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
959M +2.23%
Industrials
Purification & Treatment Equipment
5.21B +39.14%
Technology
Other Electronic Equipment & Parts
23.41B +29.90%
Industrials
Industrial Valve Manufacturing
9.91B +8.14%
Consumer Cyclical
Household Appliances
4.17B +6.79%
Consumer Cyclical
Other Construction Supplies & Fixtures
8.54B +10.32%
Industrials
Other Industrial Machinery & Equipment
2.46B +8.36%
Consumer Cyclical
Plumbing Fixtures & Fittings
11.15B -0.79%
Utilities
Other Water Utilities
12.85B +13.02%
Utilities
Water Supply & Irrigation Systems
6.85B +25.04%
Consumer Cyclical
Other Construction Supplies & Fixtures
7.44B +65.55%
Utilities
Other Water Utilities
22.29B +14.96%
- - 2.61B -
Industrials
Other Industrial Machinery & Equipment
742M -11.48%
Industrials
Other Environmental Services & Equipment
6.04B +40.78%
- - 46.8B -
Industrials
Other Industrial Machinery & Equipment
27.03B -17.48%
Utilities
Water Supply & Irrigation Systems
4.21B +21.74%
Industrials
Testing & Measuring Equipment
3.46B -31.41%
Industrials
Other Industrial Machinery & Equipment
12.41B -26.84%
Industrials
Other Industrial Machinery & Equipment
4.13B +9.40%
Technology
Other Electronic Equipment & Parts
3.63B -11.94%
Industrials
Other Industrial Machinery & Equipment
6.46B -0.68%
Utilities
Other Water Utilities
12.91B +17.25%
Industrials
Heating, Ventilation & Air Conditioning Systems
8.08B -12.40%
Utilities
Water Supply & Irrigation Systems
24.42B -3.69%
Industrials
Pump & Pumping Equipment
4.39B +3.30%
Industrials
Pump & Pumping Equipment
4.49B -22.74%
Industrials
Pump & Pumping Equipment
2.04B +63.10%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.12B -11.85%
Utilities
Other Water Utilities
2.23B -9.28%
Utilities
Water Supply & Irrigation Systems
2.43B +17.35%
Basic Materials
Diversified Chemicals
2.99B -11.29%
Industrials
Pump & Pumping Equipment
16.06B +20.61%
Basic Materials
Other Specialty Chemicals
71.55B -4.60%
Consumer Cyclical
Other Construction Supplies & Fixtures
14.24B +11.44%
Industrials
Other Construction & Engineering
10.42B -16.76%
Industrials
Waste Management, Disposal & Recycling Services
74.97M -17.56%
Utilities
Other Multiline Utilities
30.87B +16.52%
Utilities
Other Water Utilities
10.63B -1.77%
Utilities
Steam & Air-Conditioning Supply
2.1B -13.97%
Consumer Cyclical
Plumbing Fixtures & Fittings
22.22B -16.85%
Industrials
Industrial Machinery
1.09B +55.42%
Utilities
Other Water Utilities
975M +12.17%
Utilities
Other Natural Gas Utilities
2.55B +9.18%
Utilities
Other Water Utilities
3.46B +2.18%
Consumer Cyclical
Plumbing Fixtures & Fittings
1.72B -17.88%
Industrials
Other Environmental Services & Equipment
7.86B -12.15%
Utilities
Water Supply & Irrigation Systems
480M -6.71%
Energy
Oil Related Services
2.09B +66.54%
Utilities
Water Supply & Irrigation Systems
960M +3.04%
Utilities
Other Water Utilities
2.6B -0.74%
Utilities
Water Supply & Irrigation Systems
527M -6.12%
Basic Materials
Other Commodity Chemicals
2.16B -38.55%
Utilities
Water Supply & Irrigation Systems
3.63B +17.48%
Industrials
Other Industrial Machinery & Equipment
4.65B -17.65%
Consumer Cyclical
Other Appliances, Tools & Housewares
204M -13.42%
Utilities
Water Supply & Irrigation Systems
1.05B -1.54%
Industrials
Agricultural Machinery
1.14B -7.81%
Industrials
Other Environmental Services & Equipment
2.09B 0.00%
Industrials
Industrial Machinery
471M -34.43%
Utilities
Other Water Utilities
1.91B +11.22%
Utilities
Sewage Treatment Facilities
3.15B +0.67%
Utilities
Other Water Utilities
2.94B -5.86%
Utilities
Water Supply & Irrigation Systems
203M -17.04%
Utilities
Water Supply & Irrigation Systems
396M -14.35%
Utilities
Sewage Treatment Facilities
1.32B +5.72%
Utilities
Steam & Air-Conditioning Supply
2.26B -1.14%
Utilities
Other Water Utilities
3.03B +6.77%
Financials
Shell Companies
4.73M +144.04%
Consumer Non-Cyclical
Bottled Water & Ice
792M +47.81%
Utilities
Steam & Air-Conditioning Supply
1.04B +49.77%
Utilities
Steam & Air-Conditioning Supply
541M +48.01%
Consumer Non-Cyclical
Bottled Water & Ice
5.06M +16.59%
Utilities
Water Supply & Irrigation Systems
182M +11.05%
Utilities
Water Supply & Irrigation Systems
273M +0.45%
Utilities
Other Water Utilities
280M +4.82%
Utilities
Sewage Treatment Facilities
624M +2.82%
Utilities
Sewage Treatment Facilities
21.64M +2.68%
Utilities
Sewage Treatment Facilities
1.21B +1.20%
Utilities
Sewage Treatment Facilities
650M +1.41%
Utilities
Water Supply & Irrigation Systems
760M +0.87%
Consumer Non-Cyclical
Bottled Water & Ice
831M +5.02%
Consumer Non-Cyclical
Bottled Water & Ice
2.27M -.--%
Utilities
Sewage Treatment Facilities
739M -0.39%
Utilities
Other Water Utilities
346M -4.52%
Utilities
Water Supply & Irrigation Systems
8.1M -4.95%
Consumer Cyclical
Other Textiles & Leather Goods
18.12M -6.53%
Industrials
Other Environmental Services & Equipment
1.62B -12.76%
Consumer Non-Cyclical
Bottled Water & Ice
2.56M -13.33%
Utilities
Sewage Treatment Facilities
468M -13.20%
Consumer Non-Cyclical
Bottled Water & Ice
193M -15.33%
Utilities
Other Water Utilities
41.9M -16.55%
Industrials
Other Construction & Engineering
17.99M -17.36%
Utilities
Other Water Utilities
17.26M -31.82%
Utilities
Sewage Treatment Facilities
375M -38.96%

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