TBLU – Tortoise Global Water ESG – ETF Stock Quote | Morningstar

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Will TBLU outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable TBLU’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the TBLU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of TBLU’s parent organization’s priorities and whether they’re in line with investors’ interests.

Ecofin Global Water ESG retains its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research

Rated on Aug 31, 2024 Published on Aug 31, 2024

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Current Portfolio Date Oct 1, 2024
Equity Holdings —
Bond Holdings —
Other Holdings —
% Assets in Top 10 Holdings 48.8

Top 10 Holdings	% Portfolio Weight	Market Value USD	Sector
Stantec Inc	7.22	4.2 Mil	Industrials
Georg Fischer AG	6.34	3.6 Mil	Industrials
China Lesso Group Holdings Ltd	5.76	3.3 Mil	Industrials
Core & Main Inc Class A	4.42	2.5 Mil	Industrials
Guangdong Investment Ltd	4.41	2.5 Mil	Utilities
Energy Recovery Inc	4.32	2.5 Mil	Industrials
A.O. Smith Corp	4.18	2.4 Mil	Industrials
Aris Water Solutions Inc Class A	4.05	2.3 Mil	Utilities
Advanced Drainage Systems Inc	4.03	2.3 Mil	Industrials
Badger Meter Inc	4.02	2.3 Mil	Technology

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