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
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%

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