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
939M +3.86%
Industrials
Purification & Treatment Equipment
4.2B +16.40%
Industrials
Testing & Measuring Equipment
5.06B -3.04%
Technology
Other Electronic Equipment & Parts
18.43B +2.15%
Industrials
Industrial Valve Manufacturing
9.67B +5.04%
Technology
Other Electronic Equipment & Parts
4.45B +5.96%
Industrials
Other Industrial Machinery & Equipment
6.58B +8.14%
Industrials
Other Industrial Machinery & Equipment
34.11B +2.01%
Industrials
Other Industrial Machinery & Equipment
823M -0.65%
Consumer Cyclical
Other Construction Supplies & Fixtures
7.72B -1.14%
Industrials
Other Industrial Machinery & Equipment
2.32B +6.32%
Consumer Cyclical
Household Appliances
3.83B -9.78%
Industrials
Other Industrial Machinery & Equipment
3.95B +7.89%
Industrials
Industrial Machinery
762M +5.74%
Utilities
Other Water Utilities
10.92B +0.38%
- - 2.43B -
Industrials
Other Environmental Services & Equipment
4.81B +9.80%
Industrials
Heating, Ventilation & Air Conditioning Systems
9.83B +6.55%
Industrials
Pump & Pumping Equipment
4.43B +3.53%
Industrials
Waste Management, Disposal & Recycling Services
74.53M -8.06%
Utilities
Other Water Utilities
2.51B +1.63%
Utilities
Water Supply & Irrigation Systems
5.77B +1.03%
Utilities
Water Supply & Irrigation Systems
1.87B +9.24%
Utilities
Water Supply & Irrigation Systems
25.61B +1.45%
Utilities
Water Supply & Irrigation Systems
3.09B -0.48%
- - 47.54B -
Industrials
Other Industrial Machinery & Equipment
16.89B -0.60%
Consumer Cyclical
Plumbing Fixtures & Fittings
12.22B +8.42%
Industrials
Pump & Pumping Equipment
5.73B +0.68%
Utilities
Other Water Utilities
11.11B -0.36%
Utilities
Other Water Utilities
11.09B +3.65%
Basic Materials
Diversified Chemicals
3.49B +4.29%
Industrials
Industrial Machinery
739M +8.09%
Consumer Cyclical
Other Construction Supplies & Fixtures
4.69B +6.81%
Utilities
Other Water Utilities
16.25B -7.29%
Basic Materials
Other Specialty Chemicals
77.48B +4.44%
Consumer Cyclical
Other Construction Supplies & Fixtures
14.51B +10.69%
Utilities
Water Supply & Irrigation Systems
590M +4.90%
Utilities
Other Multiline Utilities
25.18B +0.50%
Consumer Cyclical
Plumbing Fixtures & Fittings
26.06B +2.87%
Utilities
Other Water Utilities
2.86B +3.59%
Industrials
Pump & Pumping Equipment
14.02B +6.07%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.12B +5.44%
Industrials
Other Construction & Engineering
12.82B +2.18%
Utilities
Other Water Utilities
818M -8.14%
Utilities
Water Supply & Irrigation Systems
549M +18.98%
Utilities
Steam & Air-Conditioning Supply
2.39B -3.81%
Industrials
Pump & Pumping Equipment
1.34B +8.17%
Industrials
Other Environmental Services & Equipment
1.93B +15.86%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.47B +1.90%
Utilities
Other Water Utilities
3.32B +0.95%
Utilities
Other Water Utilities
2.65B +4.87%
Industrials
Other Industrial Machinery & Equipment
5.32B -2.24%
Energy
Oil Related Services
1.22B +11.55%
Utilities
Water Supply & Irrigation Systems
964M +6.53%
Utilities
Water Supply & Irrigation Systems
1.18B +6.54%
Industrials
Agricultural Machinery
1.29B +5.65%
Industrials
Other Environmental Services & Equipment
9.5B +8.99%
Utilities
Steam & Air-Conditioning Supply
2.32B +3.56%
Utilities
Water Supply & Irrigation Systems
253M +4.38%
Utilities
Other Water Utilities
3.02B -2.37%
Basic Materials
Other Commodity Chemicals
3B -7.91%
Utilities
Water Supply & Irrigation Systems
3.26B +4.07%
Consumer Cyclical
Other Appliances, Tools & Housewares
227M -1.59%
Industrials
Other Environmental Services & Equipment
2.11B +3.32%
Utilities
Sewage Treatment Facilities
3.11B +0.89%
Utilities
Other Water Utilities
1.72B 0.00%
Utilities
Other Natural Gas Utilities
2.38B +4.08%
Utilities
Sewage Treatment Facilities
24.27M +14.77%
Consumer Non-Cyclical
Bottled Water & Ice
3.09M +13.33%
Utilities
Water Supply & Irrigation Systems
9.05M +2.97%
Utilities
Water Supply & Irrigation Systems
777M +3.93%
Utilities
Water Supply & Irrigation Systems
262M +1.82%
Utilities
Other Water Utilities
24.87M 0.00%
Utilities
Other Water Utilities
276M +2.05%
Utilities
Other Water Utilities
22.94M +4.17%
Utilities
Steam & Air-Conditioning Supply
723M +3.92%
Utilities
Water Supply & Irrigation Systems
476M +5.81%
Utilities
Sewage Treatment Facilities
647M +2.02%
Utilities
Sewage Treatment Facilities
592M +2.81%
Utilities
Sewage Treatment Facilities
1.26B +1.68%
Consumer Non-Cyclical
Bottled Water & Ice
627M +2.13%
Utilities
Sewage Treatment Facilities
736M +1.77%
Utilities
Sewage Treatment Facilities
1.18B +0.36%
Utilities
Other Water Utilities
356M +1.69%
Utilities
Other Water Utilities
165M -0.26%
Consumer Non-Cyclical
Bottled Water & Ice
2.34M -.--%
Utilities
Other Water Utilities
49.51M -0.72%
Consumer Cyclical
Other Textiles & Leather Goods
18.93M -0.29%
Utilities
Sewage Treatment Facilities
570M -1.97%
Consumer Non-Cyclical
Bottled Water & Ice
530M -0.65%
Consumer Non-Cyclical
Bottled Water & Ice
222M -6.13%
Utilities
Steam & Air-Conditioning Supply
361M -4.60%
Consumer Non-Cyclical
Bottled Water & Ice
4.15M -5.07%
Financials
Shell Companies
1.87M -16.51%
Utilities
Sewage Treatment Facilities
463M -12.65%

News of the components

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Sector allocation

Ratings chart - Surperformance

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