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 | 1.29B | +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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