Water in Focus

Water in Focus
  • Pininvest Analysis

Climate change calls for protective measures of areas vulnerable to sea level changes and floods; urbanization trends require massive water provisions; sensitivity of the water table, drawn down by growing agricultural requirements and human consumption, calls for water management and environmental pollutions for chemical and healthcare expertise…

The variety of specialties involved requires focused expertise – consultancies for natural resource protection, recycling and filtration specialists or healthcare analysts – often found in departments of conglomerates, focused on advanced medical technology, energy & fluid control systems, pumps and compressors or oil service & mining filtration businesses

Water utilities are mostly absent from our selection, considering the fragmentation of the US market and the weight of foreign (mostly French) conglomerates on the international market

The selection of Water in Focus is wide ranging, including medical devices, laboratory equipment, controls, valves and measurement instrumentation who have in common to analyze, treat and manage the quality of water in various applications

Water in Focus • Updated:

Name Ticker Exchange Sector Industry Currency Cur.Price Mkt.Cap Perf. Vol. Vol. Contrib. MDD
 
American Water Works AWK NYSE Utilities Water Supply USD 105.13 19 B 30.1% 17%   3% -12%
Cantel Medical Corp CMD NYSE Health Care Medical Consumables & Intermediates USD 67.03 2.8 B -40.0% 34%   4% -50%
CECO Environmental Corp CECE NASDAQ Industrial Goods Pollution Control Equipment USD 7.73 270 M 51.9% 46%   15% -26%
Clean TeQ Holdings CTEQF OTC Services Environmental Services USD 0.24 - -75.5% 79%   2% -77%
Consolidated Water Co. Ltd. CWCO NASDAQ Utilities Water Supply USD 13.53 202 M -4.9% 31%   3% -25%
Danaher Corp. DHR NYSE Health Care Specialized Medical Devices USD 128.07 90 B 28.2% 22%   8% -13%
Ecolab Inc. ECL NYSE Industrial Goods Pollution Control Equipment USD 175.15 50 B 29.6% 17%   6% -14%
Energy Recovery, Inc. ERII NASDAQ Industrial Goods Pollution Control Equipment USD 9.10 542 M 6.1% 45%   10% -35%
Idex Corp. IEX NYSE Industrial Goods Energy & Fluid Control Systems/Pumps & Filters USD 149.98 11 B 2.4% 23%   7% -24%
Mueller Water Products, Inc. MWA NYSE Industrial Goods Energy & Fluid Control Systems/Pumps & Filters USD 10.39 1.6 B -6.9% 29%   7% -31%
Pentair PNR NYSE Industrial Goods Energy & Fluid Control Systems/Pumps & Filters USD 43.59 7.5 B -38.4% 46%   5% -50%
Rexnord Corp RXN NYSE Industrial Goods Energy & Fluid Control Systems/Pumps & Filters USD 27.40 2.9 B -6.7% 30%   8% -32%
Tetra Tech Inc TTEK NASDAQ Industrial Goods Industrial Contractors USD 58.81 3.2 B 15.0% 28%   8% -33%
Waters Corp. WAT NYSE Health Care Lab Analytical Instruments USD 245.27 18 B 15.2% 26%   7% -19%
Xylem Inc. XYL NYSE Industrial Goods Pollution Control Equipment USD 78.33 14 B 0.8% 26%   8% -25%