Investment Themes

Water

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
862M -6.69%
Industrials
Purification & Treatment Equipment
3.86B +3.55%
Industrials
Industrial Valve Manufacturing
12.4B +34.61%
Consumer Cyclical
Other Construction Supplies & Fixtures
6.67B +48.75%
Industrials
Other Environmental Services & Equipment
5.53B +29.47%
Consumer Cyclical
Household Appliances
5B +13.58%
Industrials
Other Industrial Machinery & Equipment
2.35B +6.55%
Consumer Cyclical
Other Construction Supplies & Fixtures
8.1B +5.01%
Industrials
Industrial Machinery
872M +21.35%
Technology
Other Electronic Equipment & Parts
18.41B +1.07%
Industrials
Other Industrial Machinery & Equipment
3.89B +4.70%
Utilities
Water Supply & Irrigation Systems
7.04B +22.46%
Industrials
Other Industrial Machinery & Equipment
813M -1.68%
- - 45.01B -
Industrials
Other Industrial Machinery & Equipment
26.34B -17.16%
Utilities
Other Water Utilities
12.98B +13.02%
Industrials
Other Industrial Machinery & Equipment
6.68B +7.39%
Utilities
Water Supply & Irrigation Systems
4.09B +26.37%
Energy
Oil Related Services
2.45B +80.32%
Utilities
Other Water Utilities
16.81B -7.30%
Industrials
Pump & Pumping Equipment
16.98B +29.41%
- - 1.98B -
Industrials
Testing & Measuring Equipment
3.95B -21.82%
Consumer Cyclical
Plumbing Fixtures & Fittings
10.67B -2.34%
Industrials
Pump & Pumping Equipment
4.5B +6.58%
Technology
Other Electronic Equipment & Parts
4.32B +6.32%
Utilities
Water Supply & Irrigation Systems
27.35B +5.44%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.45B -7.07%
Consumer Cyclical
Other Construction Supplies & Fixtures
14.32B +14.91%
Industrials
Pump & Pumping Equipment
4.64B -18.90%
Utilities
Other Water Utilities
2.13B -11.65%
Utilities
Water Supply & Irrigation Systems
2.67B +30.41%
Utilities
Other Water Utilities
14.54B +20.27%
Industrials
Other Construction & Engineering
8.07B -34.14%
Basic Materials
Other Specialty Chemicals
81.17B +10.29%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.22B +7.77%
Industrials
Other Industrial Machinery & Equipment
9.97B -40.02%
Utilities
Other Water Utilities
1.32B +63.52%
Industrials
Pump & Pumping Equipment
2.03B +60.75%
Utilities
Other Multiline Utilities
29.1B +14.40%
Consumer Cyclical
Plumbing Fixtures & Fittings
23.5B -5.87%
Utilities
Other Water Utilities
11.57B +6.26%
Basic Materials
Diversified Chemicals
2.95B -10.93%
Utilities
Other Natural Gas Utilities
2.47B +6.12%
Industrials
Other Environmental Services & Equipment
9.42B +9.69%
Utilities
Water Supply & Irrigation Systems
556M +7.69%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.2B -6.70%
Utilities
Steam & Air-Conditioning Supply
1.87B -23.81%
Utilities
Other Water Utilities
3.13B +16.80%
Consumer Cyclical
Other Appliances, Tools & Housewares
230M -0.60%
Industrials
Other Environmental Services & Equipment
1.86B -11.99%
Utilities
Water Supply & Irrigation Systems
1.11B +16.36%
Industrials
Other Industrial Machinery & Equipment
5.7B +4.10%
Utilities
Other Water Utilities
3.04B -10.33%
Utilities
Water Supply & Irrigation Systems
2.63B -30.49%
Industrials
Agricultural Machinery
1.16B -3.14%
Utilities
Water Supply & Irrigation Systems
935M -13.46%
Industrials
Waste Management, Disposal & Recycling Services
76.38M -12.54%
Utilities
Other Water Utilities
3.15B -0.42%
Utilities
Sewage Treatment Facilities
2.96B -7.16%
Utilities
Steam & Air-Conditioning Supply
1.89B -18.92%
Industrials
Industrial Machinery
401M -41.81%
Utilities
Water Supply & Irrigation Systems
270M +10.89%
Utilities
Other Water Utilities
1.71B -3.67%
Utilities
Sewage Treatment Facilities
1.19B -6.06%
Utilities
Water Supply & Irrigation Systems
351M -26.20%
Utilities
Other Water Utilities
3.58B +24.50%
Financials
Shell Companies
8.26M +288.07%
Consumer Non-Cyclical
Bottled Water & Ice
1.09B +112.32%
Utilities
Water Supply & Irrigation Systems
203M +23.39%
Consumer Non-Cyclical
Bottled Water & Ice
731M +15.35%
Utilities
Steam & Air-Conditioning Supply
801M +11.06%
Utilities
Steam & Air-Conditioning Supply
418M +6.44%
Utilities
Other Water Utilities
282M +6.37%
Utilities
Water Supply & Irrigation Systems
254M -0.91%
Consumer Non-Cyclical
Bottled Water & Ice
2.23M -.--%
Utilities
Sewage Treatment Facilities
539M -2.47%
Consumer Non-Cyclical
Bottled Water & Ice
4.04M -4.56%
Utilities
Sewage Treatment Facilities
610M -6.45%
Consumer Non-Cyclical
Bottled Water & Ice
2.73M -6.67%
Utilities
Other Water Utilities
45.09M -7.91%
Utilities
Water Supply & Irrigation Systems
7.7M -8.91%
Utilities
Other Water Utilities
325M -9.60%
Utilities
Sewage Treatment Facilities
1.05B -12.62%
Utilities
Sewage Treatment Facilities
653M -13.16%
Utilities
Water Supply & Irrigation Systems
657M -13.99%
Utilities
Sewage Treatment Facilities
18.08M -14.09%
Utilities
Water Supply & Irrigation Systems
482M -14.62%
Utilities
Other Water Utilities
21.52M -9.09%
Consumer Cyclical
Other Textiles & Leather Goods
15.77M -17.42%
Utilities
Sewage Treatment Facilities
487M -19.04%
Consumer Non-Cyclical
Bottled Water & Ice
167M -25.29%
Industrials
Other Construction & Engineering
15.22M -30.56%
Industrials
Other Environmental Services & Equipment
1.01B -45.45%
Utilities
Sewage Treatment Facilities
324M -45.78%
Basic Materials
Other Commodity Chemicals
1.42B -57.26%

