Investment Themes
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
| Basic Materials | Other Commodity Chemicals | 2.2B | +54.95% | ||
| Technology | Other Electronic Equipment & Parts | 23.41B | +30.07% | ||
| Consumer Non-Cyclical | Vegetable, Fruit & Nut Farming | 294M | -27.26% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 3.18B | +56.34% | ||
| Industrials | Other Construction & Engineering | 9.91B | +26.64% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 7.79B | +3.82% | ||
| Consumer Non-Cyclical | Food Ingredients | 1.08B | +2.08% | ||
| Basic Materials | Fertilizer | 14.59B | +27.78% | ||
| Basic Materials | Other Specialty Chemicals | 1.28B | +2.21% | ||
| Industrials | Other Heavy Machinery & Vehicles | 20.43B | +28.08% | ||
| Consumer Non-Cyclical | Other Food Processing | 6.77B | -4.21% | ||
| Basic Materials | Wood Container & Packaging | 21.9B | -3.61% | ||
| Consumer Non-Cyclical | Other Food Processing | 1.82B | -11.56% | ||
| Basic Materials | Agricultural Chemicals Wholesale | 32.78B | +14.78% | ||
| Basic Materials | Other Paper Packaging | 798M | -14.85% | ||
| Consumer Non-Cyclical | Starch, Vegetable Fat & Oil Manufacturing | 7.53B | -1.36% | ||
| Basic Materials | Other Specialty Chemicals | 5.03B | +25.64% | ||
| Basic Materials | Other Specialty Chemicals | 5.17B | +3.15% | ||
| Basic Materials | Other Specialty Chemicals | 759M | +6.64% | ||
| Consumer Non-Cyclical | Other Food Processing | 37.43B | +37.31% | ||
| Basic Materials | Other Non-Paper Containers & Packaging | 15.58B | +8.80% | ||
| Consumer Non-Cyclical | Dairy Products | 5.62B | +10.88% | ||
| Industrials | Agricultural Machinery | 4.01B | -14.79% | ||
| Consumer Non-Cyclical | Other Food Processing | 47.32B | -19.48% | ||
| Consumer Non-Cyclical | Other Food Processing | 12.14B | -1.85% | ||
| Consumer Non-Cyclical | Other Food Processing | 12.99B | -30.15% | ||
| Industrials | Other Industrial Machinery & Equipment | 24.35B | +17.03% | ||
| Industrials | Commercial Equipment | 7.26B | -8.82% | ||
| Industrials | Industrial Machinery | 3.08B | -31.29% | ||
| Consumer Non-Cyclical | Other Fishing & Farming | 1.42B | -0.87% | ||
| Industrials | Agricultural Machinery | 155B | +25.05% | ||
| Industrials | Other Heavy Machinery & Vehicles | 8.5B | +13.27% | ||
| Consumer Non-Cyclical | Other Food Processing | 13.56B | -9.49% | ||
| - | - | 13.56B | - | ||
| Basic Materials | Other Specialty Chemicals | 11.88B | +5.52% | ||
| Healthcare | Other Biotechnology & Medical Research | 12.29B | -6.22% | ||
| Consumer Non-Cyclical | Dairy Products | 3.8B | -15.76% | ||
| Basic Materials | Other Specialty Chemicals | 32.99B | -12.87% | ||
| Basic Materials | Other Agricultural Chemicals | 54.26B | +23.71% | ||
| Industrials | Other Heavy Machinery & Vehicles | 13.59B | +17.95% | ||
| Basic Materials | Industrial Biotechnology Chemicals | 27.78B | -8.07% | ||
| Consumer Non-Cyclical | Bread & Bakery Product Manufacturing | 1.79B | -24.91% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.23B | -16.82% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 1.48B | +7.14% | ||
| Basic Materials | Other Paper Packaging | 21.76B | +6.39% | ||
| Consumer Non-Cyclical | Other Food Processing | 5.8B | -2.23% | ||
| Consumer Non-Cyclical | Food Ingredients | 20.69B | +16.98% | ||
| Basic Materials | Other Specialty Chemicals | 9.48B | +33.46% | ||
| Consumer Cyclical | Health Food Stores | 609M | +7.74% | ||
| Basic Materials | Other Paper Packaging | 6.42B | +11.64% | ||
| Basic Materials | Metal Containers & Packaging | 2.39B | -4.15% | ||
| Consumer Non-Cyclical | Dairy Products | 325M | -3.46% | ||
| Basic Materials | Glass Containers & Packaging | 1.42B | -38.99% | ||
| Consumer Non-Cyclical | Fishing & Farming Wholesale | 956M | -14.35% | ||
| Basic Materials | Other Paper Packaging | 17.49B | -17.30% | ||
| Basic Materials | Other Paper Packaging | 1.79B | -29.45% | ||
| - | - | 4.22B | - | ||
| Consumer Non-Cyclical | Vegan & Vegetarian Food Manufacturing | 429M | +1.71% | ||
| Basic Materials | Other Paper Packaging | 3.15B | -32.27% | ||
| Basic Materials | Other Agricultural Chemicals | 1.68B | -5.05% | ||
| Industrials | Agricultural Machinery | 1.14B | -8.81% | ||
| Consumer Cyclical | Nursery & Garden Centers | 85.33M | -6.33% | ||
| Consumer Non-Cyclical | Other Fishing & Farming | 1.75B | -0.51% | ||
| Consumer Non-Cyclical | Poultry Farming | 3.6B | -5.94% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 357M | +1.00% | ||
| Real Estate | Industrial REITs | 4.23B | +13.49% | ||
| Consumer Non-Cyclical | Food Ingredients | 60.06M | -29.52% | ||
| Consumer Non-Cyclical | Fishing & Farming Wholesale | 927M | +11.29% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 314M | -6.43% | ||
| Consumer Non-Cyclical | Fruit & Vegetable Processing | 491M | +25.61% | ||
| Financials | Shell Companies | 611 | - | ||
| Basic Materials | Fertilizer | 1.46B | -1.46% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 282M | -18.38% | ||
| Consumer Non-Cyclical | Flour Milling | 2.41B | -13.56% | ||
News of the components
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