Stock Taper 
THEMATICS ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Agilent Technologies, Inc. | A | 89.66K | $11.51M |
 Danaher Corporation | DHR | 91.7K | $18.18M |
 Zscaler, Inc. | ZS | 94.1K | $28.2M |
 Westinghouse Air Brake Technologies Corporation | WAB | 94.14K | $18.87M |
 Nasdaq, Inc. | NDAQ | 95.57K | $8.45M |
 Toast, Inc. | TOST | 95.61K | $3.49M |
 HealthEquity, Inc. | HQY | 99.24K | $9.41M |
 California Water Service Group | CWT | 100.47K | $4.61M |
 MongoDB, Inc. | MDB | 104.6K | $32.47M |
 Verizon Communications Inc. | VZ | 105.15K | $4.62M |
 OSI Systems, Inc. | OSIS | 106.41K | $26.52M |
 IDEX Corporation | IEX | 108.15K | $17.6M |
 Manhattan Associates, Inc. | MANH | 109.24K | $22.39M |
 Xylem Inc. | XYL | 109.37K | $16.13M |
 Aecom | ACM | 112.08K | $14.62M |
 Palo Alto Networks, Inc. | PANW | 112.36K | $22.88M |
 STERIS plc | STE | 114.74K | $28.39M |
 Waste Connections, Inc. | WCN | 118.47K | $20.83M |
 Pentair plc | PNR | 119.24K | $13.21M |
 Progyny, Inc. | PGNY | 123.97K | $2.67M |