Investment Themes

Water

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
990M +8.62%
Industrials
Purification & Treatment Equipment
2.35B -31.49%
Industrials
Industrial Valve Manufacturing
12B +30.18%
Consumer Cyclical
Other Construction Supplies & Fixtures
5.79B +33.13%
- - 50.28B -
Consumer Cyclical
Household Appliances
5.18B +14.61%
Industrials
Other Environmental Services & Equipment
3.55B -14.97%
Consumer Cyclical
Other Construction Supplies & Fixtures
7.46B -2.17%
Industrials
Other Industrial Machinery & Equipment
2.15B -1.88%
Industrials
Industrial Machinery
522M -20.41%
Technology
Other Electronic Equipment & Parts
17.41B -1.92%
Industrials
Pump & Pumping Equipment
4.28B +2.29%
Utilities
Water Supply & Irrigation Systems
6.87B +21.50%
Energy
Oil Related Services
1.94B +45.53%
Industrials
Other Industrial Machinery & Equipment
653M -16.77%
Industrials
Other Industrial Machinery & Equipment
3.8B +2.27%
Technology
Other Electronic Equipment & Parts
4.38B +7.24%
Utilities
Water Supply & Irrigation Systems
3.56B +20.74%
Industrials
Other Industrial Machinery & Equipment
7.52B +23.27%
Utilities
Other Water Utilities
17.6B +2.83%
Industrials
Pump & Pumping Equipment
17.33B +33.13%
Industrials
Other Industrial Machinery & Equipment
22.76B -28.89%
Industrials
Testing & Measuring Equipment
4.55B -9.65%
Consumer Cyclical
Plumbing Fixtures & Fittings
9.67B -11.10%
Utilities
Other Water Utilities
13.45B +18.25%
Utilities
Water Supply & Irrigation Systems
29.71B +15.22%
- - 1.79B -
Consumer Cyclical
Other Construction Supplies & Fixtures
16.56B +33.63%
Industrials
Other Industrial Machinery & Equipment
11.21B -33.14%
Industrials
Pump & Pumping Equipment
4.56B -16.84%
Utilities
Other Water Utilities
1.34B +54.22%
Industrials
Pump & Pumping Equipment
1.87B +46.99%
Consumer Cyclical
Plumbing Fixtures & Fittings
23.11B -3.87%
Utilities
Other Water Utilities
2.02B -9.92%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.76B -3.77%
Basic Materials
Other Specialty Chemicals
86.03B +16.57%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.33B +20.08%
Utilities
Other Multiline Utilities
28.3B +15.38%
Basic Materials
Diversified Chemicals
2.54B -20.33%
Utilities
Water Supply & Irrigation Systems
3B +26.66%
Utilities
Other Water Utilities
12.92B +17.75%
Utilities
Other Water Utilities
15.41B +29.15%
Utilities
Other Water Utilities
3.15B +15.51%
Industrials
Other Construction & Engineering
9.02B -25.91%
Utilities
Other Natural Gas Utilities
2.33B +1.02%
Consumer Cyclical
Other Appliances, Tools & Housewares
254M +8.35%
Industrials
Other Environmental Services & Equipment
10.52B +21.20%
Utilities
Other Water Utilities
3.26B +1.67%
Utilities
Water Supply & Irrigation Systems
1.14B +16.56%
Utilities
Water Supply & Irrigation Systems
526M -0.41%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.11B -12.03%
Utilities
Steam & Air-Conditioning Supply
1.73B -29.21%
Industrials
Other Industrial Machinery & Equipment
5.73B +8.30%
Utilities
Other Water Utilities
3.21B -36.11%
Utilities
Water Supply & Irrigation Systems
1.84B -41.26%
Utilities
Water Supply & Irrigation Systems
790M -26.06%
Industrials
Agricultural Machinery
1.12B -7.32%
Industrials
Waste Management, Disposal & Recycling Services
86.83M +0.90%
Utilities
Sewage Treatment Facilities
2.99B -8.05%
Industrials
Other Environmental Services & Equipment
1.77B -17.60%
Utilities
Steam & Air-Conditioning Supply
1.74B -26.60%
Industrials
Industrial Machinery
375M -45.66%
Utilities
Sewage Treatment Facilities
1.21B -4.88%
Utilities
Other Water Utilities
1.7B -8.20%
Utilities
Water Supply & Irrigation Systems
210M -17.99%
Utilities
Water Supply & Irrigation Systems
319M -40.64%
Utilities
Other Water Utilities
3.57B +24.03%
Financials
Shell Companies
6.74M +207.80%
Consumer Non-Cyclical
Bottled Water & Ice
946M +87.36%
Utilities
Water Supply & Irrigation Systems
184M +16.71%
Consumer Non-Cyclical
Bottled Water & Ice
908M +9.88%
Utilities
Sewage Treatment Facilities
22.59M +0.67%
Utilities
Steam & Air-Conditioning Supply
765M +5.76%
Utilities
Water Supply & Irrigation Systems
243M -1.36%
Utilities
Steam & Air-Conditioning Supply
398M 0.00%
Consumer Non-Cyclical
Bottled Water & Ice
2.82M -6.67%
Consumer Non-Cyclical
Bottled Water & Ice
2.18M -.--%
Utilities
Other Water Utilities
267M -0.45%
Utilities
Other Water Utilities
23.71M -10.00%
Utilities
Other Water Utilities
326M -6.21%
Utilities
Sewage Treatment Facilities
601M -9.27%
Utilities
Water Supply & Irrigation Systems
7.35M -9.41%
Consumer Non-Cyclical
Bottled Water & Ice
3.75M -11.88%
Utilities
Sewage Treatment Facilities
1.04B -14.54%
Utilities
Sewage Treatment Facilities
647M -14.34%
Utilities
Other Water Utilities
38.14M -17.27%
Utilities
Water Supply & Irrigation Systems
628M -18.47%
Utilities
Sewage Treatment Facilities
450M -15.53%
Utilities
Sewage Treatment Facilities
477M -21.02%
Utilities
Water Supply & Irrigation Systems
443M -25.70%
Industrials
Other Environmental Services & Equipment
1.37B -24.09%
Consumer Cyclical
Other Textiles & Leather Goods
14.08M -25.40%
Consumer Non-Cyclical
Bottled Water & Ice
139M -37.16%
Utilities
Sewage Treatment Facilities
290M -52.61%
Utilities
Other Water Utilities
10.19M -56.25%
Basic Materials
Other Commodity Chemicals
1.03B -67.91%

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