Investment Themes

The Cannabis Industry, the emergence of a new asset class

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Investment Themes

On October 17, 2018, Canada entered a new era of the assumed and uncomplicated legalization of cannabis. It became the first G7 country to allow the cultivation and use of cannabis for recreational purposes. There is little doubt that this historic decision will give food for thought to other governments, which are closely monitoring the Canadian experiment.

As such, a diffusion of this model to other Western economies would necessarily be accompanied by an exponential growth of the cannabis industry, which is still in its infancy, offering many investment opportunities with it. Real sectors are being set up, economic models are emerging, all under the watchful eye of giants in the agri-food and pharmaceutical industries. It is within this framework that a real asset class is emerging, with its own standards in terms of volatility and growth. The cannabis industry is indeed one of the sectors with the highest growth rates but still remains composed of non-profit actors. Market expectations are thus high and delays in achieving the objectives communicated are severely sanctioned, the price to pay to support confusing growth rates. This thematic list targets producers who play an important role in the research, production, processing and sale of cannabis for medical and recreational use.

Our selection

Healthcare
Other Pharmaceuticals
764M -28.46%
Healthcare
Medical Farming
191M -16.45%
Real Estate
Industrial REITs
1.43B +7.05%
Healthcare
Recreational Pharmaceuticals
1.21B -26.95%
Consumer Non-Cyclical
Cannabis Product Retailers
1.51B -16.70%
Healthcare
Alternative Medicine
981M -1.67%
Real Estate
Mortgage REITs
60.23M -11.05%
Healthcare
Alternative Medicine
405M -7.37%
Healthcare
Other Pharmaceuticals
7.14M -48.87%
Consumer Non-Cyclical
Cannabis Product Retailers
193M -13.13%
Healthcare
Other Pharmaceuticals
337M -24.10%
- - 1.82B -
Consumer Cyclical
Nursery & Garden Centers
62.49M -30.67%
Consumer Non-Cyclical
Tobacco Stores
51.04M -23.21%
Healthcare
Alternative Medicine
195M -19.24%
Healthcare
Recreational Pharmaceuticals
19.97M +7.69%
Healthcare
Other Pharmaceuticals
368M -17.47%
Healthcare
Other Biotechnology & Medical Research
156M +45.04%
Healthcare
Bio Therapeutic Drugs
174M +25.31%
Healthcare
Alternative Medicine
91.72M +61.62%
- - 9.53M -
Healthcare
Other Biotechnology & Medical Research
28.93M +4.90%
Healthcare
Medical Farming
25.21M 0.00%
Healthcare
Alternative Medicine
352M -
Technology
Blockchain & Cryptocurrency (NEC)
14.88M -7.52%
Healthcare
Alternative Medicine
127M -13.79%
Technology
Other IT Services & Consulting
12.59M -10.96%
Industrials
Other Industrial Machinery & Equipment
22.75M -28.21%
Consumer Non-Cyclical
Other Personal Products
76.74M -33.32%
Healthcare
Recreational Pharmaceuticals
449M -33.73%
Healthcare
Bio Therapeutic Drugs
21.04M -53.81%
- - 4 -
- - 5.42M -

News of the components

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