | 04/24/2026 (BMO) | 04/24/2026 (BMO) | -3.51% | -7.36% | -7.84% | -1.64% | $2.97B | 16.6667 |
Nomura Micro Science Co., Ltd.6254.T | 05/14/2026 | 05/14/2026 | -1.52% | 14.45% | 17.74% | -10.71% | $1.12B | 16.6667 |
Arq, Inc.ARQ | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -44.37% | 9.28% | 29.78% | -1.93% | $108.9M | 16.6667 |
| Average | -7.10% | 2.28% | 11.27% | -2.53% | $15.65B | 16.6667 | ||
| Median | -0.47% | 0.74% | 14.99% | -3.09% | $4.51B | 16.6667 | ||
| Std Dev | 16.89% | 7.49% | 16.04% | 6.48% | $24.39B | 0.0% | ||
| Min | -44.37% | -7.36% | -11.75% | -10.71% | $108.9M | 16.6667 | ||
| Max | 5.34% | 14.45% | 29.78% | 10.22% | $69.16B | 16.6667 | ||
| % Positive Tickers | 50.00% | 66.67% | 66.67% | 16.67% |
* 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%.