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15 handpicked stocks

Resource Scarcity Portfolio

Innovation is key to solving the planet's dwindling supply of essential resources. This portfolio is built on companies whose technologies are creating sustainable access to water, food, and materials, positioning them for significant growth as global demand intensifies.

Author avatar

Han Tan | Market Analyst

Published on June 17

Your Basket's Financial Footprint

Summary of total market capitalisation and composition for the Resource Scarcity Portfolio.

Key Takeaways for Investors:
  • Large-cap dominance implies generally lower volatility and broader market correlation, so performance likely more stable than small‑cap baskets.
  • Consider this basket generally as a core holding, not a speculative short‑term trade.
  • Expect steady, long‑term value growth rather than explosive short‑term gains; returns are not guaranteed.
Total Market Cap
  • XYL: $35.83B

  • DD: $33.98B

  • GWRS: $288.19M

  • Other

About This Group of Stocks

1

Our Expert Thinking

As the world faces increasing pressure on finite resources, companies developing solutions for water scarcity, sustainable agriculture, and advanced materials are becoming critically important. These innovators are turning global challenges into business opportunities, positioned to grow as resource constraints become more severe.

2

What You Need to Know

This collection focuses on pure-play innovators and established leaders in water technology, precision farming, and material sciences. These companies directly benefit from increasing environmental regulation and growing consumer demand for sustainable products that use fewer resources.

3

Why These Stocks

We've chosen companies whose core business directly addresses resource scarcity through cutting-edge technology and innovation. From water management solutions and vertical farming to sustainable materials development, these selections represent the frontline of humanity's response to our planet's physical limits.

Why You'll Want to Watch These Stocks

💧

Water Is the New Gold

As freshwater becomes scarcer, companies pioneering advanced filtration, conservation, and recycling technologies are positioned for explosive growth in a market expected to reach $914 billion by 2027.

🌱

Feeding 10 Billion People

Agricultural innovation stocks are surging as the world faces the challenge of increasing food production by 70% with limited arable land. These companies offer solutions that could transform global food security.

🔋

The Materials Revolution

Companies creating sustainable alternatives to scarce natural resources are seeing unprecedented demand as manufacturers scramble to secure supply chains against shortages of critical minerals and materials.

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

Read Full Insight

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