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

Energy
Oil Related Services
1.34B +21.86%
Utilities
Water Supply & Irrigation Systems
3.6B +13.82%
Utilities
Other Water Utilities
3.75B +10.62%
Utilities
Other Natural Gas Utilities
2.58B +9.18%
Consumer Cyclical
Other Construction Supplies & Fixtures
3.53B -0.79%
Utilities
Other Water Utilities
13.14B +14.81%
Utilities
Other Multiline Utilities
29.04B +12.55%
Utilities
Steam & Air-Conditioning Supply
2.38B -2.22%
Utilities
Other Water Utilities
12.67B +14.15%
Utilities
Water Supply & Irrigation Systems
6.36B +11.93%
Utilities
Other Water Utilities
11.24B +3.57%
Utilities
Other Water Utilities
2.9B +3.33%
Consumer Cyclical
Plumbing Fixtures & Fittings
27.36B +2.97%
Utilities
Other Water Utilities
2.59B +2.03%
Industrials
Other Industrial Machinery & Equipment
7.72B +19.27%
Utilities
Water Supply & Irrigation Systems
1.97B +12.04%
Utilities
Water Supply & Irrigation Systems
1.02B +9.86%
Utilities
Other Water Utilities
2.77B +7.45%
Basic Materials
Diversified Chemicals
3.63B +4.49%
Utilities
Water Supply & Irrigation Systems
26.05B +2.30%
Consumer Cyclical
Other Construction Supplies & Fixtures
6.05B +29.88%
Utilities
Water Supply & Irrigation Systems
4.05B +27.07%
Industrials
Industrial Machinery
893M +20.34%
Industrials
Other Industrial Machinery & Equipment
5.92B +3.64%
Consumer Cyclical
Other Appliances, Tools & Housewares
243M -0.40%
Industrials
Pump & Pumping Equipment
15.75B +18.25%
- - 2.67B -
Utilities
Water Supply & Irrigation Systems
1.15B +5.58%
Industrials
Other Industrial Machinery & Equipment
855M +1.42%
Industrials
Other Industrial Machinery & Equipment
31.22B -5.94%
Industrials
Other Environmental Services & Equipment
5.76B +26.67%
Industrials
Heating, Ventilation & Air Conditioning Systems
11.13B +20.31%
- - 51.11B -
Utilities
Other Water Utilities
20.52B +14.33%
Basic Materials
Other Specialty Chemicals
84.74B +13.96%
Industrials
Water & Sewage Construction
1.07B +11.44%
Consumer Cyclical
Other Construction Supplies & Fixtures
15.51B +20.06%
Industrials
Purification & Treatment Equipment
4.7B +20.69%
Industrials
Pump & Pumping Equipment
4.85B +14.04%
Consumer Cyclical
Other Construction Supplies & Fixtures
8.56B +10.35%
Consumer Cyclical
Household Appliances
4.43B +3.11%
Consumer Cyclical
Plumbing Fixtures & Fittings
2.13B +2.07%
Industrials
Other Industrial Machinery & Equipment
2.33B +1.12%
Industrials
Testing & Measuring Equipment
4.56B -11.20%
Industrials
Agricultural Machinery
1.41B +14.50%
Technology
Other Electronic Equipment & Parts
19.95B +9.55%
Industrials
Other Environmental Services & Equipment
2.09B +1.53%
Industrials
Other Industrial Machinery & Equipment
16.59B -2.66%
Industrials
Waste Management, Disposal & Recycling Services
79.69M -6.45%
Industrials
Other Construction & Engineering
11.42B -7.36%
Industrials
Other Industrial Machinery & Equipment
4.71B +26.49%
Industrials
Industrial Valve Manufacturing
10.95B +19.02%
Consumer Cyclical
Plumbing Fixtures & Fittings
13.32B +18.06%
Industrials
Other Environmental Services & Equipment
9.57B +9.41%
Industrials
Pump & Pumping Equipment
5.23B -11.29%
Utilities
Other Water Utilities
883M -1.48%
Industrials
Pump & Pumping Equipment
1.77B +41.15%
Consumer Non-Cyclical
Bottled Water & Ice
6.01M +36.50%
Industrials
Industrial Machinery
826M +15.64%
Utilities
Sewage Treatment Facilities
24.08M +14.09%
Consumer Non-Cyclical
Bottled Water & Ice
3.27M +13.33%
Industrials
Other Environmental Services & Equipment
2.01B +11.10%
Financials
Shell Companies
2.37M +11.01%
Utilities
Water Supply & Irrigation Systems
264M +8.76%
Utilities
Water Supply & Irrigation Systems
9.15M +6.44%
Utilities
Steam & Air-Conditioning Supply
744M +5.99%
Consumer Non-Cyclical
Bottled Water & Ice
694M +5.93%
Utilities
Water Supply & Irrigation Systems
593M +5.44%
Utilities
Water Supply & Irrigation Systems
483M +5.15%
Utilities
Water Supply & Irrigation Systems
267M +2.27%
Utilities
Other Water Utilities
375M +3.95%
Utilities
Sewage Treatment Facilities
657M +3.63%
Utilities
Other Water Utilities
1.78B +3.24%
Utilities
Sewage Treatment Facilities
1.28B +3.03%
Consumer Non-Cyclical
Bottled Water & Ice
555M +2.59%
Utilities
Other Water Utilities
22.44M +2.08%
Consumer Cyclical
Other Textiles & Leather Goods
20.26M +2.03%
Utilities
Sewage Treatment Facilities
1.2B +1.92%
Utilities
Other Water Utilities
270M +1.82%
Utilities
Water Supply & Irrigation Systems
749M +0.87%
Utilities
Sewage Treatment Facilities
3.13B +0.67%
Utilities
Sewage Treatment Facilities
735M +0.39%
Consumer Non-Cyclical
Bottled Water & Ice
2.35M -.--%
Consumer Non-Cyclical
Bottled Water & Ice
231M +1.53%
Utilities
Other Water Utilities
166M -1.03%
Utilities
Steam & Air-Conditioning Supply
376M -1.53%
Utilities
Other Water Utilities
3.03B -1.67%
Utilities
Steam & Air-Conditioning Supply
2.19B -3.27%
Utilities
Sewage Treatment Facilities
564M -3.67%
Technology
Other Electronic Equipment & Parts
4.01B -3.77%
Basic Materials
Other Commodity Chemicals
2.88B -11.89%
Utilities
Water Supply & Irrigation Systems
408M -12.48%
Utilities
Other Water Utilities
21.92M -13.64%
Utilities
Sewage Treatment Facilities
461M -14.23%
Utilities
Sewage Treatment Facilities
498M -14.46%
Utilities
Other Water Utilities
43.19M -15.11%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI