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
973M +3.57%
Industrials
Purification & Treatment Equipment
4.65B +25.97%
Industrials
Testing & Measuring Equipment
5.01B -2.45%
Technology
Other Electronic Equipment & Parts
18.82B +4.86%
Industrials
Industrial Valve Manufacturing
10.04B +9.09%
Technology
Other Electronic Equipment & Parts
4.44B +6.60%
Industrials
Other Industrial Machinery & Equipment
34.51B +4.10%
Industrials
Other Industrial Machinery & Equipment
777M -6.58%
Consumer Cyclical
Other Construction Supplies & Fixtures
7.83B +0.65%
Industrials
Other Industrial Machinery & Equipment
2.37B +6.58%
Consumer Cyclical
Household Appliances
3.73B -11.74%
Industrials
Other Industrial Machinery & Equipment
4.17B +11.96%
Industrials
Industrial Machinery
764M +6.86%
Utilities
Other Water Utilities
11.09B +1.42%
Industrials
Other Industrial Machinery & Equipment
7.03B +12.21%
- - 2.51B -
Industrials
Other Environmental Services & Equipment
4.97B +15.77%
Industrials
Heating, Ventilation & Air Conditioning Systems
10.06B +8.01%
Industrials
Pump & Pumping Equipment
4.47B +5.22%
Industrials
Waste Management, Disposal & Recycling Services
75.07M -7.71%
Utilities
Other Water Utilities
2.61B +4.34%
Utilities
Water Supply & Irrigation Systems
5.81B +4.12%
Utilities
Water Supply & Irrigation Systems
1.89B +7.86%
Utilities
Water Supply & Irrigation Systems
25.56B +0.38%
Utilities
Water Supply & Irrigation Systems
3.34B +6.76%
- - 48.76B -
Industrials
Other Industrial Machinery & Equipment
17.53B +2.89%
Consumer Cyclical
Plumbing Fixtures & Fittings
12.22B +8.51%
Industrials
Pump & Pumping Equipment
5.79B -0.38%
Utilities
Other Water Utilities
11.55B +2.40%
Utilities
Other Water Utilities
11.1B +2.27%
Basic Materials
Diversified Chemicals
3.46B +1.17%
Industrials
Industrial Machinery
867M +22.69%
Consumer Cyclical
Other Construction Supplies & Fixtures
4.89B +19.13%
Utilities
Other Water Utilities
17.29B -1.93%
Basic Materials
Other Specialty Chemicals
79.27B +6.61%
Consumer Cyclical
Other Construction Supplies & Fixtures
14.58B +10.59%
Utilities
Water Supply & Irrigation Systems
587M +4.42%
Utilities
Other Multiline Utilities
25.13B -1.14%
Consumer Cyclical
Plumbing Fixtures & Fittings
24.82B -3.55%
Utilities
Other Water Utilities
2.89B +2.83%
Industrials
Pump & Pumping Equipment
14.9B +11.87%
Consumer Cyclical
Plumbing Fixtures & Fittings
1.91B -3.11%
Industrials
Other Construction & Engineering
12.51B +1.49%
Utilities
Other Water Utilities
747M -15.57%
Utilities
Water Supply & Irrigation Systems
555M +19.07%
Utilities
Steam & Air-Conditioning Supply
2.37B -2.86%
Industrials
Other Environmental Services & Equipment
2.07B +15.62%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.43B -0.61%
Energy
Oil Related Services
1.29B +17.21%
Utilities
Other Water Utilities
3.46B +3.41%
Industrials
Other Industrial Machinery & Equipment
5.26B -4.94%
Industrials
Pump & Pumping Equipment
1.41B +12.36%
Utilities
Other Water Utilities
2.66B +3.02%
Utilities
Water Supply & Irrigation Systems
978M +5.75%
Utilities
Water Supply & Irrigation Systems
1.14B +5.96%
Industrials
Agricultural Machinery
1.31B +6.66%
Industrials
Other Environmental Services & Equipment
9.59B +9.42%
Utilities
Steam & Air-Conditioning Supply
2.35B +4.69%
Basic Materials
Other Commodity Chemicals
3.84B +18.34%
Utilities
Water Supply & Irrigation Systems
251M +3.43%
Utilities
Other Water Utilities
3.11B +1.81%
Utilities
Water Supply & Irrigation Systems
3.32B +8.13%
Consumer Cyclical
Other Appliances, Tools & Housewares
234M 0.00%
Industrials
Other Environmental Services & Equipment
2.13B +4.59%
Utilities
Other Water Utilities
1.79B +4.64%
Utilities
Sewage Treatment Facilities
3.13B +1.57%
Utilities
Other Natural Gas Utilities
2.44B +4.08%
Utilities
Sewage Treatment Facilities
24.99M +21.48%
Utilities
Sewage Treatment Facilities
626M +8.43%
Utilities
Steam & Air-Conditioning Supply
751M +7.83%
Utilities
Other Water Utilities
23.57M +6.94%
Consumer Non-Cyclical
Bottled Water & Ice
2.95M +6.67%
Utilities
Water Supply & Irrigation Systems
486M +5.65%
Utilities
Other Water Utilities
284M +7.37%
Utilities
Sewage Treatment Facilities
664M +5.65%
Utilities
Sewage Treatment Facilities
1.28B +4.88%
Utilities
Sewage Treatment Facilities
760M +4.72%
Utilities
Water Supply & Irrigation Systems
8.68M +2.48%
Utilities
Water Supply & Irrigation Systems
767M +4.04%
Utilities
Water Supply & Irrigation Systems
260M +0.91%
Utilities
Sewage Treatment Facilities
1.2B +3.37%
Consumer Cyclical
Other Textiles & Leather Goods
19.64M +3.63%
Consumer Non-Cyclical
Bottled Water & Ice
645M +3.34%
Utilities
Other Water Utilities
357M +0.56%
Consumer Non-Cyclical
Bottled Water & Ice
4.16M -3.28%
Consumer Non-Cyclical
Bottled Water & Ice
2.33M -.--%
Consumer Non-Cyclical
Bottled Water & Ice
531M -0.97%
Utilities
Sewage Treatment Facilities
573M -1.27%
Utilities
Steam & Air-Conditioning Supply
374M -1.23%
Utilities
Other Water Utilities
164M -0.77%
Consumer Non-Cyclical
Bottled Water & Ice
221M -2.68%
Utilities
Other Water Utilities
23.02M 0.00%
Utilities
Other Water Utilities
44.32M -11.51%
Utilities
Sewage Treatment Facilities
472M -11.55%
Financials
Shell Companies
1.86M -13.30%

News of the components

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Sector allocation

Ratings chart - Surperformance

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