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
150.1Cr +85.97%
Consumer Non-Cyclical
Other Food Processing
191.38Cr -2.34%
Consumer Non-Cyclical
Food Ingredients
106.53Cr -6.80%
Consumer Non-Cyclical
Other Food Retail & Distribution
774.48Cr -37.40%
Technology
Other Electronic Equipment & Parts
1.75TCr +29.12%
Consumer Non-Cyclical
Other Food Retail & Distribution
199.92Cr +20.14%
Basic Materials
Wood Container & Packaging
2.08TCr +19.49%
Basic Materials
Fertilizer
993.79Cr +31.58%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
727.44Cr -17.68%
Consumer Non-Cyclical
Other Food Processing
714.21Cr -18.28%
Basic Materials
Other Specialty Chemicals
505.16Cr -4.30%
Basic Materials
Other Specialty Chemicals
72Cr -11.14%
Industrials
Other Heavy Machinery & Vehicles
814.59Cr +16.77%
Basic Materials
Other Non-Paper Containers & Packaging
1.36TCr -7.65%
Industrials
Commercial Equipment
803.48Cr +21.64%
Basic Materials
Agricultural Chemicals Wholesale
3.03TCr +34.42%
Consumer Non-Cyclical
Dairy Products
478.66Cr -3.26%
Basic Materials
Other Agricultural Chemicals
4.47TCr +16.08%
Consumer Non-Cyclical
Fishing & Farming Wholesale
120.35Cr +14.03%
Industrials
Agricultural Machinery
466.35Cr +11.35%
Consumer Non-Cyclical
Other Food Processing
5.77TCr +16.86%
Consumer Non-Cyclical
Other Fishing & Farming
147.03Cr +14.11%
Industrials
Other Industrial Machinery & Equipment
2.05TCr -0.41%
Industrials
Other Construction & Engineering
822.54Cr +36.15%
Basic Materials
Other Specialty Chemicals
1.1TCr -34.75%
Consumer Non-Cyclical
Other Food Processing
1.79TCr -12.38%
Basic Materials
Other Paper Packaging
1.94TCr -30.95%
Industrials
Industrial Machinery
393.08Cr -7.91%
Basic Materials
Other Specialty Chemicals
123.06Cr -15.74%
Consumer Non-Cyclical
Other Food Processing
1.21TCr +63.19%
Consumer Non-Cyclical
Other Food Processing
1.42TCr -19.57%
- - 1.42TCr -
Healthcare
Other Biotechnology & Medical Research
1.2TCr +16.97%
Consumer Non-Cyclical
Other Food Processing
2.88TCr +18.78%
Consumer Non-Cyclical
Dairy Products
467.82Cr -24.40%
Basic Materials
Other Specialty Chemicals
398.95Cr +31.79%
- - 382.35Cr -
Industrials
Other Heavy Machinery & Vehicles
1.66TCr +23.46%
Consumer Non-Cyclical
Bread & Bakery Product Manufacturing
228.28Cr -47.68%
Consumer Cyclical
Internet & Mail Order Department Stores
249.51Cr -25.41%
Basic Materials
Other Specialty Chemicals
3.56TCr -22.59%
Industrials
Other Heavy Machinery & Vehicles
1.23TCr -12.62%
Basic Materials
Industrial Biotechnology Chemicals
2.89TCr -3.02%
Consumer Non-Cyclical
Poultry Farming
421.41Cr -15.58%
Basic Materials
Other Paper Packaging
89Cr +1.43%
Consumer Non-Cyclical
Vegetable, Fruit & Nut Farming
47Cr +429.18%
Consumer Non-Cyclical
Other Food Processing
831.38Cr -10.73%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
152.28Cr +120.33%
Basic Materials
Other Paper Packaging
459.8Cr -42.64%
Basic Materials
Other Paper Packaging
238.44Cr -12.18%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
36Cr -2.41%
Industrials
Agricultural Machinery
13TCr +14.42%
Industrials
Agricultural Machinery
129.59Cr +3.41%
Basic Materials
Other Paper Packaging
2.04TCr -28.39%
Consumer Cyclical
Health Food Stores
59Cr -35.90%
Basic Materials
Metal Containers & Packaging
245.65Cr +36.54%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
49Cr -71.01%
Basic Materials
Glass Containers & Packaging
237.3Cr +42.53%
Basic Materials
Other Specialty Chemicals
724.79Cr -20.92%
Consumer Non-Cyclical
Dairy Products
35Cr -12.64%
Consumer Cyclical
Nursery & Garden Centers
12Cr +15.98%
Consumer Non-Cyclical
Food Ingredients
1.62TCr -25.18%
Basic Materials
Other Agricultural Chemicals
173.76Cr -71.38%
Basic Materials
Other Paper Packaging
475.79Cr -44.60%
Consumer Cyclical
Internet & Mail Order Department Stores
31Cr +10.00%
Consumer Non-Cyclical
Fishing & Farming Wholesale
89Cr -12.04%
Consumer Non-Cyclical
Fruit & Vegetable Processing
38Cr -15.92%
Real Estate
Industrial REITs
362.62Cr -40.51%
Consumer Non-Cyclical
Food Ingredients
10Cr -81.79%
Consumer Non-Cyclical
Other Food Processing
45Cr -50.65%
Consumer Non-Cyclical
Other Fishing & Farming
182.07Cr +14.75%
Basic Materials
Fertilizer
147.21Cr -7.93%
Consumer Non-Cyclical
Flour Milling
269.32Cr -2.35%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
8.36T -
Financials
Shell Companies
6 -
Consumer Non-Cyclical
Special Foods & Wellbeing Products
36Cr -42.42%

News of the components

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
  3. The food of tomorrow