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15 handpicked stocks

Blue Gold Portfolio

Invest in the world's most essential resource with this carefully curated collection of water-focused companies. Our professional analysts have selected industry leaders managing, purifying, and conserving our planet's most vital commodity.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Market capitalisation summary and concise investor takeaways for the Blue Gold Portfolio.

Key Takeaways for Investors:
  • Large-cap concentration generally means lower volatility and performance that tracks broad-market stability, not speculative spikes.
  • Best used as a core portfolio holding for steady exposure, not a speculative growth position.
  • Expect modest, long-term appreciation rather than rapid, short-term gains; growth is likely steady not explosive.
Total Market Cap
  • AWK: $28.13B

  • XYL: $35.83B

  • WTRG: $11.69B

  • Other

About This Group of Stocks

1

Our Expert Thinking

Water is fundamental to life and industry, making it an investment with enduring demand. These companies span the entire water value chain, from utilities and infrastructure to purification technology. This portfolio offers both defensive stability and growth potential as water scarcity becomes a global challenge.

2

What You Need to Know

Water investments tend to be less cyclical than many other sectors, offering resilience during economic downturns. This portfolio provides diversified exposure across the water ecosystem, including regulated utilities with steady revenue streams and technology innovators addressing critical water challenges.

3

Why These Stocks

These companies were selected for their leadership positions across the water industry value chain. Each plays a vital role in water management, from the largest U.S. public water utility to technology providers developing desalination and conservation solutions. They're positioned to benefit from increasing water infrastructure investment.

Why You'll Want to Watch These Stocks

💧

The Ultimate Necessity Play

Water is the one resource no one can live without. These companies control and manage the infrastructure behind this eternal necessity, potentially providing stability other sectors can't match.

🌊

Riding the $1 Trillion Wave

Global water infrastructure needs massive investment—estimated at over $1 trillion in the US alone. These companies are positioned to benefit as governments worldwide prioritize water system upgrades.

🛡️

Your Portfolio's Defensive Shield

Water utilities often show resilience during market downturns. Their regulated, steady income streams and essential service status can provide valuable stability when other stocks are sinking.

Get the full story on this Basket. Read our detailed article on its risks and potential.

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