The Biggest Pure-Play Water Stock in the World

April 29. 2024. 6 mins read

One of the investment themes that Nanalyze readers often tell us they are most passionate about is weed water. It makes sense: Only about 3% of the H20 on our water-logged planet is freshwater. And humans can only reasonably access less than 1% of a resource that is objectively more valuable than gold, oil, or even weed. It is expected that there will be a 40% gap between global water supply and demand by 2030. Plenty of companies are creating technologies to bridge that gap by conserving or optimizing the ways we use water, some as simple as detecting leaks. Others are manufacturing and operating desalination technologies and infrastructure for tapping the other 97% of available water.

You would think that demand for such a scarce commodity would create a dynamic, high-growth market for the right company. Yet our thirsty MBAs have yet to find a pure-play water technology company that we would want to hold for the long haul in the Nanalyze Disruptive Tech Portfolio. Since our preference is to invest in the market leader of an industry or sector, we were briefly interested in a French company called Veolia (

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