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
1.02B +10.10%
Industrials
Purification & Treatment Equipment
4.6B +22.08%
Technology
Other Electronic Equipment & Parts
23.13B +27.70%
Industrials
Industrial Valve Manufacturing
10.1B +9.58%
- - 2.48B -
Industrials
Other Environmental Services & Equipment
5.59B +27.28%
Industrials
Other Industrial Machinery & Equipment
29.45B -11.07%
Industrials
Other Industrial Machinery & Equipment
2.46B +10.56%
Consumer Cyclical
Other Construction Supplies & Fixtures
8B +2.71%
Consumer Cyclical
Plumbing Fixtures & Fittings
11.95B +5.90%
Technology
Other Electronic Equipment & Parts
4.36B +6.00%
Utilities
Other Water Utilities
12.86B +12.98%
Consumer Cyclical
Other Construction Supplies & Fixtures
5.74B +27.41%
Utilities
Other Water Utilities
23.72B +26.66%
Industrials
Other Industrial Machinery & Equipment
801M -4.52%
Utilities
Water Supply & Irrigation Systems
4.36B +30.58%
- - 50.64B -
Industrials
Testing & Measuring Equipment
3.37B -33.75%
Consumer Cyclical
Household Appliances
3.97B -4.14%
Industrials
Other Industrial Machinery & Equipment
14.72B -12.54%
Industrials
Other Industrial Machinery & Equipment
4.55B +22.04%
Utilities
Water Supply & Irrigation Systems
6.69B +17.97%
Industrials
Other Industrial Machinery & Equipment
7.14B +11.94%
Utilities
Other Water Utilities
12.48B +13.11%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.96B -3.08%
Industrials
Pump & Pumping Equipment
4.82B -17.32%
Utilities
Water Supply & Irrigation Systems
2.43B +18.49%
Utilities
Water Supply & Irrigation Systems
25.7B +0.85%
Basic Materials
Diversified Chemicals
3.4B +0.10%
Basic Materials
Other Specialty Chemicals
77.61B +4.68%
Consumer Cyclical
Other Construction Supplies & Fixtures
13.51B +4.92%
Industrials
Pump & Pumping Equipment
4.49B +6.44%
Consumer Cyclical
Other Construction Supplies & Fixtures
2.94B -14.73%
Utilities
Other Multiline Utilities
30.69B +19.62%
Utilities
Other Water Utilities
11.05B +1.67%
Utilities
Other Water Utilities
2.45B -2.20%
Industrials
Pump & Pumping Equipment
15.28B +15.72%
Industrials
Other Construction & Engineering
11.2B -9.15%
Industrials
Waste Management, Disposal & Recycling Services
77.56M -10.22%
Utilities
Steam & Air-Conditioning Supply
2.24B -7.94%
Consumer Cyclical
Plumbing Fixtures & Fittings
23.71B -9.55%
Industrials
Industrial Machinery
896M +24.71%
Consumer Cyclical
Plumbing Fixtures & Fittings
1.6B -23.06%
Utilities
Other Water Utilities
936M +6.61%
Industrials
Pump & Pumping Equipment
1.8B +42.95%
Utilities
Other Natural Gas Utilities
2.59B +10.20%
Utilities
Other Water Utilities
3.46B +2.65%
Industrials
Other Environmental Services & Equipment
8.24B -5.75%
Utilities
Water Supply & Irrigation Systems
480M -5.53%
Energy
Oil Related Services
1.81B +41.35%
Utilities
Other Water Utilities
2.69B +3.76%
Utilities
Water Supply & Irrigation Systems
953M +1.77%
Industrials
Agricultural Machinery
1.13B -8.13%
Utilities
Water Supply & Irrigation Systems
519M -7.79%
Utilities
Other Water Utilities
2.88B -7.67%
Utilities
Water Supply & Irrigation Systems
3.45B +9.35%
Industrials
Other Industrial Machinery & Equipment
4.65B -17.50%
Consumer Cyclical
Other Appliances, Tools & Housewares
205M -13.32%
Utilities
Water Supply & Irrigation Systems
1.03B -4.81%
Industrials
Other Environmental Services & Equipment
2.14B +2.55%
Industrials
Industrial Machinery
559M -21.57%
Utilities
Other Water Utilities
1.85B +6.04%
Utilities
Steam & Air-Conditioning Supply
2.15B -6.26%
Utilities
Water Supply & Irrigation Systems
222M -8.64%
Basic Materials
Other Commodity Chemicals
2.74B -17.16%
Utilities
Water Supply & Irrigation Systems
404M -13.73%
Utilities
Sewage Treatment Facilities
1.28B +2.19%
Utilities
Sewage Treatment Facilities
3.07B -2.46%
Utilities
Other Water Utilities
2.97B +4.75%
Financials
Shell Companies
3.2M +50.00%
Utilities
Steam & Air-Conditioning Supply
921M +29.49%
Consumer Non-Cyclical
Bottled Water & Ice
5.18M +20.34%
Utilities
Steam & Air-Conditioning Supply
438M +13.19%
Utilities
Sewage Treatment Facilities
23.62M +12.08%
Consumer Non-Cyclical
Bottled Water & Ice
914M +11.09%
Utilities
Water Supply & Irrigation Systems
270M +4.09%
Consumer Non-Cyclical
Bottled Water & Ice
563M +6.32%
Utilities
Other Water Utilities
276M +4.28%
Utilities
Other Water Utilities
369M +2.82%
Consumer Non-Cyclical
Bottled Water & Ice
2.94M 0.00%
Consumer Non-Cyclical
Bottled Water & Ice
2.3M -.--%
Utilities
Sewage Treatment Facilities
592M -0.14%
Utilities
Water Supply & Irrigation Systems
750M -0.33%
Utilities
Other Water Utilities
165M -0.77%
Utilities
Water Supply & Irrigation Systems
8.42M -1.49%
Utilities
Sewage Treatment Facilities
1.17B -1.56%
Consumer Cyclical
Other Textiles & Leather Goods
18.84M -1.89%
Utilities
Sewage Treatment Facilities
622M -3.23%
Utilities
Sewage Treatment Facilities
710M -4.32%
Industrials
Other Environmental Services & Equipment
1.72B -5.82%
Consumer Non-Cyclical
Bottled Water & Ice
209M -8.05%
Utilities
Other Water Utilities
21.36M -17.27%
Utilities
Other Water Utilities
41.36M -17.99%
Utilities
Other Water Utilities
17.83M -18.75%
Utilities
Sewage Treatment Facilities
442M -18.90%
Utilities
Sewage Treatment Facilities
428M -27.31%

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