Wave Pool Water Infrastructure
NickyAds@nickyads
+2.0%
since Oct 2
The idea
I believe surfing and wave pools are set to grow dramatically, and every new venue needs serious water infrastructure behind it. Since the pure wave-machine makers are private, this basket owns the public layer underneath them: pump and flow-control companies, pool equipment makers, and water treatment firms that keep these facilities running. Equipment leaders carry the most weight, with a modest cash reserve kept aside to add on dips, since this is meant to play out over years rather than quarters.
What it owns
- Wave pools must move enormous water volumes on precise schedules, making water movement equipment essential infrastructure. · Xylem IncIt moves and treats water at industrial scale, providing the core infrastructure needed to push millions of gallons through wave pools., Franklin ElectricIt builds pumping systems for moving water, providing essential equipment for large public water facilities., Watts Water TechnologiesIt makes valves and flow controls that manage water movement through large installations, core components for wave pool operations., IDEX CorporationIt makes precision pumps and fluid handling equipment for applications where water must move exactly as designed., Zurn Elkay Water SolutionsIt handles drainage and water management for commercial facilities, providing infrastructure every wave venue needs., Badger MeterIt measures water flow, essential for facilities running millions of gallons to track usage and losses.39%
- These companies supply the filtration, heating and pool systems that wave venues require to operate. · Pentair plcIt leads in pool filtration and equipment, making it the primary supplier for industrial-scale systems at new wave venues., Hayward HoldingsIt makes the pumps, heaters and controls that move water at the massive volumes wave pools require., Latham GroupIt manufactures pool shells and liners, the most direct play on new pool construction expansion.24%
- Shared water used by crowds of people requires constant cleaning, testing and chemical treatment to meet health standards. · Ecolab IncIt manages water sanitation and safety for commercial installations, a continuous requirement for any public water venue., Veralto CorporationIt makes water testing and monitoring equipment, which regulators will require at every public wave pool., Olin CorporationIt produces chlorine, the fundamental chemical required to keep millions of gallons of shared pool water safe.19%
- Distributors and retailers supply the equipment, parts and chemicals that every pool build and maintenance operation requires. · Pool CorporationIt distributes equipment and chemicals to nearly every pool build and maintenance operation, capturing value across the industry.9%
- Cash9%