News of the components

░░░░ ░░░░░░ ░░░░░░ ░ ░░░░░░░ ░░ ░░░░░ ░░ ░░░░░░ ░░░░░░
░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░ ░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░ ░░░ ░░░░ ░░░░ ░░░░░ ░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░ ░░░░░ ░░░░ ░░░░░░░░ ░░░ ░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░ ░░ ░░ ░░░░░░░░░░░░ ░░░░░ ░░ ░░░░░░░░ ░░░░░░░░
░░░░ ░░░░░░░ ░░ ░░░░ ░░░░ ░░░░░░░░ ░░░ ░░ ░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░░░░░░ ░░ ░░░ ░░░ ░░░░░░░░ ░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░ ░░░░░░░ ░░░░░ ░░░░░░░ ░░░ ░░░░ ░░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░░░░ ░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░ ░░░ ░░░░░ ░░░░░░░░ ░░ ░░░ ░░░░░ ░░ ░░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░ ░░░ ░░░░░░░░░░░░
░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░ ░░░░░░░░ ░░░░░░░░░ ░░░░░ ░░ ░░░ ░░░░ ░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░
░░░░ ░░░░░░ ░ ░░░ ░░ ░░░░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░ ░░░░░░░░ ░░░░░ ░░░░░░░░ ░░░ ░░░░ ░░░░░░░░ ░░ ░░░░░░ ░░░░░░░░

Heatmap

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI