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
Other Industrial Machinery & Equipment
6.52B +19.69%
Industrials
Water & Sewage Construction
655M +19.14%
Industrials
Purification & Treatment Equipment
2.51B -1.22%
Industrials
Other Industrial Machinery & Equipment
2.34B -27.81%
Industrials
Testing & Measuring Equipment
7.23B +15.33%
Technology
Other Electronic Equipment & Parts
5.59B +13.18%
Utilities
Other Water Utilities
10.79B +11.41%
Consumer Cyclical
Household Appliances
4.89B +40.21%
Technology
Other Electronic Equipment & Parts
15.45B +16.03%
Industrials
Industrial Valve Manufacturing
8.17B +18.96%
Industrials
Other Industrial Machinery & Equipment
3.78B +6.00%
Utilities
Other Water Utilities
11.08B +8.77%
Consumer Cyclical
Other Construction Supplies & Fixtures
4.3B -3.18%
Basic Materials
Diversified Chemicals
3.53B +0.61%
Industrials
Other Environmental Services & Equipment
4.12B -3.59%
Industrials
Pump & Pumping Equipment
3.96B -11.42%
Industrials
Other Industrial Machinery & Equipment
16.32B -1.72%
Industrials
Waste Management, Disposal & Recycling Services
57.43M +2.32%
Industrials
Industrial Machinery
691M -14.49%
Utilities
Water Supply & Irrigation Systems
27.42B +13.52%
Utilities
Water Supply & Irrigation Systems
1.66B +20.46%
Industrials
Other Industrial Machinery & Equipment
767M +1.66%
Industrials
Other Industrial Machinery & Equipment
30.91B +9.72%
- - 42.08B -
Industrials
Heating, Ventilation & Air Conditioning Systems
9.3B -5.81%
Consumer Cyclical
Other Construction Supplies & Fixtures
6.11B -3.38%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.25B -11.55%
Industrials
Other Construction & Engineering
14.81B +4.97%
Utilities
Other Water Utilities
10.68B +5.62%
Utilities
Water Supply & Irrigation Systems
1.83B +8.63%
Utilities
Other Water Utilities
14.25B +30.89%
Industrials
Agricultural Machinery
1.49B +15.20%
Utilities
Other Multiline Utilities
25.7B +12.73%
Utilities
Other Water Utilities
2.13B +11.85%
Consumer Cyclical
Plumbing Fixtures & Fittings
26.63B +25.73%
Energy
Oil Related Services
965M -30.51%
Industrials
Pump & Pumping Equipment
13.84B -12.80%
Basic Materials
Other Specialty Chemicals
75.96B +15.63%
Industrials
Industrial Machinery
635M +5.32%
Industrials
Pump & Pumping Equipment
4.38B -18.10%
Utilities
Other Water Utilities
1.15B -4.21%
Consumer Cyclical
Plumbing Fixtures & Fittings
9.09B -0.01%
Industrials
Pump & Pumping Equipment
979M -3.11%
Utilities
Water Supply & Irrigation Systems
236M -45.58%
Utilities
Steam & Air-Conditioning Supply
2.12B -11.67%
Utilities
Other Water Utilities
3.01B +1.11%
Utilities
Water Supply & Irrigation Systems
5.49B -0.89%
Consumer Cyclical
Other Construction Supplies & Fixtures
13.47B -12.04%
Utilities
Water Supply & Irrigation Systems
1.84B +23.13%
Utilities
Water Supply & Irrigation Systems
1.02B +8.44%
Utilities
Water Supply & Irrigation Systems
1.31B +24.46%
Industrials
Other Environmental Services & Equipment
2.28B -11.26%
Utilities
Sewage Treatment Facilities
884M +50.31%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.24B -5.53%
Utilities
Other Water Utilities
2.78B +2.98%
Industrials
Other Industrial Machinery & Equipment
6.52B -6.41%
Consumer Cyclical
Other Appliances, Tools & Housewares
212M +8.02%
Utilities
Other Water Utilities
3.17B -16.56%
Utilities
Steam & Air-Conditioning Supply
1.85B +3.66%
Utilities
Water Supply & Irrigation Systems
449M +9.08%
Utilities
Other Water Utilities
3.08B -1.45%
Industrials
Other Environmental Services & Equipment
9.39B -9.01%
Utilities
Other Water Utilities
1.72B -4.42%
Utilities
Water Supply & Irrigation Systems
293M -7.22%
Utilities
Water Supply & Irrigation Systems
3.19B -2.39%
Utilities
Other Natural Gas Utilities
1.85B -12.22%
Basic Materials
Other Commodity Chemicals
1.96B +30.75%
Utilities
Sewage Treatment Facilities
3.19B -4.08%
Consumer Non-Cyclical
Bottled Water & Ice
3.1M +43.75%
Utilities
Sewage Treatment Facilities
266M +17.57%
Consumer Non-Cyclical
Bottled Water & Ice
383M +15.93%
Consumer Non-Cyclical
Bottled Water & Ice
266M +8.27%
Utilities
Steam & Air-Conditioning Supply
712M +9.22%
Utilities
Water Supply & Irrigation Systems
800M +9.81%
Consumer Cyclical
Other Textiles & Leather Goods
19.62M +12.82%
Utilities
Water Supply & Irrigation Systems
253M +4.90%
Utilities
Other Water Utilities
143M +5.59%
Utilities
Sewage Treatment Facilities
653M +6.55%
Utilities
Other Water Utilities
49.16M +5.26%
Utilities
Sewage Treatment Facilities
458M +3.05%
Utilities
Sewage Treatment Facilities
594M +1.26%
Utilities
Water Supply & Irrigation Systems
470M -0.15%
Utilities
Sewage Treatment Facilities
1.17B -0.50%
Utilities
Sewage Treatment Facilities
731M -4.46%
Utilities
Other Water Utilities
307M -0.63%
Utilities
Sewage Treatment Facilities
1.12B -4.81%
Utilities
Steam & Air-Conditioning Supply
375M -7.71%
Consumer Non-Cyclical
Bottled Water & Ice
590M -7.38%
Utilities
Sewage Treatment Facilities
20.88M -20.99%
Utilities
Water Supply & Irrigation Systems
8.6M -9.91%
Utilities
Other Water Utilities
21.49M -15.38%
Utilities
Other Water Utilities
259M -16.01%
Consumer Non-Cyclical
Bottled Water & Ice
2.12M -20.00%
Utilities
Other Water Utilities
26.75M -22.81%
Consumer Non-Cyclical
Bottled Water & Ice
6.18M -25.31%
Consumer Non-Cyclical
Bottled Water & Ice
1.95M -47.62%

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Ratings chart - Surperformance

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