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
929M +2.67%
Industrials
Purification & Treatment Equipment
5.01B +41.99%
Technology
Other Electronic Equipment & Parts
19.6B +10.01%
Industrials
Industrial Valve Manufacturing
11.23B +21.85%
Consumer Cyclical
Household Appliances
4.22B +5.64%
Industrials
Other Industrial Machinery & Equipment
2.31B +3.42%
Consumer Cyclical
Other Construction Supplies & Fixtures
8.07B +4.04%
Industrials
Other Industrial Machinery & Equipment
4.01B +7.68%
Utilities
Water Supply & Irrigation Systems
6.68B +17.08%
Consumer Cyclical
Other Construction Supplies & Fixtures
8.51B +90.63%
Industrials
Other Industrial Machinery & Equipment
742M -10.32%
- - 2.24B -
- - 44.53B -
Industrials
Other Industrial Machinery & Equipment
26.22B -19.01%
Industrials
Testing & Measuring Equipment
3.93B -22.80%
Industrials
Other Industrial Machinery & Equipment
11.86B -29.53%
Consumer Cyclical
Plumbing Fixtures & Fittings
10.66B -3.91%
Industrials
Pump & Pumping Equipment
2.29B +81.65%
Technology
Other Electronic Equipment & Parts
3.51B -14.65%
Industrials
Other Industrial Machinery & Equipment
5.99B -5.29%
Utilities
Other Water Utilities
12.91B +8.54%
Utilities
Other Water Utilities
19.03B +3.10%
Utilities
Water Supply & Irrigation Systems
4.21B +27.85%
Industrials
Other Environmental Services & Equipment
6.4B +50.24%
Industrials
Heating, Ventilation & Air Conditioning Systems
7.98B -13.46%
Utilities
Other Water Utilities
11.71B +2.83%
Utilities
Water Supply & Irrigation Systems
24.49B -3.90%
Industrials
Pump & Pumping Equipment
16.56B +25.71%
Industrials
Other Construction & Engineering
8.92B -27.18%
Industrials
Pump & Pumping Equipment
4.56B +8.08%
Industrials
Pump & Pumping Equipment
4.36B -25.65%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.09B -9.16%
Utilities
Other Water Utilities
10.48B -3.68%
Utilities
Other Water Utilities
2.27B -8.54%
Utilities
Water Supply & Irrigation Systems
2.36B +15.17%
Basic Materials
Other Specialty Chemicals
75.72B +2.49%
Consumer Cyclical
Other Construction Supplies & Fixtures
14.41B +14.43%
Utilities
Other Multiline Utilities
30.48B +20.42%
Energy
Oil Related Services
2.24B +71.48%
Basic Materials
Diversified Chemicals
2.96B -12.26%
Consumer Cyclical
Plumbing Fixtures & Fittings
21.69B -16.79%
Utilities
Other Water Utilities
1.17B +39.78%
Utilities
Steam & Air-Conditioning Supply
2.03B -13.33%
Industrials
Industrial Machinery
1.17B +70.19%
Consumer Cyclical
Plumbing Fixtures & Fittings
1.95B -3.11%
Industrials
Other Environmental Services & Equipment
7.3B -16.16%
Utilities
Water Supply & Irrigation Systems
479M -7.16%
Utilities
Other Water Utilities
2.96B -12.42%
Utilities
Other Natural Gas Utilities
2.49B +7.14%
Utilities
Other Water Utilities
2.69B +3.85%
Utilities
Water Supply & Irrigation Systems
934M -15.00%
Utilities
Water Supply & Irrigation Systems
965M +2.82%
Basic Materials
Other Commodity Chemicals
1.93B -41.40%
Utilities
Water Supply & Irrigation Systems
3.06B -4.07%
Industrials
Other Industrial Machinery & Equipment
4.52B -18.40%
Consumer Cyclical
Other Appliances, Tools & Housewares
212M -8.25%
Industrials
Agricultural Machinery
1.21B -1.50%
Industrials
Other Environmental Services & Equipment
1.83B -12.76%
Industrials
Waste Management, Disposal & Recycling Services
67.65M -20.25%
Utilities
Other Water Utilities
3.03B -3.63%
Utilities
Sewage Treatment Facilities
2.9B -8.72%
Utilities
Water Supply & Irrigation Systems
475M -15.85%
Utilities
Steam & Air-Conditioning Supply
1.94B -16.36%
Utilities
Water Supply & Irrigation Systems
338M -28.34%
Industrials
Industrial Machinery
463M -33.36%
Utilities
Other Water Utilities
1.78B +0.86%
Utilities
Sewage Treatment Facilities
1.22B -3.03%
Utilities
Water Supply & Irrigation Systems
197M -18.93%
Utilities
Other Water Utilities
3.01B +6.08%
Financials
Shell Companies
7.62M +257.34%
Consumer Non-Cyclical
Bottled Water & Ice
754M +47.16%
Utilities
Steam & Air-Conditioning Supply
523M +34.05%
Utilities
Steam & Air-Conditioning Supply
923M +28.57%
Utilities
Other Water Utilities
182M +11.83%
Utilities
Water Supply & Irrigation Systems
261M +3.18%
Consumer Non-Cyclical
Bottled Water & Ice
4.36M -0.54%
Consumer Non-Cyclical
Bottled Water & Ice
642M +3.95%
Consumer Non-Cyclical
Bottled Water & Ice
2.22M -.--%
Consumer Non-Cyclical
Bottled Water & Ice
2.89M 0.00%
Utilities
Other Water Utilities
263M -0.55%
Utilities
Sewage Treatment Facilities
20.77M -1.34%
Utilities
Sewage Treatment Facilities
1.13B -6.01%
Utilities
Other Water Utilities
333M -6.78%
Utilities
Other Water Utilities
46.14M -6.47%
Utilities
Water Supply & Irrigation Systems
680M -10.38%
Utilities
Sewage Treatment Facilities
566M -12.70%
Consumer Cyclical
Other Textiles & Leather Goods
16.39M -13.21%
Utilities
Sewage Treatment Facilities
639M -14.54%
Utilities
Sewage Treatment Facilities
443M -19.38%
Utilities
Sewage Treatment Facilities
482M -19.46%
Utilities
Water Supply & Irrigation Systems
6.56M -18.32%
Consumer Non-Cyclical
Bottled Water & Ice
174M -23.37%
Industrials
Other Environmental Services & Equipment
1.24B -33.13%
Utilities
Other Water Utilities
14.16M -40.97%
Utilities
Other Water Utilities
15.25M -40.00%
Utilities
Sewage Treatment Facilities
334M -43.78%

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