H2O America Strategic Asset Allocation Index

Latest as of June 2025: 1.3%

H2O America strategic asset allocation index. H2O America (HTO) has a Strategic Asset Allocation Index of 1.3% as of June 2025. Strategic assets (PP&E of $- plus long-term investments of $18.88 Million) total $18.88 Million, measured against net assets of $1.47 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See HTO equity to assets ratio to measure how much of total assets are equity-financed.

SAAI

1.3%
Strategic Assets / Net Assets

Strategic Assets

$18.88 Million
PP&E + LT Investments

PP&E

$-
USD

Net Assets

$1.47 Billion
USD

Strategic Asset Allocation Index of H2O America (2021–2024)

Strategic asset allocation index of H2O America from 2021 to 2024. This chart shows how H2O America's Strategic Asset Allocation Index has evolved across 4 annual periods from 2021 to 2024. As of June 2025, the index stands at 1.3%, representing strategic assets of $18.88 Million against net assets of $1.47 Billion USD. Check H2O America tangible equity quality to evaluate the tangible quality of the company's equity base.

H2O America Strategic Asset Allocation Index by Year (2021–2024)

H2O America strategic asset allocation index by year from 2021 to 2024. The table below presents the year-by-year Strategic Asset Allocation Index for H2O America from 2021 to 2024, covering 4 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see H2O America market capitalisation.

Year SAAI Strategic Assets (USD) PP&E LT Investments Net Assets Change (pp)
2024 1.3% $18.09 Million $- $18.09 Million $1.37 Billion ▼ 0.0 pp
2023 1.3% $16.41 Million $- $16.41 Million $1.23 Billion ▼ 0.0 pp
2022 1.3% $14.82 Million $- $14.82 Million $1.11 Billion ▼ -0.2 pp
2021 1.5% $15.78 Million $- $15.78 Million $1.03 Billion —
pp = percentage points