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
1.29B +61.57%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.58B -37.99%
Consumer Non-Cyclical
Food Ingredients
1.12B -5.72%
Consumer Non-Cyclical
Other Food Retail & Distribution
2.26B +40.83%
Consumer Non-Cyclical
Other Food Processing
6.78B -21.13%
Consumer Non-Cyclical
Other Food Processing
1.78B -9.92%
Basic Materials
Wood Container & Packaging
20.9B +24.17%
Technology
Other Electronic Equipment & Parts
16.97B +26.14%
Basic Materials
Fertilizer
8.93B +18.62%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
7.12B -16.16%
Industrials
Agricultural Machinery
4.43B +7.36%
Basic Materials
Other Specialty Chemicals
717M -13.08%
Consumer Non-Cyclical
Dairy Products
4.77B -2.04%
Basic Materials
Other Non-Paper Containers & Packaging
12.97B -11.16%
Basic Materials
Other Agricultural Chemicals
42.67B +12.62%
Industrials
Industrial Machinery
3.41B -19.71%
Consumer Non-Cyclical
Fishing & Farming Wholesale
1.23B +20.44%
Industrials
Other Heavy Machinery & Vehicles
7.88B +12.92%
Basic Materials
Agricultural Chemicals Wholesale
26.85B +24.11%
Consumer Non-Cyclical
Other Food Processing
9.89B +41.50%
Consumer Non-Cyclical
Other Fishing & Farming
1.24B -2.95%
Consumer Non-Cyclical
Other Food Processing
27.26B +12.79%
Industrials
Other Construction & Engineering
8.04B +32.97%
Industrials
Other Industrial Machinery & Equipment
19.19B -4.67%
Consumer Non-Cyclical
Other Food Processing
17.19B -14.69%
Basic Materials
Other Specialty Chemicals
11.55B -29.55%
Basic Materials
Other Paper Packaging
18.6B -33.51%
Industrials
Commercial Equipment
7.3B +11.17%
Consumer Non-Cyclical
Other Food Processing
57.68B +20.09%
Consumer Non-Cyclical
Other Food Processing
14.79B -14.64%
- - 14.79B -
Industrials
Agricultural Machinery
1.21B -6.28%
Healthcare
Other Biotechnology & Medical Research
11.99B +18.19%
Basic Materials
Other Specialty Chemicals
1.18B -18.10%
Industrials
Other Heavy Machinery & Vehicles
12.83B -14.74%
Basic Materials
Other Specialty Chemicals
3.91B +30.75%
Basic Materials
Other Paper Packaging
19.29B -29.21%
Consumer Non-Cyclical
Dairy Products
5B -20.00%
Consumer Non-Cyclical
Dairy Products
460M +14.59%
Basic Materials
Industrial Biotechnology Chemicals
29.86B +1.28%
Basic Materials
Other Agricultural Chemicals
1.62B -71.22%
Consumer Non-Cyclical
Bread & Bakery Product Manufacturing
2.46B -42.55%
Basic Materials
Other Specialty Chemicals
4.93B -6.40%
Basic Materials
Other Specialty Chemicals
37.9B -15.43%
Consumer Non-Cyclical
Poultry Farming
4.27B -13.80%
Consumer Cyclical
Internet & Mail Order Department Stores
2.16B -34.83%
Basic Materials
Other Paper Packaging
4.86B -39.51%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
950M +35.87%
Industrials
Other Heavy Machinery & Vehicles
14.73B +12.43%
Basic Materials
Other Specialty Chemicals
7.47B -16.02%
Consumer Non-Cyclical
Other Food Processing
8.62B -6.60%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
376M +1.93%
Basic Materials
Other Paper Packaging
2.26B -13.95%
Industrials
Agricultural Machinery
129B +10.41%
Basic Materials
Other Paper Packaging
836M -0.25%
- - 3.73B -
Consumer Non-Cyclical
Fishing & Farming Wholesale
852M -14.06%
Basic Materials
Glass Containers & Packaging
2.03B +18.82%
Basic Materials
Metal Containers & Packaging
1.98B +12.96%
Basic Materials
Other Paper Packaging
3.84B -53.66%
Consumer Non-Cyclical
Other Food Processing
456M -48.44%
Consumer Non-Cyclical
Food Ingredients
16.1B -26.67%
Consumer Non-Cyclical
Vegetable, Fruit & Nut Farming
335M +283.92%
Consumer Cyclical
Internet & Mail Order Department Stores
384M +35.32%
Consumer Cyclical
Nursery & Garden Centers
82.48M +4.73%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
468M -63.03%
Real Estate
Industrial REITs
3.38B -45.09%
Consumer Non-Cyclical
Food Ingredients
96.61M -80.49%
Consumer Non-Cyclical
Fruit & Vegetable Processing
389M -14.51%
Consumer Non-Cyclical
Other Fishing & Farming
1.74B +12.29%
Consumer Cyclical
Health Food Stores
718M -20.64%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
83 -
Consumer Non-Cyclical
Flour Milling
2.87B +0.75%
Basic Materials
Fertilizer
1.52B -5.77%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
397M -36.36%
Financials
Shell Companies
611 -97.16%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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