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Investment Themes
The security of our food system is one of the most pressing global challenges. With dwindling natural resources, the challenge of providing healthy, affordable and nutritious food to a growing global population while reducing greenhouse gas emissions and environmental damage is intensifying. The food industry has begun to respond, expanding options with plant-based protein solutions, increasing agricultural sustainability, improving supply chains and packaging.
Consumers, too, have become more concerned about the quality of what they have on their plates, the safety of the food they eat, and the provenance of what they eat. The global food system now requires urgent transformation if we are to avoid the kinds of global damage that await us if we do nothing: loss of biodiversity, depletion of fresh water, pollution of rivers and oceans, and lasting damage to soils.
The good news is that with system-wide change comes new opportunities. This theme provides investors with exposure to companies that are innovating across the value chain to build a more sustainable, safe, and equitable food system for the planet.
This thematic list identifies key companies that stand to benefit from accelerating the transition to more sustainable food production systems and consumption patterns, thereby preserving natural ecosystems, promoting transparency and food safety, and encouraging eco-friendly consumption to help reduce greenhouse gas emissions. We are talking about companies involved in high-precision agriculture to improve productivity, in organic, sustainable and vegan food, in the improvement of food flavors to perfect the taste of artificial meats or in recycled and/or recyclable food packaging.
Our selection
| Consumer Non-Cyclical | Other Food Retail & Distribution | 15.84B | +30.61% | ||
| Consumer Non-Cyclical | Poultry Farming | 5.06B | -0.80% | ||
| Basic Materials | Other Commodity Chemicals | 919M | +5.33% | ||
| Consumer Non-Cyclical | Food Ingredients | 1.44B | +17.89% | ||
| Technology | Other Electronic Equipment & Parts | 15.85B | +15.95% | ||
| Consumer Non-Cyclical | Other Food Processing | 8.8B | -0.17% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.57B | -22.99% | ||
| Consumer Non-Cyclical | Dairy Products | 6.39B | +2.20% | ||
| Industrials | Industrial Machinery | 4.74B | +9.75% | ||
| Consumer Non-Cyclical | Other Fishing & Farming | 1.32B | +3.55% | ||
| Basic Materials | Fertilizer | 10.03B | +29.59% | ||
| Consumer Non-Cyclical | Dairy Products | 5.17B | +8.97% | ||
| Basic Materials | Wood Container & Packaging | 20.89B | +27.65% | ||
| Basic Materials | Other Non-Paper Containers & Packaging | 15.49B | +2.00% | ||
| Industrials | Agricultural Machinery | 4.83B | +18.10% | ||
| Consumer Non-Cyclical | Starch, Vegetable Fat & Oil Manufacturing | 6.81B | -19.71% | ||
| Basic Materials | Other Specialty Chemicals | 15.49B | -6.40% | ||
| Basic Materials | Other Paper Packaging | 22.07B | -21.37% | ||
| Industrials | Other Industrial Machinery & Equipment | 17.14B | -13.36% | ||
| Consumer Non-Cyclical | Dairy Products | 378M | -2.01% | ||
| Basic Materials | Agricultural Chemicals Wholesale | 29.95B | +30.30% | ||
| Consumer Non-Cyclical | Other Food Processing | 8.09B | +7.60% | ||
| Industrials | Agricultural Machinery | 1.47B | +14.77% | ||
| Consumer Non-Cyclical | Other Food Processing | 52.78B | +9.92% | ||
| Basic Materials | Other Paper Packaging | 2.57B | -1.38% | ||
