Recently read some post and think the water sector may be a possible hot area (should I say, continue to be hot?).

To summarize:

Bulls say: water is more and more important in all over the world, and there is less and less good water, but more and more people. So it should continue to be a hot area.

Bears say: the utility and energy sectors are just too hot in the past few months and years. It is unlikely to continue hot.

Just share several my picks to watch.

I did not find a good mutual fund that focus on water yet.

For ETF, there are: PHO, CGW, FIW. The later two are pretty new so not much to say. The first one did pretty well in the past 1 year (it has history of <2 years).

For individual stocks, there are (they all actually in the PHO):

ROP, Market Cap: 5.30B

SBS, Market Cap: 42.99M.

VE, Market Cap: 30.81B.

The second one is micro cap so its price may fly or dip pretty often. But I personally think ROP is reasonable good.

It is reasonable to watch them and try to find a good buy.

Other major plays, such as GE and SI, but since they are large, their stock price may not reflect too much on the water resource side.

Just my 2 cents.