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 | 2.45B | +81.55% | ||
| Consumer Non-Cyclical | Vegetable, Fruit & Nut Farming | 238M | -43.01% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 3.06B | +50.25% | ||
| Industrials | Other Construction & Engineering | 9.94B | +27.32% | ||
| Consumer Non-Cyclical | Other Food Retail & Distribution | 8.16B | +8.97% | ||
| Technology | Other Electronic Equipment & Parts | 23.48B | +9.50% | ||
| Basic Materials | Fertilizer | 12.66B | +15.94% | ||
| Basic Materials | Other Specialty Chemicals | 1.33B | +7.32% | ||
| Consumer Non-Cyclical | Food Ingredients | 1.03B | -1.89% | ||
| Industrials | Other Heavy Machinery & Vehicles | 19.67B | +21.88% | ||
| Consumer Non-Cyclical | Other Food Processing | 6.47B | -7.00% | ||
| Basic Materials | Wood Container & Packaging | 17.01B | -20.25% | ||
| Consumer Non-Cyclical | Other Food Processing | 39.17B | +41.38% | ||
| Consumer Non-Cyclical | Other Food Processing | 12.01B | +1.14% | ||
| Basic Materials | Agricultural Chemicals Wholesale | 31.28B | +7.15% | ||
| Consumer Non-Cyclical | Starch, Vegetable Fat & Oil Manufacturing | 6.54B | -10.84% | ||
| Basic Materials | Other Specialty Chemicals | 5.1B | +27.49% | ||
| Basic Materials | Other Specialty Chemicals | 5.19B | +5.41% | ||
| Consumer Non-Cyclical | Other Food Processing | 13.35B | -27.04% | ||
| Consumer Non-Cyclical | Other Fishing & Farming | 1.36B | -4.40% | ||
| Basic Materials | Other Non-Paper Containers & Packaging | 14.57B | +3.30% | ||
| Consumer Non-Cyclical | Dairy Products | 5.87B | +19.86% | ||
| Industrials | Commercial Equipment | 6.2B | -21.02% | ||
| Industrials | Other Industrial Machinery & Equipment | 23.12B | +13.12% | ||
| Basic Materials | Other Paper Packaging | 757M | -16.53% | ||
| Industrials | Agricultural Machinery | 3.88B | -16.28% | ||
| Basic Materials | Other Specialty Chemicals | 786M | +12.14% | ||
| Industrials | Industrial Machinery | 2.94B | -30.70% | ||
| Consumer Non-Cyclical | Other Food Processing | 49.07B | -13.31% | ||
| Consumer Non-Cyclical | Other Food Processing | 14.13B | -1.22% | ||
| - | - | 14.13B | - | ||
| Industrials | Other Heavy Machinery & Vehicles | 7.87B | +4.21% | ||
| Consumer Non-Cyclical | Other Food Processing | 2.15B | +8.11% | ||
| Basic Materials | Other Specialty Chemicals | 13.19B | +20.41% | ||
| Industrials | Agricultural Machinery | 151B | +20.29% | ||
| Healthcare | Other Biotechnology & Medical Research | 13.21B | +5.10% | ||
| Consumer Non-Cyclical | Dairy Products | 3.51B | -22.66% | ||
| Consumer Cyclical | Health Food Stores | 725M | +25.55% | ||
| Industrials | Other Heavy Machinery & Vehicles | 12.62B | +10.41% | ||
| Basic Materials | Other Agricultural Chemicals | 49.8B | +11.08% | ||
| Basic Materials | Industrial Biotechnology Chemicals | 28.26B | -5.20% | ||
| Basic Materials | Other Specialty Chemicals | 8.29B | +16.62% | ||
| Consumer Non-Cyclical | Bread & Bakery Product Manufacturing | 1.65B | -28.58% | ||
| Consumer Non-Cyclical | Food Ingredients | 18.95B | +10.15% | ||
| Basic Materials | Other Paper Packaging | 20.4B | +0.72% | ||
| Consumer Non-Cyclical | Other Food Processing | 6.09B | +5.35% | ||
| Basic Materials | Metal Containers & Packaging | 2.42B | -1.22% | ||
| Basic Materials | Other Specialty Chemicals | 36.5B | +0.29% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 2.23B | -16.31% | ||
| Consumer Non-Cyclical | Dairy Products | 258M | -22.83% | ||
| Basic Materials | Other Agricultural Chemicals | 1.35B | -22.13% | ||
| Basic Materials | Other Paper Packaging | 5.85B | +4.41% | ||
| Basic Materials | Glass Containers & Packaging | 1.28B | -43.43% | ||
| Consumer Non-Cyclical | Fishing & Farming Wholesale | 780M | -28.69% | ||
| Basic Materials | Other Paper Packaging | 16.87B | -19.14% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 1.17B | -12.18% | ||
| Consumer Non-Cyclical | Vegan & Vegetarian Food Manufacturing | 352M | -16.79% | ||
| Basic Materials | Other Paper Packaging | 1.59B | -36.53% | ||
| Consumer Cyclical | Nursery & Garden Centers | 90.74M | +0.67% | ||
| Basic Materials | Other Paper Packaging | 3.06B | -31.41% | ||
| Industrials | Agricultural Machinery | 1.17B | -4.34% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 301M | -14.00% | ||
| - | - | 4.72B | - | ||
| Real Estate | Industrial REITs | 4.1B | +11.66% | ||
| Consumer Non-Cyclical | Poultry Farming | 3.75B | -0.63% | ||
| Consumer Non-Cyclical | Food Ingredients | 57.23M | -40.74% | ||
| Consumer Non-Cyclical | Fishing & Farming Wholesale | 993M | -3.10% | ||
| Consumer Non-Cyclical | Other Fishing & Farming | 1.38B | -18.38% | ||
| Consumer Cyclical | Internet & Mail Order Department Stores | 345M | +5.29% | ||
| Consumer Non-Cyclical | Fruit & Vegetable Processing | 466M | +19.95% | ||
| Consumer Non-Cyclical | Special Foods & Wellbeing Products | 276M | -19.73% | ||
| Financials | Shell Companies | 611 | - | ||
| Basic Materials | Fertilizer | 1.46B | -1.05% | ||
| Consumer Non-Cyclical | Flour Milling | 2.35B | -12.62% | ||
News of the components
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