| Consumer Non-Cyclical | Other Food Processing | 1.69B | -19.18% | ||
| Basic Materials | Other Specialty Chemicals | 45.45B | +0.86% | ||
| Consumer Non-Cyclical | Other Food Processing | 25.94B | +6.12% | ||
| Consumer Non-Cyclical | Other Food Processing | 19.62B | -4.17% | ||
| Consumer Non-Cyclical | Other Food Processing | 17.91B | +0.16% | ||
| - | - | 17.91B | - | ||
| Basic Materials | Industrial Biotechnology Chemicals | 33.94B | +15.58% | ||
| Healthcare | Other Biotechnology & Medical Research | 12.25B | +20.67% | ||
| Basic Materials | Other Specialty Chemicals | 1.26B | -13.56% | ||
| Basic Materials | Other Paper Packaging | 24.35B | -14.85% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 402M | +33.89% | ||
| Consumer Non-Cyclical | Fishing & Farming Wholesale | 1.1B | +6.13% | ||
| Basic Materials | Other Paper Packaging | 7.13B | -14.54% | ||
| Basic Materials | Other Agricultural Chemicals | 50.56B | +29.42% | ||
| Consumer Non-Cyclical | Bread & Bakery Product Manufacturing | 3.35B | -23.18% | ||
| Basic Materials | Other Specialty Chemicals | 5.21B | -4.29% | ||
| Basic Materials | Other Specialty Chemicals | 9.71B | +8.07% | ||
| Basic Materials | Other Specialty Chemicals | 4.09B | +34.56% | ||
| Industrials | Other Heavy Machinery & Vehicles | 12.34B | -14.68% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 394M | +1.20% | ||
| Basic Materials | Other Paper Packaging | 667M | -23.59% | ||
| Industrials | Other Construction & Engineering | 6.44B | +3.90% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 1.3B | -21.68% | ||
| Basic Materials | Other Agricultural Chemicals | 5.2B | -15.51% | ||
| Industrials | Agricultural Machinery | 142B | +23.05% | ||
| Industrials | Other Heavy Machinery & Vehicles | 16.02B | +12.89% | ||
| Basic Materials | Metal Containers & Packaging | 2.47B | +38.54% | ||
| Consumer Non-Cyclical | Other Food Processing | 7.51B | -19.90% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 824M | +20.18% | ||
| Industrials | Other Heavy Machinery & Vehicles | 7.65B | +9.36% | ||
| Basic Materials | Glass Containers & Packaging | 2.09B | +29.34% | ||
| Basic Materials | Other Paper Packaging | 6.42B | -22.16% | ||
| - | - | 3.19B | - | ||
| Industrials | Commercial Equipment | 6.2B | -6.59% | ||
| Consumer Non-Cyclical | Other Food Processing | 695M | -22.21% | ||
| Consumer Non-Cyclical | Food Ingredients | 149M | -74.15% | ||
| Real Estate | Industrial REITs | 4.79B | -21.54% | ||
| Consumer Non-Cyclical | Vegan & Vegetarian Food Manufacturing | 259M | -8.78% | ||
| Basic Materials | Other Specialty Chemicals | 826M | -5.89% | ||
| Consumer Non-Cyclical | Fishing & Farming Wholesale | 886M | -12.60% | ||
| Consumer Cyclical | Nursery & Garden Centers | 67.83M | -34.32% | ||
| Consumer Non-Cyclical | Food Ingredients | 19.16B | -12.84% | ||
| Consumer Non-Cyclical | Fruit & Vegetable Processing | 487M | +8.82% | ||
| Consumer Non-Cyclical | Other Fishing & Farming | 1.6B | -0.54% | ||
| Consumer Non-Cyclical | Vegetable, Fruit & Nut Farming | 121M | +36.19% | ||
| Financials | Shell Companies | 245K | -98.35% | ||
| Consumer Non-Cyclical | Vegan & Vegetarian Food Manufacturing | 8.36K | - | ||
| Consumer Non-Cyclical | Flour Milling | 2.53B | -14.50% | ||
| Basic Materials | Fertilizer | 1.8B | +3.13% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 486M | -28.94% | ||
| Consumer Cyclical | Health Food Stores | 930M | +3.93% | ||
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- Investment Themes
- The food of tomorrow
