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
Other Industrial Machinery & Equipment
6.31B +15.88%
Industrials
Water & Sewage Construction
664M +21.40%
Industrials
Purification & Treatment Equipment
2.58B +0.49%
Industrials
Other Industrial Machinery & Equipment
2.29B -28.40%
Industrials
Testing & Measuring Equipment
7.14B +13.92%
Technology
Other Electronic Equipment & Parts
5.67B +15.77%
Utilities
Other Water Utilities
10.65B +11.36%
Consumer Cyclical
Household Appliances
5.02B +43.05%
Technology
Other Electronic Equipment & Parts
15.96B +16.10%
Industrials
Industrial Valve Manufacturing
8.03B +18.57%
Industrials
Other Industrial Machinery & Equipment
3.67B +3.96%
Consumer Cyclical
Other Construction Supplies & Fixtures
4.2B -4.07%
Basic Materials
Diversified Chemicals
3.49B -0.31%
Industrials
Other Environmental Services & Equipment
4.18B -2.38%
Industrials
Pump & Pumping Equipment
3.91B -12.03%
Industrials
Other Industrial Machinery & Equipment
15.83B -3.68%
Industrials
Waste Management, Disposal & Recycling Services
71.24M +29.03%
Utilities
Other Water Utilities
10.9B +7.46%
Utilities
Water Supply & Irrigation Systems
27.48B +13.34%
Industrials
Other Industrial Machinery & Equipment
772M +2.08%
Industrials
Other Industrial Machinery & Equipment
30.51B +7.85%
- - 41.75B -
Industrials
Heating, Ventilation & Air Conditioning Systems
8.99B -7.52%
Consumer Cyclical
Other Construction Supplies & Fixtures
5.96B -4.66%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.14B -15.14%
Industrials
Other Construction & Engineering
14.81B +3.35%
Industrials
Industrial Machinery
665M -17.14%
Utilities
Other Water Utilities
10.39B +2.95%
Utilities
Water Supply & Irrigation Systems
1.78B +7.29%
Utilities
Water Supply & Irrigation Systems
1.89B +32.04%
Industrials
Industrial Machinery
635M +5.24%
Industrials
Agricultural Machinery
1.47B +13.98%
Industrials
Pump & Pumping Equipment
4.22B -19.60%
Utilities
Other Multiline Utilities
25.17B +10.11%
Utilities
Other Water Utilities
2.11B +10.88%
Consumer Cyclical
Plumbing Fixtures & Fittings
26.12B +21.10%
Energy
Oil Related Services
969M -29.83%
Industrials
Pump & Pumping Equipment
13.3B -16.37%
Basic Materials
Other Specialty Chemicals
74.09B +11.05%
Utilities
Other Water Utilities
14.55B +31.02%
Utilities
Other Water Utilities
1.11B -7.28%
Consumer Cyclical
Plumbing Fixtures & Fittings
8.81B -2.25%
Industrials
Pump & Pumping Equipment
928M -7.09%
Utilities
Water Supply & Irrigation Systems
246M -42.31%
Utilities
Steam & Air-Conditioning Supply
2.05B -11.33%
Utilities
Other Water Utilities
2.98B +0.30%
Utilities
Water Supply & Irrigation Systems
5.7B +3.13%
Consumer Cyclical
Other Construction Supplies & Fixtures
12.89B -16.08%
Utilities
Water Supply & Irrigation Systems
2B +28.11%
Utilities
Water Supply & Irrigation Systems
996M +6.73%
Utilities
Water Supply & Irrigation Systems
1.3B +22.31%
Industrials
Other Environmental Services & Equipment
2.24B -13.24%
Utilities
Sewage Treatment Facilities
879M +47.84%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.18B -6.11%
Utilities
Other Water Utilities
2.73B +1.65%
Industrials
Other Industrial Machinery & Equipment
6.37B -8.30%
Consumer Cyclical
Other Appliances, Tools & Housewares
218M +11.76%
Utilities
Other Water Utilities
3.06B -18.58%
Utilities
Steam & Air-Conditioning Supply
1.76B -1.40%
Utilities
Water Supply & Irrigation Systems
455M +13.25%
Utilities
Other Water Utilities
3.05B -2.11%
Industrials
Other Environmental Services & Equipment
9.4B -10.87%
Utilities
Other Water Utilities
1.7B -4.52%
Utilities
Water Supply & Irrigation Systems
284M -9.22%
Utilities
Water Supply & Irrigation Systems
3.33B +3.59%
Utilities
Other Natural Gas Utilities
1.87B -13.33%
Basic Materials
Other Commodity Chemicals
1.98B +25.34%
Utilities
Sewage Treatment Facilities
3.09B -5.51%
Consumer Cyclical
Other Textiles & Leather Goods
26.11M +43.84%
Consumer Non-Cyclical
Bottled Water & Ice
2.42M +12.50%
Utilities
Sewage Treatment Facilities
263M +15.09%
Consumer Non-Cyclical
Bottled Water & Ice
380M +13.74%
Consumer Non-Cyclical
Bottled Water & Ice
253M +7.14%
Utilities
Steam & Air-Conditioning Supply
697M +7.04%
Utilities
Water Supply & Irrigation Systems
777M +5.93%
Utilities
Water Supply & Irrigation Systems
248M +5.39%
Utilities
Sewage Treatment Facilities
644M +2.93%
Utilities
Sewage Treatment Facilities
455M +1.61%
Utilities
Sewage Treatment Facilities
1.22B +1.34%
Utilities
Other Water Utilities
137M +2.17%
Utilities
Other Water Utilities
45.14M +4.51%
Utilities
Sewage Treatment Facilities
590M -0.63%
Utilities
Other Water Utilities
315M -0.63%
Utilities
Water Supply & Irrigation Systems
462M -1.99%
Consumer Non-Cyclical
Bottled Water & Ice
620M +1.93%
Utilities
Sewage Treatment Facilities
708M -7.44%
Utilities
Sewage Treatment Facilities
1.11B -7.22%
Utilities
Steam & Air-Conditioning Supply
368M -9.54%
Utilities
Sewage Treatment Facilities
20.74M -9.88%
Utilities
Water Supply & Irrigation Systems
8.47M -11.64%
Utilities
Other Water Utilities
241M -20.35%
Consumer Non-Cyclical
Bottled Water & Ice
2.08M -21.85%
Utilities
Other Water Utilities
26.75M -23.25%
Utilities
Other Water Utilities
19.06M -23.08%
Consumer Non-Cyclical
Bottled Water & Ice
6.04M -24.10%
Consumer Non-Cyclical
Bottled Water & Ice
1.95M -47.62%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI