Trends

Water and food

Scarcity, agricultural productivity and water resilience are becoming more economically important.

Phase: AdoptionEvidence: GrowingEditorial review: September 6, 2026

What is changing

Climate, urbanization and food security increase the need for water efficiency and agricultural productivity.

The report connects water availability, agriculture, food security and economic resilience.

Limits of the evidence: A social need does not guarantee the ability to pay or returns for an operator.

Treatment, distribution, irrigation, seeds, fertilizers, machinery, logistics, agricultural data and food.

Value may sit in local infrastructure, efficiency technologies, critical inputs or distribution.

13F · Q2 2026 · positions as of 30 June · delayed data

No company links have been verified for this trend within the observed universe. This does not imply a lack of exposure.

Educational examples, not recommendations. Review holdings, costs, concentration and availability before studying a vehicle.

PHO · Invesco Water Resources ETF
Dedicated ETF
Dedicated ETF for observing water, treatment, equipment and water infrastructure.
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MOO · VanEck Agribusiness ETF
Thematic ETF
Thematic vehicle for observing agriculture, inputs and food chains.
XLP · Consumer Staples Select Sector SPDR Fund
Sector ETF
Defensive context for food and staples.
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XLB · Materials Select Sector SPDR Fund
Sector ETF
Context for inputs, chemicals and materials linked to agriculture.
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These are basic needs with underinvestment in many regions.

Public exposure can be indirect and dependent on regulation, weather and agricultural cycles.

It fails if there is no clear vehicle, margins depend on commodities or regulation limits pricing.