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Natural Disasters Long '24: Immediate Response
6 tickers · $293.13B total market cap
Group: Natural Disasters Long
With the 2025 Atlantic hurricane season forecasted to be above average, following the destructive 2024 season, there is an anticipated surge in demand for immediate response solutions. Companies like GNRC, TRMB, WM, RSG, XYL, and AMT are poised to benefit from increased needs for backup power systems, resilient energy infrastructure, flood control, water treatment, communication infrastructure repair, and debris removal services.
Natural Disasters Long '24: Immediate Response tracks 6 publicly listed stocks in this theme: AMT, GNRC, RSG, TRMB, WM, XYL. See the constituent table for details.
Thesis update: 2025-04-19
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 |
|---|---|---|---|---|---|---|---|---|
Waste Management, Inc.WM | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -3.55% | 1.82% | 1.38% | -3.46% | $89.29B | 16.6667 |
American Tower CorporationAMT | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -3.98% | 1.65% | -3.93% | 2.70% | $85.35B | 16.6667 |
Republic Services, Inc.RSG | 05/07/2026 (AMC) | 05/07/2026 (AMC) | 0.20% | 0.17% | -9.06% | 7.47% | $66.14B | 16.6667 |
Xylem Inc.XYL | 04/28/2026 (BMO) | 04/28/2026 (BMO) | -9.57% | -6.57% | -2.57% | -7.85% | $25.28B | 16.6667 |
Generac Holdings Inc.GNRC | 04/29/2026 (BMO) | 04/29/2026 (BMO) | 18.34% | 19.39% | 0.64% | -5.89% | $14.36B | 16.6667 |
Trimble Inc.TRMB | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -4.17% | -9.54% | -3.92% | -11.79% | $12.72B | 16.6667 |
| Average | -0.46% | 1.15% | -2.91% | -3.14% | $48.85B | 16.6667 | ||
| Median | -3.77% | 0.91% | -3.25% | -4.67% | $45.71B | 16.6667 | ||
| Std Dev | 8.87% | 9.20% | 3.44% | 6.47% | $32.45B | 0.0% | ||
| Min | -9.57% | -9.54% | -9.06% | -11.79% | $12.72B | 16.6667 | ||
| Max | 18.34% | 19.39% | 1.38% | 7.47% | $89.29B | 16.6667 | ||
| % Positive Tickers | 33.33% | 66.67% | 33.33% | 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%.