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
| Consumer Non-Cyclical | Other Food Processing | 2.13B | +8.22% | ||
| Basic Materials | Other Commodity Chemicals | 1.51B | +11.30% | ||
| Consumer Non-Cyclical | Food Ingredients | 1.08B | +2.65% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 7.94B | -1.36% | ||
| Technology | Other Electronic Equipment & Parts | 18.59B | +4.52% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 2.15B | +4.04% | ||
| Basic Materials | Wood Container & Packaging | 21.25B | +1.96% | ||
| Industrials | Commercial Equipment | 8.27B | +5.45% | ||
| Basic Materials | Fertilizer | 10.68B | +1.04% | ||
| Basic Materials | Other Specialty Chemicals | 5.38B | +10.03% | ||
| Industrials | Other Heavy Machinery & Vehicles | 8.45B | +6.74% | ||
| Basic Materials | Other Non-Paper Containers & Packaging | 14.98B | +5.87% | ||
| Basic Materials | Agricultural Chemicals Wholesale | 32.8B | +9.04% | ||
| Consumer Non-Cyclical | Dairy Products | 4.98B | -0.14% | ||
| Consumer Non-Cyclical | Other Food Processing | 7.42B | +4.21% | ||
| Basic Materials | Other Agricultural Chemicals | 47.64B | +3.89% | ||
| Consumer Non-Cyclical | Starch, Vegetable Fat & Oil Manufacturing | 7.26B | -2.05% | ||
| Basic Materials | Other Specialty Chemicals | 744M | +2.31% | ||
| Consumer Non-Cyclical | Other Food Processing | 12.33B | +0.44% | ||
| Consumer Non-Cyclical | Other Food Processing | 56.87B | -1.75% | ||
| Consumer Non-Cyclical | Other Fishing & Farming | 1.42B | -2.33% | ||
| - | - | 13.94B | - | ||
| Consumer Non-Cyclical | Other Food Processing | 13.94B | -4.29% | ||
| Industrials | Other Industrial Machinery & Equipment | 22.79B | +8.95% | ||
| Consumer Non-Cyclical | Other Food Processing | 18.43B | -1.57% | ||
| Industrials | Other Construction & Engineering | 8.67B | +10.26% | ||
| Industrials | Agricultural Machinery | 4.55B | -4.21% | ||
| Consumer Non-Cyclical | Fishing & Farming Wholesale | 1.04B | +1.53% | ||
| Basic Materials | Other Paper Packaging | 22.57B | +10.45% | ||
| Industrials | Industrial Machinery | 3.87B | -2.79% | ||
| Basic Materials | Other Paper Packaging | 1.01B | +6.66% | ||
| Basic Materials | Other Specialty Chemicals | 1.3B | +4.58% | ||
| - | - | 4.11B | - | ||
| Consumer Non-Cyclical | Dairy Products | 4.52B | -2.22% | ||
| Basic Materials | Other Specialty Chemicals | 12.06B | +6.65% | ||
| Basic Materials | Other Specialty Chemicals | 4.13B | +3.57% | ||
| Industrials | Agricultural Machinery | 140B | +10.49% | ||
| Industrials | Other Heavy Machinery & Vehicles | 17.47B | +13.56% | ||
| Consumer Non-Cyclical | Bread & Bakery Product Manufacturing | 2.34B | +0.92% | ||
| Healthcare | Other Biotechnology & Medical Research | 14.86B | +15.58% | ||
| Consumer Non-Cyclical | Other Food Processing | 31.99B | +13.38% | ||
| Basic Materials | Other Specialty Chemicals | 36.99B | +1.21% | ||
| Industrials | Other Heavy Machinery & Vehicles | 13.49B | +18.44% | ||
| Basic Materials | Industrial Biotechnology Chemicals | 30.53B | +2.57% | ||
| Consumer Non-Cyclical | Vegan & Vegetarian Food Manufacturing | 472M | +20.17% | ||
| Consumer Non-Cyclical | Vegetable, Fruit & Nut Farming | 396M | -6.30% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 3.17B | +19.49% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 1.72B | +31.65% | ||
| Basic Materials | Other Paper Packaging | 2.55B | +0.11% | ||
| Basic Materials | Other Paper Packaging | 4.56B | +1.46% | ||
| Consumer Non-Cyclical | Other Food Processing | 6.1B | +3.44% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 353M | +1.25% | ||
| Basic Materials | Other Paper Packaging | 23.05B | +10.05% | ||
| Consumer Non-Cyclical | Poultry Farming | 3.68B | -2.07% | ||
| Consumer Cyclical | Health Food Stores | 619M | +6.79% | ||
| Basic Materials | Metal Containers & Packaging | 2.62B | +6.59% | ||
| Consumer Cyclical | Nursery & Garden Centers | 90.36M | -0.67% | ||
| Industrials | Agricultural Machinery | 1.32B | +5.55% | ||
| Basic Materials | Glass Containers & Packaging | 2.43B | +4.34% | ||
| Basic Materials | Other Specialty Chemicals | 7.3B | -2.40% | ||
| Consumer Non-Cyclical | Dairy Products | 345M | +7.76% | ||
| Consumer Non-Cyclical | Fishing & Farming Wholesale | 867M | +7.24% | ||
| Consumer Non-Cyclical | Food Ingredients | 18.14B | +6.37% | ||
| Basic Materials | Other Agricultural Chemicals | 1.93B | +10.67% | ||
| Basic Materials | Other Paper Packaging | 5.83B | +6.79% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 336M | +2.95% | ||
| Consumer Non-Cyclical | Fruit & Vegetable Processing | 458M | +19.17% | ||
| Real Estate | Industrial REITs | 3.82B | +5.44% | ||
| Consumer Non-Cyclical | Food Ingredients | 108M | +14.02% | ||
| Consumer Non-Cyclical | Other Food Processing | 551M | +22.24% | ||
| Consumer Non-Cyclical | Other Fishing & Farming | 1.84B | +3.68% | ||
| Basic Materials | Fertilizer | 1.46B | -1.67% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 398M | +11.89% | ||
| Financials | Shell Companies | 611 | - | ||
| Consumer Non-Cyclical | Vegan & Vegetarian Food Manufacturing | 83 | - | ||
| Consumer Non-Cyclical | Flour Milling | 2.66B | -1.68% | ||
News of the components
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