Stock Taper 
THEMATICS ASSET MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Veralto Corporation | VLTO | 129.88K | $13.85M |
 Ecolab Inc. | ECL | 134.87K | $36.94M |
 Synopsys, Inc. | SNPS | 142.53K | $70.33M |
 TransUnion | TRU | 144.72K | $12.12M |
 Advanced Drainage Systems, Inc. | WMS | 145.5K | $20.18M |
 Cadence Design Systems, Inc. | CDNS | 146.97K | $51.62M |
 A. O. Smith Corporation | AOS | 147K | $10.79M |
 Digital Realty Trust, Inc. | DLR | 151.41K | $26.18M |
 Advanced Micro Devices, Inc. | AMD | 155.87K | $25.22M |
 Middlesex Water Company | MSEX | 171K | $9.25M |
 Alphabet Inc. | GOOGL | 180.82K | $43.96M |
 Medtronic plc | MDT | 184.9K | $17.61M |
 Clean Harbors, Inc. | CLH | 192.3K | $44.66M |
 Shift4 Payments, Inc. | FOUR | 196.37K | $15.2M |
 SPS Commerce, Inc. | SPSC | 196.91K | $20.51M |
 Zurn Elkay Water Solutions Corporation | ZWS | 197.28K | $9.28M |
 Snowflake Inc. | SNOW | 199.26K | $44.94M |
 PTC Inc. | PTC | 211.21K | $42.88M |
 Symbotic Inc. | SYM | 255.47K | $13.77M |
 Aptiv PLC | APTV | 261.45K | $22.54M |