Investment Themes

Water

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Investment Themes

Global water consumption was multiplied by nine between 1990 and today. And in 10 years time, the United Nations anticipate that only 60% of water needs will be satisfied if no quick policy change happens. This is a major challenge for future generations, but also an opportunity for today's investors.

By 2050, the world's population will have increased by 40%. The growth in demand for drinking water will rise even faster, with a projected 80% increase, due to better access to infrastructure and growing needs. Urbanization will lead to an increase in water demand related to industry and energy. Livestock and agriculture will increase their consumption to meet the demand. Although 70% of our blue planet is covered with water, only a tiny portion is accessible and drinkable. In order to meet the needs of populations, the development of infrastructures and major technological progress will be necessary. This thematic list contains forty players in the water market, drawn from among a hundred or so listed companies linked to the sector. It includes companies that process and sell water as well as equipment, food and irrigation specialists. This list is very cosmopolitan, with many countries represented: United States, China, Hong Kong, United Kingdom, Singapore, Switzerland, Japan, Australia, France, Poland, India, Greece, Indonesia, Finland, United Arab Emirates, Canada, Austria, Bangladesh and Estonia. This sector is going to undergo major changes, take advantage of them and take the plunge.

Our selection

Industrials
Water & Sewage Construction
841M -10.25%
Industrials
Purification & Treatment Equipment
3.33B -8.53%
Industrials
Industrial Valve Manufacturing
12.06B +25.11%
Consumer Cyclical
Other Construction Supplies & Fixtures
5.92B +33.11%
Consumer Cyclical
Household Appliances
5.45B +16.92%
- - 44.41B -
Industrials
Other Environmental Services & Equipment
4.71B +13.04%
Consumer Cyclical
Other Construction Supplies & Fixtures
8.15B -5.97%
Industrials
Other Industrial Machinery & Equipment
2.22B +0.10%
Industrials
Industrial Machinery
687M -1.64%
Technology
Other Electronic Equipment & Parts
16.97B -2.60%
Industrials
Other Industrial Machinery & Equipment
3.5B -6.93%
Utilities
Water Supply & Irrigation Systems
7.23B +16.57%
Industrials
Other Industrial Machinery & Equipment
627M -21.68%
Industrials
Other Industrial Machinery & Equipment
21.39B -35.10%
Energy
Oil Related Services
2.51B +90.68%
Industrials
Other Industrial Machinery & Equipment
7.27B +23.34%
Utilities
Water Supply & Irrigation Systems
3.58B +14.32%
Utilities
Other Water Utilities
16.74B -5.73%
Industrials
Pump & Pumping Equipment
17.19B +33.08%
Industrials
Testing & Measuring Equipment
4.33B -18.55%
Consumer Cyclical
Plumbing Fixtures & Fittings
9.87B -9.55%
Industrials
Pump & Pumping Equipment
4.34B +1.72%
Technology
Other Electronic Equipment & Parts
4.14B -1.20%
Utilities
Other Water Utilities
12.99B +16.67%
Utilities
Water Supply & Irrigation Systems
28.04B +7.74%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.43B -8.05%
- - 1.9B -
Consumer Cyclical
Other Construction Supplies & Fixtures
14.76B +21.54%
Industrials
Other Industrial Machinery & Equipment
9.94B -37.66%
Industrials
Pump & Pumping Equipment
4.29B -19.37%
Industrials
Pump & Pumping Equipment
1.99B +58.14%
Consumer Cyclical
Plumbing Fixtures & Fittings
22.51B -7.97%
