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

Consumer Non-Cyclical
Other Food Retail & Distribution
1.56TCr +25.12%
Consumer Non-Cyclical
Poultry Farming
498.36Cr -0.53%
Consumer Non-Cyclical
Food Ingredients
142.36Cr +16.82%
Basic Materials
Other Commodity Chemicals
96Cr +12.48%
Technology
Other Electronic Equipment & Parts
1.65TCr +20.19%
Consumer Non-Cyclical
Other Food Processing
875.02Cr -0.34%
Consumer Non-Cyclical
Other Food Processing
161.46Cr -22.94%
Consumer Cyclical
Internet & Mail Order Department Stores
264.23Cr -19.78%
Consumer Non-Cyclical
Dairy Products
528.96Cr -15.23%
Basic Materials
Other Specialty Chemicals
84Cr -2.74%
Industrials
Industrial Machinery
476.36Cr +12.96%
Consumer Non-Cyclical
Other Fishing & Farming
132.91Cr +3.66%
Basic Materials
Fertilizer
984.98Cr +29.06%
Consumer Non-Cyclical
Dairy Products
510.76Cr +2.31%
Basic Materials
Wood Container & Packaging
2.06TCr +22.09%
Basic Materials
Other Non-Paper Containers & Packaging
1.61TCr +6.21%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
678.9Cr -21.61%
Industrials
Agricultural Machinery
514.36Cr +24.54%
Basic Materials
Other Specialty Chemicals
1.49TCr -11.27%
Basic Materials
Other Paper Packaging
2.46TCr -11.01%
Industrials
Other Industrial Machinery & Equipment
1.8TCr -8.69%
Consumer Non-Cyclical
Dairy Products
38Cr -0.88%
Basic Materials
Agricultural Chemicals Wholesale
3.03TCr +30.72%
Consumer Non-Cyclical
Other Food Processing
2.59TCr +9.42%
Consumer Non-Cyclical
Other Food Processing
841.01Cr +13.13%
Consumer Non-Cyclical
Other Food Processing
5.14TCr +4.55%
Industrials
Agricultural Machinery
156.14Cr +21.56%
Basic Materials
Other Paper Packaging
251.12Cr -3.65%
Basic Materials
Industrial Biotechnology Chemicals
3.32TCr +11.95%
Basic Materials
Other Agricultural Chemicals
5.2TCr +32.34%
Consumer Non-Cyclical
Other Food Processing
1.94TCr -4.65%
Healthcare
Other Biotechnology & Medical Research
1.25TCr +22.65%
Consumer Non-Cyclical
Other Food Processing
1.74TCr -2.14%
- - 1.74TCr -
Basic Materials
Other Specialty Chemicals
4.44TCr -3.05%
Basic Materials
Other Specialty Chemicals
126.45Cr -13.66%
Basic Materials
Other Paper Packaging
2.71TCr -2.55%
Consumer Non-Cyclical
Fishing & Farming Wholesale
107.79Cr +3.00%
Basic Materials
Other Paper Packaging
714.49Cr -15.10%
Consumer Non-Cyclical
Bread & Bakery Product Manufacturing
330.43Cr -22.99%
Basic Materials
Other Specialty Chemicals
530.13Cr -0.13%
Industrials
Other Heavy Machinery & Vehicles
1.71TCr +25.46%
Basic Materials
Other Specialty Chemicals
461.74Cr +52.32%
Consumer Non-Cyclical
Other Food Processing
723.36Cr -23.37%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
38Cr -3.13%
Basic Materials
Other Specialty Chemicals
970.52Cr +7.83%
Industrials
Other Construction & Engineering
682.01Cr +10.93%
Consumer Non-Cyclical
Other Food Retail & Distribution
139.54Cr -13.90%
Basic Materials
Other Agricultural Chemicals
544.98Cr -10.39%
Industrials
Agricultural Machinery
14TCr +23.99%
Industrials
Other Heavy Machinery & Vehicles
1.27TCr -12.21%
Basic Materials
Metal Containers & Packaging
280.91Cr +56.64%
Basic Materials
Other Paper Packaging
68Cr -21.41%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
101.95Cr +54.51%
Industrials
Other Heavy Machinery & Vehicles
820.27Cr +23.50%
Basic Materials
Glass Containers & Packaging
241.46Cr +44.46%
Basic Materials
Other Paper Packaging
677.15Cr -16.00%
- - 333.48Cr -
Industrials
Commercial Equipment
678.3Cr +4.35%
Consumer Cyclical
Internet & Mail Order Department Stores
40Cr +30.56%
Consumer Non-Cyclical
Other Food Processing
73Cr -15.70%
Consumer Non-Cyclical
Food Ingredients
14Cr -72.87%
Consumer Non-Cyclical
Fruit & Vegetable Processing
48Cr +5.96%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
27Cr -4.70%
Consumer Non-Cyclical
Fishing & Farming Wholesale
85Cr -14.30%
Consumer Cyclical
Nursery & Garden Centers
6.07Cr -37.88%
Real Estate
Industrial REITs
462.96Cr -22.57%
Consumer Non-Cyclical
Food Ingredients
1.96TCr -8.91%
Consumer Non-Cyclical
Other Fishing & Farming
158.79Cr +0.68%
Consumer Non-Cyclical
Vegetable, Fruit & Nut Farming
16Cr +88.07%
Consumer Non-Cyclical
Flour Milling
265.04Cr -8.58%
Basic Materials
Fertilizer
177.07Cr +3.52%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
8.36T -
Consumer Non-Cyclical
Special Foods & Wellbeing Products
45Cr -31.67%
Financials
Shell Companies
2L -98.73%
Consumer Cyclical
Health Food Stores
89Cr -3.00%

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