Investment Themes

The food of tomorrow

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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
1.5B +85.69%
Consumer Non-Cyclical
Food Ingredients
1.07B -6.80%
Consumer Non-Cyclical
Other Food Retail & Distribution
8.33B -32.68%
Technology
Other Electronic Equipment & Parts
18.4B +36.04%
Consumer Non-Cyclical
Other Food Retail & Distribution
2.08B +24.90%
Basic Materials
Wood Container & Packaging
20.92B +20.48%
Consumer Non-Cyclical
Other Food Processing
1.92B -2.20%
Basic Materials
Fertilizer
9.82B +29.62%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
7.48B -14.07%
Consumer Non-Cyclical
Other Food Processing
6.88B -21.26%
Basic Materials
Other Specialty Chemicals
4.87B -7.67%
Basic Materials
Other Specialty Chemicals
707M -12.46%
Industrials
Other Heavy Machinery & Vehicles
7.85B +12.60%
Basic Materials
Other Non-Paper Containers & Packaging
13.14B -11.06%
Industrials
Commercial Equipment
7.33B +10.94%
Basic Materials
Agricultural Chemicals Wholesale
29.08B +29.66%
Consumer Non-Cyclical
Dairy Products
4.84B -1.09%
Consumer Non-Cyclical
Fishing & Farming Wholesale
1.18B +11.99%
Basic Materials
Other Agricultural Chemicals
44.6B +15.87%
Industrials
Agricultural Machinery
4.58B +10.74%
Consumer Non-Cyclical
Other Food Processing
57.25B +16.98%
Consumer Non-Cyclical
Other Fishing & Farming
1.42B +10.04%
Industrials
Other Industrial Machinery & Equipment
20.42B +0.61%
Industrials
Other Construction & Engineering
8.17B +35.29%
Basic Materials
Other Specialty Chemicals
11.26B -32.16%
Consumer Non-Cyclical
Other Food Processing
16.98B -16.97%
Basic Materials
Other Paper Packaging
18.77B -33.09%
Industrials
Industrial Machinery
4B -6.62%
Basic Materials
Other Specialty Chemicals
1.25B -13.56%
Consumer Non-Cyclical
Other Food Processing
11.5B +55.62%
Consumer Non-Cyclical
Other Food Processing
14.66B -16.30%
- - 14.66B -
Healthcare
Other Biotechnology & Medical Research
12.12B +19.29%
Consumer Non-Cyclical
Other Food Processing
28.36B +16.81%
Consumer Non-Cyclical
Dairy Products
4.71B -24.22%
Basic Materials
Other Specialty Chemicals
3.92B +29.65%
- - 3.88B -
Consumer Cyclical
Internet & Mail Order Department Stores
2.04B -38.89%
Consumer Non-Cyclical
Bread & Bakery Product Manufacturing
2.28B -47.82%
Industrials
Other Heavy Machinery & Vehicles
16.46B +22.35%
Basic Materials
Other Specialty Chemicals
38.37B -15.58%
Industrials
Other Heavy Machinery & Vehicles
11.77B -16.68%
Basic Materials
Industrial Biotechnology Chemicals
29.29B -0.93%
Consumer Non-Cyclical
Poultry Farming
4.11B -17.69%
Basic Materials
Other Paper Packaging
899M +3.36%
Consumer Non-Cyclical
Vegetable, Fruit & Nut Farming
387M +334.50%
Consumer Non-Cyclical
Other Food Processing
8.32B -10.67%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
1.26B +82.36%
Basic Materials
Other Paper Packaging
4.72B -41.13%
Basic Materials
Other Paper Packaging
2.46B -8.19%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
349M -4.34%
Industrials
Agricultural Machinery
128B +12.13%
Industrials
Agricultural Machinery
1.26B +0.48%
Basic Materials
Other Paper Packaging
20.63B -27.42%
Basic Materials
Metal Containers & Packaging
2.34B +29.90%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
553M -67.55%
Basic Materials
Other Specialty Chemicals
7.05B -22.65%
Basic Materials
Glass Containers & Packaging
2.21B +33.03%
Consumer Non-Cyclical
Dairy Products
369M -8.27%
Consumer Cyclical
Nursery & Garden Centers
87.97M -13.02%
Consumer Non-Cyclical
Food Ingredients
17.2B -20.54%
Basic Materials
Other Agricultural Chemicals
1.66B -72.68%
Basic Materials
Other Paper Packaging
4.51B -46.90%
Consumer Non-Cyclical
Fishing & Farming Wholesale
853M -15.94%
Consumer Cyclical
Internet & Mail Order Department Stores
316M +12.22%
Real Estate
Industrial REITs
3.06B -49.77%
Consumer Non-Cyclical
Other Food Processing
427M -53.12%
Consumer Non-Cyclical
Food Ingredients
93.28M -83.25%
Consumer Non-Cyclical
Fruit & Vegetable Processing
369M -18.94%
Consumer Non-Cyclical
Other Fishing & Farming
1.77B +11.83%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
8.36K -
Consumer Non-Cyclical
Special Foods & Wellbeing Products
407M -34.39%
Basic Materials
Fertilizer
1.48B -7.53%
Consumer Non-Cyclical
Flour Milling
2.7B -2.25%
Financials
Shell Companies
6 -
Consumer Cyclical
Health Food Stores
576M -36.86%

News of the components

░░░░ ░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░░░ ░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░░ ░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░ ░░░░░░ ░ ░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░ ░░░░░░ ░░░ ░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░ ░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░ ░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░░░░░ ░ ░░░ ░░░░░
░░░░ ░░░░░░░░░░░ ░ ░░ ░░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░░░░░░ ░░░░ ░░░░░ ░░░░░░░░░░
░░░░ ░░░░ ░░░░░░░░ ░░░░ ░░░░░ ░░░░░ ░░░ ░░░░ ░░░ ░░░░ ░░░░░░░░░░░
░░░░ ░ ░░░░░░░ ░░░░░ ░░ ░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░ ░ ░░░░░ ░░░ ░░░░░░ ░░░░░░░░░░░░ ░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░
░░░░ ░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░ ░ ░░░░ ░░░░░░░░░░░░░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░ ░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░ ░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░░░░ ░░░░░░░░░░░░░░░
░░░░ ░░░░░░ ░░ ░░░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░░ ░░░░ ░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░░░░░░ ░░░ ░░░ ░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░ ░░░░ ░░ ░░░ ░░░░░░░░ ░░░ ░░░░░ ░░░░░░░
░░░░ ░░░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░░░░░ ░░░░░░░░ ░░░ ░░░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░
░░░░ ░ ░░░░ ░░░░░ ░░ ░ ░░░░░░░░░░░░░░░░ ░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░ ░ ░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░░░░░░░░
░░░░ ░░░░░░ ░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░ ░░░░░░░ ░░░ ░░░░░ ░░░░░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░░░░░░░ ░░░░░
░░░░ ░░░░░░░░ ░░░░░ ░░░ ░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░ ░░ ░░░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░░░░ ░ ░░░ ░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░ ░ ░░░ ░░░░░ ░ ░░░░░ ░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░ ░ ░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░ ░░░ ░░░░░░░ ░░░░ ░ ░░░ ░░░░░ ░ ░░░░░░ ░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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