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
1.05B +13.08%
Industrials
Purification & Treatment Equipment
4.66B +23.35%
Technology
Other Electronic Equipment & Parts
19.53B +9.16%
Industrials
Industrial Valve Manufacturing
10.21B +10.92%
Industrials
Other Industrial Machinery & Equipment
29.94B -9.57%
Industrials
Testing & Measuring Equipment
4.34B -14.66%
Industrials
Other Industrial Machinery & Equipment
2.33B +4.24%
Consumer Cyclical
Other Construction Supplies & Fixtures
7.9B +1.94%
Consumer Cyclical
Household Appliances
3.61B -13.46%
Technology
Other Electronic Equipment & Parts
4.1B -1.73%
Industrials
Other Industrial Machinery & Equipment
6.89B +7.87%
Utilities
Water Supply & Irrigation Systems
3.75B +18.78%
Industrials
Other Industrial Machinery & Equipment
801M -2.84%
Industrials
Other Environmental Services & Equipment
5.65B +28.23%
Industrials
Other Industrial Machinery & Equipment
15.05B -11.49%
Industrials
Other Industrial Machinery & Equipment
4.37B +17.25%
Consumer Cyclical
Plumbing Fixtures & Fittings
11.38B +0.88%
Industrials
Industrial Machinery
561M -21.35%
Utilities
Water Supply & Irrigation Systems
6.25B +10.16%
Utilities
Other Water Utilities
12.22B +12.06%
- - 2.33B -
Basic Materials
Diversified Chemicals
3.37B -0.31%
Industrials
Heating, Ventilation & Air Conditioning Systems
9.82B +6.18%
Industrials
Pump & Pumping Equipment
4.23B +0.22%
Industrials
Pump & Pumping Equipment
4.4B -23.69%
Utilities
Other Water Utilities
12.6B +12.08%
Utilities
Other Water Utilities
2.36B -2.47%
Utilities
Water Supply & Irrigation Systems
26.84B +5.36%
Consumer Cyclical
Other Construction Supplies & Fixtures
6.03B +33.48%
Industrials
Industrial Machinery
749M +3.89%
Utilities
Other Water Utilities
19.33B +8.52%
- - 44.78B -
Basic Materials
Other Specialty Chemicals
79.71B +7.68%
Consumer Cyclical
Other Construction Supplies & Fixtures
12.96B +0.32%
Industrials
Other Construction & Engineering
12.16B -1.33%
Industrials
Waste Management, Disposal & Recycling Services
78.76M -6.63%
Utilities
Water Supply & Irrigation Systems
562M 0.00%
Utilities
Other Multiline Utilities
27.77B +10.13%
Utilities
Other Water Utilities
11.42B +5.19%
Consumer Cyclical
Plumbing Fixtures & Fittings
24.27B -7.52%
Industrials
Pump & Pumping Equipment
14.71B +11.22%
Utilities
Other Water Utilities
830M -6.01%
Industrials
Pump & Pumping Equipment
1.6B +27.64%
Industrials
Other Environmental Services & Equipment
1.84B +1.91%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.16B -8.42%
Utilities
Steam & Air-Conditioning Supply
2.17B -11.11%
Utilities
Water Supply & Irrigation Systems
2.33B +18.81%
Consumer Cyclical
Plumbing Fixtures & Fittings
1.67B -19.17%
Energy
Oil Related Services
1.64B +31.46%
Utilities
Other Water Utilities
3.46B +3.79%
Utilities
Water Supply & Irrigation Systems
472M +2.70%
Utilities
Water Supply & Irrigation Systems
3.67B +16.26%
Utilities
Water Supply & Irrigation Systems
1B +7.32%
Utilities
Other Water Utilities
2.72B +5.22%
Industrials
Other Industrial Machinery & Equipment
4.52B -20.00%
Industrials
Agricultural Machinery
1.35B +9.95%
Industrials
Other Environmental Services & Equipment
9.09B +3.97%
Utilities
Steam & Air-Conditioning Supply
2.22B -2.28%
Utilities
Other Water Utilities
3.04B -1.39%
Utilities
Water Supply & Irrigation Systems
234M -3.55%
Consumer Cyclical
Other Appliances, Tools & Housewares
233M -1.69%
Utilities
Water Supply & Irrigation Systems
1.14B +5.19%
Industrials
Other Environmental Services & Equipment
2.19B +6.38%
Utilities
Other Water Utilities
1.85B +7.23%
Utilities
Sewage Treatment Facilities
3.2B +2.91%
Basic Materials
Other Commodity Chemicals
2.78B -15.18%
Utilities
Other Natural Gas Utilities
2.45B +5.10%
Utilities
Water Supply & Irrigation Systems
442M -5.17%
Utilities
Other Water Utilities
2.94B +3.88%
Consumer Non-Cyclical
Bottled Water & Ice
775M +21.88%
Consumer Non-Cyclical
Bottled Water & Ice
5.17M +19.22%
Utilities
Steam & Air-Conditioning Supply
822M +16.82%
Utilities
Sewage Treatment Facilities
711M +11.90%
Utilities
Sewage Treatment Facilities
1.37B +10.10%
Financials
Shell Companies
2.35M +10.09%
Utilities
Sewage Treatment Facilities
1.28B +9.13%
Consumer Non-Cyclical
Bottled Water & Ice
3.06M +6.67%
Utilities
Sewage Treatment Facilities
774M +5.50%
Utilities
Sewage Treatment Facilities
22.09M +4.70%
Utilities
Water Supply & Irrigation Systems
261M +2.27%
Utilities
Steam & Air-Conditioning Supply
400M +4.60%
Utilities
Water Supply & Irrigation Systems
8.73M +3.96%
Utilities
Water Supply & Irrigation Systems
773M +3.83%
Consumer Cyclical
Other Textiles & Leather Goods
19.76M +2.61%
Utilities
Other Water Utilities
363M +1.69%
Utilities
Sewage Treatment Facilities
592M +0.99%
Utilities
Other Water Utilities
21.97M 0.00%
Consumer Non-Cyclical
Bottled Water & Ice
2.33M -.--%
Consumer Non-Cyclical
Bottled Water & Ice
529M -1.46%
Utilities
Other Water Utilities
157M -4.37%
Consumer Non-Cyclical
Bottled Water & Ice
214M -5.75%
Utilities
Other Water Utilities
246M -7.14%
Utilities
Other Water Utilities
21.77M -13.64%
Utilities
Sewage Treatment Facilities
462M -14.16%
Utilities
Sewage Treatment Facilities
494M -15.26%
Utilities
Other Water Utilities
38.05M -22.30%

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