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
2B +46.78%
Consumer Non-Cyclical
Other Food Retail & Distribution
7.23B -4.04%
Technology
Other Electronic Equipment & Parts
20.29B +15.13%
Industrials
Other Construction & Engineering
8.82B +12.24%
Consumer Non-Cyclical
Other Food Retail & Distribution
2.34B +13.93%
Consumer Non-Cyclical
Other Food Processing
7.16B +3.10%
Consumer Non-Cyclical
Other Food Processing
1.94B -4.49%
Consumer Non-Cyclical
Food Ingredients
1.18B +11.34%
Basic Materials
Other Paper Packaging
913M -1.20%
Basic Materials
Wood Container & Packaging
23.87B +6.97%
Basic Materials
Fertilizer
12.79B +17.25%
Basic Materials
Agricultural Chemicals Wholesale
35.36B +18.56%
Consumer Non-Cyclical
Other Food Processing
12.78B +4.14%
Consumer Non-Cyclical
Other Fishing & Farming
1.47B +3.07%
Consumer Non-Cyclical
Dairy Products
5.53B +9.80%
Industrials
Commercial Equipment
8.05B +2.82%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
6.72B -9.86%
Basic Materials
Other Specialty Chemicals
735M +1.14%
Industrials
Agricultural Machinery
4.72B +2.71%
Basic Materials
Other Specialty Chemicals
1.27B +3.12%
Healthcare
Other Biotechnology & Medical Research
13.72B +6.76%
Basic Materials
Other Non-Paper Containers & Packaging
17.24B +22.30%
Basic Materials
Other Specialty Chemicals
5.85B +19.11%
Consumer Non-Cyclical
Other Food Processing
52.81B -7.74%
Industrials
Other Industrial Machinery & Equipment
23.45B +13.51%
Consumer Non-Cyclical
Other Food Processing
17.63B -3.54%
Basic Materials
Other Agricultural Chemicals
52.46B +16.37%
Basic Materials
Other Specialty Chemicals
4.08B +2.10%
Basic Materials
Glass Containers & Packaging
1.89B -15.85%
- - 13.04B -
Consumer Non-Cyclical
Other Food Processing
13.04B -9.87%
Consumer Non-Cyclical
Dairy Products
4.17B -8.37%
- - 4.17B -
Industrials
Other Heavy Machinery & Vehicles
9.73B +28.85%
Industrials
Agricultural Machinery
166B +31.89%
Consumer Non-Cyclical
Food Ingredients
19.98B +16.03%
Industrials
Industrial Machinery
3.51B -15.15%
Industrials
Other Heavy Machinery & Vehicles
20.27B +27.36%
Consumer Cyclical
Internet & Mail Order Department Stores
2.23B -15.14%
Consumer Non-Cyclical
Other Food Processing
32.35B +16.92%
Basic Materials
Other Specialty Chemicals
11.49B +5.31%
Basic Materials
Other Specialty Chemicals
34.61B -6.52%
Basic Materials
Industrial Biotechnology Chemicals
27.04B -8.93%
Industrials
Other Heavy Machinery & Vehicles
14.78B +29.07%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
1.78B +33.59%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
358M -3.66%
Consumer Non-Cyclical
Bread & Bakery Product Manufacturing
1.91B -16.91%
Basic Materials
Other Paper Packaging
2.15B -15.39%
Basic Materials
Other Paper Packaging
23.63B +16.86%
Consumer Non-Cyclical
Other Food Processing
6.39B +9.88%
Consumer Non-Cyclical
Vegetable, Fruit & Nut Farming
396M -6.03%
Basic Materials
Other Paper Packaging
22.54B +8.10%
Basic Materials
Metal Containers & Packaging
2.82B +15.12%
Industrials
Agricultural Machinery
1.41B +14.47%
Consumer Non-Cyclical
Dairy Products
350M +4.77%
Basic Materials
Other Specialty Chemicals
7.5B +6.29%
Consumer Non-Cyclical
Fishing & Farming Wholesale
933M -13.79%
Basic Materials
Other Paper Packaging
3.31B -25.70%
Basic Materials
Other Paper Packaging
5.85B +6.17%
Basic Materials
Other Agricultural Chemicals
1.71B -1.37%
Consumer Cyclical
Health Food Stores
609M +5.55%
Consumer Cyclical
Nursery & Garden Centers
67.02M -25.33%
Consumer Non-Cyclical
Fishing & Farming Wholesale
1.01B +23.28%
Consumer Cyclical
Internet & Mail Order Department Stores
300M -7.70%
Consumer Non-Cyclical
Other Food Processing
763M +69.74%
Real Estate
Industrial REITs
3.58B -2.33%
Consumer Non-Cyclical
Food Ingredients
64.28M -33.98%
Consumer Non-Cyclical
Poultry Farming
4.22B +11.22%
Consumer Non-Cyclical
Other Fishing & Farming
2.02B +19.73%
Consumer Non-Cyclical
Fruit & Vegetable Processing
475M +22.16%
Basic Materials
Fertilizer
1.43B -3.35%
Consumer Non-Cyclical
Flour Milling
2.47B -8.20%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
318M -7.57%
Financials
Shell Companies
611 -
Consumer Non-Cyclical
Special Foods & Wellbeing Products
317M -8.75%

News of the components

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