Stock Taper 
THEMATICS ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Waste Management, Inc. | WM | 59.4K | $13.12M |
 The Toro Company | TTC | 60.47K | $4.61M |
 Thermo Fisher Scientific Inc. | TMO | 60.48K | $29.34M |
 Motorola Solutions, Inc. | MSI | 63.93K | $29.23M |
 CrowdStrike Holdings, Inc. | CRWD | 66.7K | $32.71M |
 Microsoft Corporation | MSFT | 66.71K | $34.55M |
 Modine Manufacturing Company | MOD | 67K | $9.52M |
 Alarm.com Holdings, Inc. | ALRM | 68.34K | $3.63M |
 Ferguson plc | FERG | 68.8K | $15.45M |
 Alcon Inc. | ALC | 71.25K | $5.31M |
 The New York Times Company | NYT | 71.46K | $4.1M |
 Generac Holdings Inc. | GNRC | 77.74K | $13.01M |
 Intuitive Surgical, Inc. | ISRG | 77.94K | $34.85M |
 ServiceNow, Inc. | NOW | 79.56K | $73.22M |
 CoStar Group, Inc. | CSGP | 79.92K | $6.74M |
 Boston Scientific Corporation | BSX | 83.35K | $8.14M |
 Masco Corporation | MAS | 83.52K | $5.88M |
 American Water Works Company, Inc. | AWK | 85.74K | $11.93M |
 Broadcom Inc. | AVGO | 85.83K | $28.32M |
 MSA Safety Incorporated | MSA | 86.94K | $14.96M |