Investment Themes

The food of tomorrow

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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

Basic Materials
Other Commodity Chemicals
2.03B +40.82%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.13B +0.18%
Technology
Other Electronic Equipment & Parts
19.78B +11.70%
Consumer Non-Cyclical
Other Food Retail & Distribution
2.48B +20.85%
Industrials
Other Construction & Engineering
8.4B +4.31%
Consumer Non-Cyclical
Other Food Processing
7B +1.71%
Consumer Non-Cyclical
Food Ingredients
1.15B +6.24%
Basic Materials
Other Paper Packaging
873M -8.83%
Basic Materials
Wood Container & Packaging
21.94B -2.05%
Consumer Non-Cyclical
Other Food Processing
1.81B -13.91%
Basic Materials
Fertilizer
13.57B +34.98%
Basic Materials
Agricultural Chemicals Wholesale
38.1B +35.96%
Consumer Non-Cyclical
Other Food Processing
12.58B +1.94%
Consumer Non-Cyclical
Dairy Products
5.43B +8.71%
Consumer Non-Cyclical
Other Fishing & Farming
1.38B -3.20%
Industrials
Agricultural Machinery
4.6B -0.27%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
6.53B -10.08%
Basic Materials
Other Specialty Chemicals
728M +0.35%
Industrials
Commercial Equipment
7.38B -7.78%
Basic Materials
Other Specialty Chemicals
1.25B +3.50%
Basic Materials
Other Specialty Chemicals
5.47B +11.97%
Healthcare
Other Biotechnology & Medical Research
12.88B -1.41%
Basic Materials
Other Non-Paper Containers & Packaging
16.37B +16.92%
Consumer Non-Cyclical
Other Food Processing
51.12B -8.83%
Consumer Non-Cyclical
Other Food Processing
16.09B -13.27%
Industrials
Other Industrial Machinery & Equipment
23.28B +13.85%
Basic Materials
Other Agricultural Chemicals
52.88B +19.30%
Basic Materials
Other Specialty Chemicals
3.87B -2.98%
Industrials
Other Heavy Machinery & Vehicles
19.78B +22.06%
Basic Materials
Glass Containers & Packaging
1.73B -25.17%
Basic Materials
Other Specialty Chemicals
11.3B +5.81%
Consumer Non-Cyclical
Other Food Processing
12.89B -10.96%
- - 12.89B -
Industrials
Agricultural Machinery
160B +26.00%
Consumer Non-Cyclical
Dairy Products
4.39B -3.69%
Industrials
Other Heavy Machinery & Vehicles
8.81B +14.24%
Consumer Non-Cyclical
Other Food Processing
34.08B +27.14%
- - 3.78B -
Consumer Non-Cyclical
Food Ingredients
17.56B +4.26%
Industrials
Industrial Machinery
3.45B -17.06%
Basic Materials
Other Specialty Chemicals
32.5B -11.76%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
1.63B +19.39%
Industrials
Other Heavy Machinery & Vehicles
13.64B +17.19%
Basic Materials
Industrial Biotechnology Chemicals
25.14B -13.12%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
358M -8.20%
Consumer Non-Cyclical
Bread & Bakery Product Manufacturing
1.82B -20.68%
Consumer Non-Cyclical
Other Food Processing
6.03B +1.15%
Basic Materials
Other Paper Packaging
2.07B -17.94%
Basic Materials
Other Paper Packaging
22.06B +7.01%
Consumer Non-Cyclical
Vegetable, Fruit & Nut Farming
405M -15.13%
Basic Materials
Metal Containers & Packaging
2.59B +1.34%
Industrials
Agricultural Machinery
1.31B +7.53%
Consumer Cyclical
Internet & Mail Order Department Stores
2.24B -12.54%
Consumer Non-Cyclical
Dairy Products
333M -1.03%
Basic Materials
Other Specialty Chemicals
7.62B +8.31%
Basic Materials
Other Paper Packaging
5.8B +5.64%
Consumer Non-Cyclical
Fishing & Farming Wholesale
944M -15.04%
Basic Materials
Other Paper Packaging
3.03B -33.30%
Basic Materials
Other Paper Packaging
20.47B -4.65%
Basic Materials
Other Agricultural Chemicals
1.78B +6.06%
Consumer Cyclical
Health Food Stores
566M -0.20%
Consumer Cyclical
Nursery & Garden Centers
66.43M -26.89%
Consumer Non-Cyclical
Fishing & Farming Wholesale
944M +16.08%
Consumer Cyclical
Internet & Mail Order Department Stores
303M -8.24%
Consumer Non-Cyclical
Other Food Processing
765M +69.74%
Real Estate
Industrial REITs
3.37B -10.19%
Consumer Non-Cyclical
Food Ingredients
58.47M -42.04%
Consumer Non-Cyclical
Poultry Farming
4.2B +13.02%
Consumer Non-Cyclical
Other Fishing & Farming
1.95B +16.84%
Consumer Non-Cyclical
Fruit & Vegetable Processing
450M +16.14%
Consumer Non-Cyclical
Flour Milling
2.46B -8.83%
Basic Materials
Fertilizer
1.45B -0.73%
Financials
Shell Companies
611 -
Consumer Non-Cyclical
Special Foods & Wellbeing Products
320M -8.11%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
327M -8.00%

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