The Tortoise Global Water Index℠ is a proprietary, rules-based, modified capitalization-weighted, float-adjusted index comprised of companies that are materially engaged in the water infrastructure or water management industries.
Water is an essential asset — critical to economic growth and social stability. The companies that manage, treat, and distribute water are vital not only to our survival, but also our ability to thrive and prosper. Significant investment must be made to maintain our current infrastructure and to develop new infrastructure to more sustainably utilize and distribute this vital resource
We believe that the Tortoise Global Water Index℠ is comprised of companies that represent the current global water landscape, make conscientious efforts to positively impact the world, and are poised to participate and benefit from growth in the water industry. We consciously strives to maximize our positive impact by holding the constituent companies to high standards of positive impact as well.
The Tortoise Global Water Index℠ is a proprietary, rules-based, modified capitalization-weighted, float-adjusted index comprised of companies that are materially engaged in the water infrastructure or water management industries.
| Price Return Ticker | TGWTR |
|---|---|
| Net Return Ticker | TGWTRNT |
| Base Date | 12/31/2007 |
| Calculated by | S&P Dow Jones Indices |
| Number of Constituents | 56 |
| Average Constituent Size | $9,022 million |
| Total Return Ticker | TGWTRT |
|---|---|
| Inception Date | 4/2/2018 |
| Rebalancing | Quarterly |
| Market Capitalization | $505 billion |
| Median Constituent Size | $4,081 million |
| Index Performance (as of 12/31/2025) | QTD | Calendar YTD | 1 Year | 3 Year | 5 Year | 10 Year | Since Inception |
|---|---|---|---|---|---|---|---|
| Total Return | — | — | 11.00% | 13.88% | 7.71% | 11.49% | — |
| Price Return | — | — | 13.14% | 14.62% | 8.12% | 10.34% | — |
| Net Total Return | — | — | 10.58% | 13.42% | 7.29% | 11.01% | — |
Due to rounding, totals may not equal 100%.
Due to rounding, totals may not equal 100%.
As of 12/22/2025
| Company | Index Weight |
|---|---|
| Ecolab Inc | 7.7% |
| Xylem Inc | 7.5% |
| Ferguson Enterprises Inc | 7.3% |
| Veralto Corp | 4.1% |
| Veolia Environnement | 4.1% |
| Company | Index Weight |
|---|---|
| Geberit Ag | 4.1% |
| American Water Works Co Inc | 4.0% |
| Pentair Plc | 3.9% |
| United Utilities Group Plc | 3.8% |
| Stantec Inc | 3.8% |
Top 10 Holdings is based on portfolio weight as of the date shown. Subject to change.