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

Real Estate
Mortgage REITs
65.17M -2.42%
Healthcare
Other Pharmaceuticals
271M -39.16%
Consumer Non-Cyclical
Cannabis Product Retailers
1.51B -9.71%
Healthcare
Alternative Medicine
1.11B +17.22%
Healthcare
Medical Farming
144M -26.62%
- - 2.49B -
Healthcare
Alternative Medicine
400M -11.54%
Healthcare
Other Pharmaceuticals
599M -49.11%
Real Estate
Industrial REITs
1.58B +22.26%
Healthcare
Alternative Medicine
234M +53.20%
Consumer Non-Cyclical
Cannabis Product Retailers
162M -23.23%
Healthcare
Other Pharmaceuticals
5.94M -58.59%
Consumer Cyclical
Nursery & Garden Centers
85.93M -2.67%
Healthcare
Alternative Medicine
188M -15.60%
Consumer Non-Cyclical
Tobacco Stores
40.9M -37.50%
Healthcare
Other Pharmaceuticals
303M -24.10%
Healthcare
Other Biotechnology & Medical Research
170M +60.31%
Healthcare
Bio Therapeutic Drugs
183M +17.20%
- - 9.53M -
Healthcare
Recreational Pharmaceuticals
22.99M +15.38%
Healthcare
Medical Farming
14.25M 0.00%
- - 5.42M -
Healthcare
Other Biotechnology & Medical Research
26.77M -0.53%
Healthcare
Alternative Medicine
352M -
Healthcare
Alternative Medicine
70.08M -19.19%
Technology
Blockchain & Cryptocurrency (NEC)
22.15M -29.32%
Healthcare
Recreational Pharmaceuticals
529M -38.39%
Industrials
Other Industrial Machinery & Equipment
19.59M -41.03%
Consumer Non-Cyclical
Other Personal Products
56.49M -52.68%
Healthcare
Bio Therapeutic Drugs
21.99M -50.00%
- - 4 -
Technology
Other IT Services & Consulting
26.23M -73.03%

News of the components

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