Investment Themes
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% | ||
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