Utilities
Other Water Utilities
2.01B -10.03%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.25B +12.18%
Utilities
Other Water Utilities
1.21B +38.70%
Utilities
Other Multiline Utilities
26.62B +10.16%
Basic Materials
Diversified Chemicals
2.44B -23.03%
Utilities
Water Supply & Irrigation Systems
2.95B +25.82%
Utilities
Other Water Utilities
12.1B +10.74%
Utilities
Other Water Utilities
14.88B +27.14%
Utilities
Other Water Utilities
2.96B +9.51%
Basic Materials
Other Specialty Chemicals
81.65B +11.31%
Industrials
Other Construction & Engineering
7.91B -34.59%
Utilities
Other Natural Gas Utilities
2.35B 0.00%
Consumer Cyclical
Other Appliances, Tools & Housewares
236M +0.99%
Industrials
Other Environmental Services & Equipment
9.44B +9.23%
Utilities
Other Water Utilities
3.1B -1.39%
Utilities
Water Supply & Irrigation Systems
1.06B +10.57%
Utilities
Water Supply & Irrigation Systems
514M -1.54%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.05B -13.38%
Utilities
Steam & Air-Conditioning Supply
1.78B -27.94%
Industrials
Other Industrial Machinery & Equipment
5.66B +7.18%
Utilities
Other Water Utilities
2.13B -33.27%
Utilities
Water Supply & Irrigation Systems
1.85B -42.07%
Utilities
Water Supply & Irrigation Systems
816M -24.42%
Industrials
Agricultural Machinery
1.06B -12.59%
Industrials
Waste Management, Disposal & Recycling Services
89.34M +2.87%
Utilities
Other Water Utilities
1.67B -6.58%
Utilities
Sewage Treatment Facilities
2.94B -9.17%
Industrials
Other Environmental Services & Equipment
1.79B -17.09%
Utilities
Steam & Air-Conditioning Supply
1.7B -27.17%
Industrials
Industrial Machinery
350M -48.81%
Utilities
Sewage Treatment Facilities
1.19B -5.22%
Utilities
Water Supply & Irrigation Systems
225M -7.99%
Utilities
Water Supply & Irrigation Systems
394M -17.91%
Utilities
Other Water Utilities
3.39B +17.18%
Financials
Shell Companies
6.33M +203.67%
Consumer Non-Cyclical
Bottled Water & Ice
1.05B +123.50%
Consumer Non-Cyclical
Bottled Water & Ice
721M +12.31%
Utilities
Water Supply & Irrigation Systems
176M +12.08%
Utilities
Sewage Treatment Facilities
22.87M -1.34%
Consumer Non-Cyclical
Bottled Water & Ice
3.06M +6.67%
Utilities
Other Water Utilities
26.44M +9.09%
Utilities
Steam & Air-Conditioning Supply
752M +3.46%
Utilities
Water Supply & Irrigation Systems
242M -1.36%
Consumer Non-Cyclical
Bottled Water & Ice
2.17M -.--%
Utilities
Steam & Air-Conditioning Supply
393M -1.23%
Utilities
Other Water Utilities
252M -3.91%
Utilities
Water Supply & Irrigation Systems
7.31M -9.41%
Utilities
Other Water Utilities
314M -11.86%
Utilities
Sewage Treatment Facilities
579M -11.49%
Consumer Non-Cyclical
Bottled Water & Ice
3.6M -15.27%
Utilities
Sewage Treatment Facilities
1.03B -15.02%
Utilities
Water Supply & Irrigation Systems
646M -15.74%
Utilities
Sewage Treatment Facilities
632M -16.90%
Utilities
Other Water Utilities
37.85M -17.27%
Consumer Cyclical
Other Textiles & Leather Goods
15.35M -20.90%
Utilities
Sewage Treatment Facilities
438M -18.69%
Utilities
Sewage Treatment Facilities
473M -20.73%
Utilities
Water Supply & Irrigation Systems
434M -23.14%
Industrials
Other Environmental Services & Equipment
1.29B -30.63%
Consumer Non-Cyclical
Bottled Water & Ice
143M -37.55%
Utilities
Other Water Utilities
11.56M -47.22%
Utilities
Sewage Treatment Facilities
261M -55.42%
Basic Materials
Other Commodity Chemicals
1.03B -67.13%

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