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

Consumer Non-Cyclical
Cannabis Product Retailers
1.69B -5.17%
Healthcare
Medical Farming
168M -29.00%
Healthcare
Alternative Medicine
1.24B +30.00%
Real Estate
Mortgage REITs
81.62M +22.46%
- - 2.56B -
Healthcare
Alternative Medicine
421M -13.46%
Healthcare
Other Pharmaceuticals
289M -37.35%
Healthcare
Alternative Medicine
238M +54.68%
Real Estate
Industrial REITs
1.57B +18.60%
Consumer Non-Cyclical
Cannabis Product Retailers
205M -11.11%
Healthcare
Other Pharmaceuticals
620M -50.17%
Consumer Cyclical
Nursery & Garden Centers
94.86M +7.33%
Consumer Non-Cyclical
Tobacco Stores
44.75M -35.71%
Healthcare
Alternative Medicine
263M -2.95%
Healthcare
Other Pharmaceuticals
341M -18.07%
Healthcare
Other Pharmaceuticals
5.49M -62.97%
Healthcare
Other Biotechnology & Medical Research
232M +131.30%
Healthcare
Bio Therapeutic Drugs
211M +38.57%
- - 9.53M -
Healthcare
Recreational Pharmaceuticals
23.11M +15.38%
Healthcare
Other Biotechnology & Medical Research
30.93M +5.44%
Healthcare
Medical Farming
25.16M 0.00%
Healthcare
Alternative Medicine
352M -
Technology
Other IT Services & Consulting
92.35M -18.69%
Healthcare
Alternative Medicine
78.27M -18.18%
Consumer Non-Cyclical
Other Personal Products
76.59M -38.10%
Industrials
Other Industrial Machinery & Equipment
21.41M -39.74%
Healthcare
Recreational Pharmaceuticals
511M -39.92%
Technology
Blockchain & Cryptocurrency (NEC)
19M -47.62%
Healthcare
Bio Therapeutic Drugs
25.9M -59.71%
- - 4 -
- - 5.42M -

News of the components

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