PHO: Riding $50Bn Of Subsidies

  • Invesco Water Resources ETF is well-positioned to benefit from $50B U.S. water infrastructure investment and rising demand for smart, sustainable water technologies. The ETF's concentrated exposure to U.S. water leaders like Xylem and Ecolab offers strong upside from digitalization and regulatory-driven trends. PHO's performance, while slightly costlier and more concentrated than peers, justifies its premium through growth potential and sector focus.