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
2.6B +90.27%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.56B +0.89%
Consumer Non-Cyclical
Other Food Processing
13.85B -24.33%
Industrials
Other Construction & Engineering
10.61B +35.89%
Technology
Other Electronic Equipment & Parts
18.42B +2.83%
Consumer Non-Cyclical
Other Food Processing
38.06B +37.38%
Industrials
Other Heavy Machinery & Vehicles
18.89B +22.42%
Basic Materials
Fertilizer
11.55B +6.38%
Consumer Non-Cyclical
Other Food Retail & Distribution
2.9B +42.38%
Basic Materials
Other Specialty Chemicals
1.36B +11.15%
Healthcare
Medical Farming
229M -45.07%
Basic Materials
Agricultural Chemicals Wholesale
31B +8.00%
Basic Materials
Other Specialty Chemicals
5.11B +27.71%
Consumer Non-Cyclical
Other Food Processing
6.15B -11.58%
Consumer Non-Cyclical
Other Food Processing
11.67B +0.24%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
6.64B -7.13%
Basic Materials
Other Specialty Chemicals
5.25B +6.63%
Consumer Non-Cyclical
Food Ingredients
1.02B -2.65%
Basic Materials
Wood Container & Packaging
17.92B -18.38%
Consumer Non-Cyclical
Other Fishing & Farming
1.33B -6.47%
Basic Materials
Other Non-Paper Containers & Packaging
16.24B +15.16%
Consumer Non-Cyclical
Dairy Products
5.89B +20.27%
Industrials
Commercial Equipment
7.11B -9.36%
Consumer Non-Cyclical
Other Food Processing
2.17B +9.18%
Industrials
Agricultural Machinery
3.84B -15.06%
Industrials
Other Industrial Machinery & Equipment
23.97B +20.94%
Industrials
Agricultural Machinery
160B +27.35%
Basic Materials
Other Specialty Chemicals
806M +14.44%
Industrials
Industrial Machinery
2.9B -29.96%
- - 14.97B -
Consumer Non-Cyclical
Other Food Processing
14.97B +6.03%
Industrials
Other Heavy Machinery & Vehicles
8.2B +8.57%
Consumer Non-Cyclical
Other Food Processing
53B -5.76%
Basic Materials
Other Specialty Chemicals
13.94B +28.31%
Consumer Non-Cyclical
Dairy Products
3.38B -25.62%
Consumer Cyclical
Health Food Stores
760M +31.74%
Industrials
Other Heavy Machinery & Vehicles
12.75B +11.50%
Healthcare
Other Biotechnology & Medical Research
13.74B +11.76%
Basic Materials
Industrial Biotechnology Chemicals
30.1B +4.12%
Basic Materials
Other Specialty Chemicals
39.12B +8.96%
Basic Materials
Other Agricultural Chemicals
56.09B +25.11%
Basic Materials
Other Specialty Chemicals
8.73B +23.13%
Consumer Non-Cyclical
Other Food Processing
6.25B +8.00%
Basic Materials
Other Paper Packaging
835M -6.34%
Consumer Non-Cyclical
Bread & Bakery Product Manufacturing
1.71B -25.74%
Basic Materials
Other Paper Packaging
22.52B +11.17%
Basic Materials
Metal Containers & Packaging
2.77B +12.93%
Basic Materials
Other Paper Packaging
6.32B +16.31%
Consumer Cyclical
Internet & Mail Order Department Stores
1.97B -24.75%
Consumer Non-Cyclical
Dairy Products
299M -10.38%
Consumer Non-Cyclical
Food Ingredients
20.05B +16.53%
Basic Materials
Other Agricultural Chemicals
1.36B -21.49%
Basic Materials
Glass Containers & Packaging
1.43B -36.99%
Consumer Non-Cyclical
Fishing & Farming Wholesale
747M -32.31%
Basic Materials
Other Paper Packaging
19.69B -5.61%
Basic Materials
Other Paper Packaging
1.6B -33.17%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
1.34B +0.08%
Consumer Cyclical
Nursery & Garden Centers
92.54M +2.67%
Basic Materials
Other Paper Packaging
3B -32.60%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
296M -13.75%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
348M -17.72%
Industrials
Agricultural Machinery
1.13B -5.68%
- - 4.61B -
Real Estate
Industrial REITs
4.49B +22.24%
Consumer Non-Cyclical
Food Ingredients
50.42M -47.79%
Consumer Non-Cyclical
Poultry Farming
4.04B +7.26%
Consumer Non-Cyclical
Fishing & Farming Wholesale
1.18B +15.09%
Consumer Non-Cyclical
Other Fishing & Farming
1.32B -22.14%
Consumer Cyclical
Internet & Mail Order Department Stores
328M +1.07%
Basic Materials
Fertilizer
1.45B -0.52%
Consumer Non-Cyclical
Flour Milling
2.27B -13.98%
Consumer Non-Cyclical
Fruit & Vegetable Processing
466M +19.95%
Financials
Shell Companies
6 -
Consumer Non-Cyclical
Special Foods & Wellbeing Products
313M -7.30%

News of the components

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Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The food of tomorrow