Investment Themes

The Cannabis Industry, the emergence of a new asset class

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Investment Themes

On October 17, 2018, Canada entered a new era of the assumed and uncomplicated legalization of cannabis. It became the first G7 country to allow the cultivation and use of cannabis for recreational purposes. There is little doubt that this historic decision will give food for thought to other governments, which are closely monitoring the Canadian experiment.

As such, a diffusion of this model to other Western economies would necessarily be accompanied by an exponential growth of the cannabis industry, which is still in its infancy, offering many investment opportunities with it. Real sectors are being set up, economic models are emerging, all under the watchful eye of giants in the agri-food and pharmaceutical industries. It is within this framework that a real asset class is emerging, with its own standards in terms of volatility and growth. The cannabis industry is indeed one of the sectors with the highest growth rates but still remains composed of non-profit actors. Market expectations are thus high and delays in achieving the objectives communicated are severely sanctioned, the price to pay to support confusing growth rates. This thematic list targets producers who play an important role in the research, production, processing and sale of cannabis for medical and recreational use.

Our selection

Healthcare
Other Pharmaceuticals
62Cr -44.41%
Healthcare
Recreational Pharmaceuticals
222.45Cr +35.52%
Real Estate
Industrial REITs
173.63Cr +22.80%
Healthcare
Alternative Medicine
104.98Cr +6.67%
Healthcare
Medical Farming
15Cr -35.93%
Healthcare
Other Pharmaceuticals
33Cr -27.11%
Consumer Non-Cyclical
Cannabis Product Retailers
187.75Cr +7.08%
Real Estate
Mortgage REITs
8.14Cr +19.65%
Healthcare
Other Pharmaceuticals
75.04L -48.74%
Healthcare
Alternative Medicine
40Cr -8.33%
Consumer Cyclical
Nursery & Garden Centers
9.55Cr +0.67%
Consumer Non-Cyclical
Cannabis Product Retailers
23Cr -1.01%
- - 285.1Cr -
Healthcare
Alternative Medicine
20Cr -20.45%
Consumer Non-Cyclical
Tobacco Stores
4.71Cr -33.93%
Healthcare
Other Pharmaceuticals
38Cr -12.65%
Healthcare
Other Biotechnology & Medical Research
12Cr +13.74%
Healthcare
Bio Therapeutic Drugs
14Cr -5.41%
- - 95.3L -
Healthcare
Recreational Pharmaceuticals
2.28Cr +7.69%
Healthcare
Alternative Medicine
6.45Cr +5.05%
Healthcare
Alternative Medicine
15Cr +6.90%
Healthcare
Other Biotechnology & Medical Research
2.82Cr -0.14%
Healthcare
Medical Farming
2.5Cr 0.00%
Technology
Blockchain & Cryptocurrency (NEC)
2.98Cr -7.02%
Healthcare
Alternative Medicine
35Cr -
Technology
Other IT Services & Consulting
1.15Cr -25.72%
Healthcare
Recreational Pharmaceuticals
60Cr -27.71%
Industrials
Other Industrial Machinery & Equipment
1.96Cr -39.74%
Consumer Non-Cyclical
Other Personal Products
6.26Cr -48.81%
Healthcare
Bio Therapeutic Drugs
2.45Cr -46.67%
- - 4 -
- - 54.18L -

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