Smart Infrastructure & Water
Water is the most essential commodity on earth, yet water infrastructure in developed economies is crumbling. Meanwhile, AI data centres, EV charging, and renewable energy are straining electrical grids built for another era. The companies modernising this critical infrastructure — water utilities, smart grid technology, construction — face decades of government-backed spending with little competition.
The largest publicly traded water and wastewater utility in the US, serving 14 million people in 14 states. Water utilities are regulated monopolies — no competition, predictable rates, and almost guaranteed returns on capital invested. AWK is the benchmark water infrastructure investment.
Makes pumps, sensors, and analytics software that water utilities use to move, measure, and treat water. Acquired Evoqua Water Technologies to become a complete water infrastructure solutions company. Benefits from every infrastructure spending programme globally.
Want to explore how these companies connect to each other?