Water Scarcity, Desalination & Treatment

Depleted surface reservoirs, climate stress, and federal budget cuts are driving sharp water-rate increases and spurring capital into industrial water treatment, filtration, and desalination infrastructure. Equipment providers and regulated utilities with entrenched pricing power benefit as municipal and commercial customers expand wastewater reuse. This basket targets pure-play treatment technologies, filtration components, and regulated water networks. Catalysts: - 2026-10-09 Desalination financing stays live as drought depletes surface water (https://meb.sg/post/financing-that-makes-the-invisible-visible-2/) Launch basket (equal weight): XYL, AWK, ECL, PNR, WTRG, CWCO, TTEK Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.