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
995M +6.98%
Industrials
Purification & Treatment Equipment
4.81B +27.60%
Industrials
Testing & Measuring Equipment
5.06B -1.57%
Technology
Other Electronic Equipment & Parts
18.69B +4.52%
Industrials
Industrial Valve Manufacturing
9.92B +7.71%
Technology
Other Electronic Equipment & Parts
4.49B +7.73%
Industrials
Other Industrial Machinery & Equipment
35.58B +7.31%
Industrials
Other Industrial Machinery & Equipment
801M -2.84%
Consumer Cyclical
Other Construction Supplies & Fixtures
7.91B +1.68%
Industrials
Other Industrial Machinery & Equipment
2.4B +7.93%
Consumer Cyclical
Household Appliances
3.68B -12.43%
Industrials
Other Industrial Machinery & Equipment
4.11B +10.45%
Industrials
Industrial Machinery
758M +6.00%
Utilities
Other Water Utilities
11.18B +2.60%
Industrials
Other Industrial Machinery & Equipment
7.05B +13.84%
- - 2.46B -
Industrials
Other Environmental Services & Equipment
5.06B +15.20%
Industrials
Heating, Ventilation & Air Conditioning Systems
10.09B +8.37%
Industrials
Pump & Pumping Equipment
4.47B +5.21%
Industrials
Waste Management, Disposal & Recycling Services
75.65M -5.73%
Utilities
Other Water Utilities
2.53B +2.71%
Utilities
Water Supply & Irrigation Systems
5.79B +1.77%
Utilities
Water Supply & Irrigation Systems
1.92B +9.43%
Utilities
Water Supply & Irrigation Systems
26.02B +2.18%
Utilities
Water Supply & Irrigation Systems
3.19B +3.03%
- - 48.69B -
Industrials
Other Industrial Machinery & Equipment
17.56B +3.03%
Consumer Cyclical
Plumbing Fixtures & Fittings
12.39B +9.99%
Industrials
Pump & Pumping Equipment
5.95B +3.16%
Utilities
Other Water Utilities
11.42B +1.65%
Utilities
Other Water Utilities
11.27B +3.81%
Basic Materials
Diversified Chemicals
3.54B +4.19%
Industrials
Industrial Machinery
888M +23.70%
Consumer Cyclical
Other Construction Supplies & Fixtures
4.91B +9.00%
Utilities
Other Water Utilities
16.19B -7.29%
Basic Materials
Other Specialty Chemicals
78.48B +5.54%
Consumer Cyclical
Other Construction Supplies & Fixtures
14.64B +11.05%
Utilities
Water Supply & Irrigation Systems
597M +6.15%
Utilities
Other Multiline Utilities
25.3B +0.34%
Consumer Cyclical
Plumbing Fixtures & Fittings
25.21B -0.94%
Utilities
Other Water Utilities
2.94B +4.82%
Industrials
Pump & Pumping Equipment
14.74B +10.67%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.07B -3.37%
Industrials
Other Construction & Engineering
12.95B +3.01%
Utilities
Other Water Utilities
823M -8.02%
Utilities
Water Supply & Irrigation Systems
575M +23.35%
Utilities
Steam & Air-Conditioning Supply
2.36B -3.17%
Industrials
Other Environmental Services & Equipment
2.18B +21.46%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.51B +1.77%
Energy
Oil Related Services
1.24B +12.36%
Utilities
Other Water Utilities
3.44B +3.32%
Industrials
Other Industrial Machinery & Equipment
5.46B -0.19%
Industrials
Pump & Pumping Equipment
1.39B +10.85%
Utilities
Other Water Utilities
2.72B +5.40%
Utilities
Water Supply & Irrigation Systems
999M +8.01%
Utilities
Water Supply & Irrigation Systems
1.13B +4.04%
Industrials
Agricultural Machinery
1.3B +5.55%
Industrials
Other Environmental Services & Equipment
9.73B +11.12%
Utilities
Steam & Air-Conditioning Supply
2.33B +3.84%
Basic Materials
Other Commodity Chemicals
3.44B +6.15%
Utilities
Water Supply & Irrigation Systems
254M +4.73%
Utilities
Other Water Utilities
2.99B -2.09%
Utilities
Water Supply & Irrigation Systems
3.25B +2.44%
Consumer Cyclical
Other Appliances, Tools & Housewares
241M +1.99%
Industrials
Other Environmental Services & Equipment
2.11B +3.32%
Utilities
Other Water Utilities
1.72B +0.86%
Utilities
Sewage Treatment Facilities
3.1B +0.67%
Utilities
Other Natural Gas Utilities
2.43B +5.10%
Utilities
Sewage Treatment Facilities
24.56M +16.11%
Consumer Non-Cyclical
Bottled Water & Ice
2.91M +6.67%
Utilities
Water Supply & Irrigation Systems
490M +6.60%
Utilities
Other Water Utilities
280M +5.82%
Utilities
Other Water Utilities
24.89M 0.00%
Utilities
Water Supply & Irrigation Systems
260M +1.82%
Utilities
Other Water Utilities
22.95M +4.17%
Utilities
Steam & Air-Conditioning Supply
725M +4.15%
Utilities
Water Supply & Irrigation Systems
760M +3.17%
Utilities
Sewage Treatment Facilities
747M +2.95%
Utilities
Sewage Treatment Facilities
1.26B +2.69%
Utilities
Sewage Treatment Facilities
644M +2.42%
Consumer Non-Cyclical
Bottled Water & Ice
630M +2.13%
Utilities
Water Supply & Irrigation Systems
8.56M +1.98%
Utilities
Other Water Utilities
360M +1.69%
Utilities
Sewage Treatment Facilities
1.18B +1.68%
Consumer Non-Cyclical
Bottled Water & Ice
4.45M +1.25%
Utilities
Other Water Utilities
49.59M 0.00%
Consumer Non-Cyclical
Bottled Water & Ice
2.34M -.--%
Utilities
Sewage Treatment Facilities
577M 0.00%
Consumer Cyclical
Other Textiles & Leather Goods
19.18M -0.15%
Utilities
Other Water Utilities
163M -0.77%
Consumer Non-Cyclical
Bottled Water & Ice
531M -1.46%
Utilities
Sewage Treatment Facilities
568M -2.12%
Utilities
Steam & Air-Conditioning Supply
364M -3.83%
Consumer Non-Cyclical
Bottled Water & Ice
214M -5.75%
Utilities
Sewage Treatment Facilities
462M -13.40%
Financials
Shell Companies
1.72M -17.89%

News of the components

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Sector allocation

Ratings chart - Surperformance

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