Water Scarcity Fixers
NLagoose@nlagoose
+1.3%
since Oct 6
The idea
I believe water scarcity only gets worse over the next decade, and the money goes to the companies paid to fix it, not the ones that own the water. So this holds the fixers: treatment and filtration makers, pipe and pump specialists, desalination names, and the engineering firms that design these projects, all US-listed but selling globally. It skips water utilities and irrigation-tech plays on purpose, keeps a cash buffer, and avoids betting big on any single name.
What it owns
- Moving and controlling water takes decades of rebuilding old systems, which is steady paid work for these makers. · Watts Water TechnologiesIt makes the valves and flow-control parts inside buildings' water systems, steady equipment that gets bought in every infrastructure rebuild., Mueller Water ProductsIt makes the valves and hydrants that get replaced when aging pipes are rebuilt, a core part of water infrastructure spending., Advanced Drainage SystemsIt makes the pipes that capture and manage stormwater, which matters more as scarcity makes every drop worth keeping., ITT Inc.It makes industrial pumps that move water in treatment plants and large projects, so it gets paid when infrastructure fixes happen at scale., Flowserve CorporationIt supplies the large pumps that desalination plants and major water projects run on, so the biggest fixes flow through its order book., Zurn Elkay Water SolutionsIt makes drinking water and flow systems inside buildings, including filtration that PFAS cleanup rules support in schools and offices., Franklin Electric Co.It makes the pumps that pull groundwater from wells, which matters more as surface water grows scarce and competed for., Gorman-Rupp CompanyIt makes pumps for water, sewage, and flood control, a specialist that benefits as municipalities rebuild old systems over the coming decade.38%
- The companies that make dirty water drinkable, including the ones winning from mandatory forever-chemical cleanup. · Xylem Inc.It is the largest pure water-technology company, selling the treatment gear and smart meters utilities buy when scarcity forces them to clean and move water better., Ecolab Inc.It sells the chemistry and services that let factories and businesses reuse and clean water, which becomes more valuable as water grows scarcer., Veralto CorporationIt makes the instruments that test whether water is safe, and PFAS rules forcing utilities to strip forever chemicals from drinking water mean years of mandated testing spend., Pentair plcIt sells filtration and water-treatment systems, and its flow-control business deepens the company's ability to clean bad water as scarcity worsens., A. O. Smith CorporationIt sells water treatment and purification in Asia, where scarcity and water safety are most acute, carrying the global side of this take.33%
- Every big water project starts with the firms that design and manage it, so they get paid first. · Tetra Tech Inc.It is the consulting firm governments hire to design water projects, so scarcity shows up early in its backlog of signed work., Stantec Inc.It designs water infrastructure worldwide, which carries the global side of this bet because scarcity is not just a United States problem., AECOMIt manages and builds the large water infrastructure projects that engineers design, so it gets paid when fixes move from plans to construction.14%
- When fresh water runs out, seawater is the backstop, and these companies make turning it drinkable affordable. · Energy Recovery Inc.It makes the devices that cut the energy cost of desalinating seawater, which is the main barrier holding desalination adoption back., Consolidated Water Co.It builds and operates desalination plants in water-short places like the Caribbean, earning directly from turning seawater into drinking water.7%
- Cash8%