Investment Themes

The circular economy

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Investment Themes

The circular economy is a model of production and consumption that involves sharing, reusing, repairing, renovating and recycling existing products and materials for as long as possible, so that they retain their value. In this way, the life cycle of products is extended to reduce the use of raw materials and the production of waste.

Our planet's resources are increasingly stretched, and the world is struggling to cope with the waste from single-use products. It's all about reusing, repairing and recycling goods and services to reduce our carbon and material footprint. Reusing or recycling products will slow down the use of natural resources, reduce landscape and habitat disturbance, and help limit the loss of biodiversity. Another advantage of the circular economy is the reduction in greenhouse gas emissions.

The world's population is growing, and with it the demand for raw materials. However, the supply of raw materials is limited. Recycling raw materials mitigates the risks associated with supply, such as price volatility, availability and dependence on imports. With the exponential growth in demand for solar panels and electric vehicles, recycling used batteries and panels is becoming an urgent necessity.

This thematic listing offers exposure to companies that contribute to recycling or other forms of resource efficiency. As the circular economy gains momentum, these companies should ultimately benefit from growing demand for their services.

Our selection

Basic Materials
Other Steel
249.97Cr +7.95%
Basic Materials
Other Paper Packaging
440.29Cr +23.86%
Industrials
Other Environmental Services & Equipment
481.23Cr +9.80%
Consumer Non-Cyclical
Other Food Processing
633.38Cr +12.25%
Basic Materials
Other Steel
823.6Cr +7.86%
Basic Materials
Other Paper Packaging
182.79Cr +17.14%
Basic Materials
Other Specialty Chemicals
548.42Cr +8.32%
Industrials
Other Environmental Services & Equipment
130.51Cr +7.95%
Energy
Ethanol Fuels
78Cr +16.22%
Basic Materials
Other Paper Products
1.52TCr -0.44%
Industrials
Waste Management, Disposal & Recycling Services
635.44Cr +3.46%
Industrials
Other Environmental Services & Equipment
1.36TCr +9.23%
- - 428.63Cr -
Industrials
Waste Management, Disposal & Recycling Services
69Cr +2.45%
Basic Materials
Plastic Containers & Packaging
133.89Cr -1.06%
Industrials
Waste Management, Disposal & Recycling Services
148.49Cr +8.07%
Utilities
Other Water Utilities
1.11TCr -0.36%
Utilities
Other Multiline Utilities
2.52TCr +0.50%
Utilities
Other Multiline Utilities
379.56Cr -0.21%
Basic Materials
Other Specialty Chemicals
7.75TCr +4.44%
Industrials
Other Environmental Services & Equipment
8.71TCr -0.99%
Industrials
Waste Management, Disposal & Recycling Services
13Cr -1.79%
Industrials
Waste Management, Disposal & Recycling Services
4.17TCr -6.25%
Basic Materials
Wood Container & Packaging
2.12TCr +1.13%
Industrials
Other Environmental Services & Equipment
6.49TCr -1.21%
Industrials
Industrial Machinery
386.63Cr -1.84%
Industrials
Industrial Machinery
76Cr +5.74%
Industrials
Waste Management, Disposal & Recycling Services
1.52TCr -1.09%
Industrials
Other Environmental Services & Equipment
92Cr -7.81%
Industrials
Waste Management, Disposal & Recycling Services
387.28Cr -2.32%
Industrials
Waste Management, Disposal & Recycling Services
187.23Cr +31.08%
Financials
Shell Companies
17.82T -

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The circular economy