Investment Themes

The circular economy

To access our selection of stocks, regularly updated with new opportunities, discover our customized subscription formulas with exclusive tools.

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

Industrials
Other Environmental Services & Equipment
1.36B +37.54%
Industrials
Other Environmental Services & Equipment
4.6B +20.60%
Basic Materials
Other Steel
2.28B +48.86%
Basic Materials
Other Specialty Chemicals
4.39B +57.71%
Consumer Non-Cyclical
Other Food Processing
5.78B +8.37%
Basic Materials
Other Steel
7.42B +34.80%
Basic Materials
Other Paper Packaging
3.8B +97.78%
Utilities
Other Water Utilities
11.11B +10.41%
Utilities
Other Multiline Utilities
3.87B +24.55%
Basic Materials
Other Paper Packaging
1.72B +26.14%
Utilities
Other Multiline Utilities
24.94B +8.15%
Industrials
Waste Management, Disposal & Recycling Services
1.29B +34.01%
Industrials
Industrial Machinery
780M +0.14%
Basic Materials
Other Paper Products
14.87B -8.73%
Basic Materials
Plastic Containers & Packaging
1.39B -7.02%
- - 4.19B -
Industrials
Other Environmental Services & Equipment
12.68B +3.14%
Industrials
Waste Management, Disposal & Recycling Services
6B -10.62%
Industrials
Other Environmental Services & Equipment
86.04B +5.84%
Industrials
Waste Management, Disposal & Recycling Services
44.31B +0.89%
Industrials
Waste Management, Disposal & Recycling Services
3.94B 0.00%
Basic Materials
Other Specialty Chemicals
73.55B +10.83%
Industrials
Other Environmental Services & Equipment
67.03B +7.63%
Industrials
Waste Management, Disposal & Recycling Services
15.99B -3.57%
Energy
Ethanol Fuels
680M +2.74%
Industrials
Industrial Machinery
4B -6.62%
Basic Materials
Wood Container & Packaging
20.92B +19.80%
Industrials
Other Environmental Services & Equipment
929M +41.78%
Industrials
Waste Management, Disposal & Recycling Services
134M -22.22%
Industrials
Waste Management, Disposal & Recycling Services
628M -10.55%
Industrials
Waste Management, Disposal & Recycling Services
1.67B -9.37%
Financials
Shell Companies
44 -

News of the components

░░░░ ░░░░░░░░░░░ ░░░░░░ ░░░░░░ ░░░░ ░░░░░ ░░░░░░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░ ░░ ░░░ ░░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░░░░░ ░░░░░░░░░░░░░░ ░░ ░░░░░ ░░░░
░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░ ░░░░░ ░░░ ░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░ ░░ ░░░ ░░░ ░░░░░ ░░ ░░░░ ░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░░░░░ ░ ░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░ ░░░░ ░░░░░░░░░ ░░ ░░░░░░░░░ ░░ ░░░░░░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░ ░░░░░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░ ░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░ ░░░░░░░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░░░
░░░░ ░░░░░░░░░░░░░░░ ░░░░░░ ░░░ ░░░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░░░ ░░░░░░░░░░░░░ ░░░░░░░ ░ ░░░░░░░ ░░░░ ░░░░ ░░░░░░░░░
░░░░ ░░░░░░░░░░░░ ░░░ ░░░░
░░░░ ░░░░░░░ ░░░░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░ ░░░░░░░░░ ░░░░░░░░ ░░ ░░░ ░░ ░░░░░ ░ ░░░░░░ ░░░░░░░ ░░ ░░░░ ░░ ░░ ░░░░░░░░░░░░ ░░ ░░░░░░ ░░ ░░░░ ░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░ ░░░░░░░░░ ░░ ░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░░ ░░░░░░░░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░ ░░░░ ░░░░░░░░░░░░░ ░░░ ░░░░░░░ ░░ ░░░░░░░░░░ ░░░ ░░░░░░░░░░░
░░░░ ░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░ ░░░░░░░
░░░░ ░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░░░ ░░░░ ░░░░░░░░░ ░░░░░░░ ░░ ░░░░░░░ ░░░ ░░░░░░░░
░░░░ ░░░░░░░░░░░░░ ░ ░░░ ░░░░░░ ░░░░░░░░░░░░ ░░ ░░░░░░ ░░ ░░░ ░░░░░░ ░░ ░░ ░░░ ░░ ░░░░░░ ░░░░░░░░ ░░░░░░ ░░ ░░░░░░░░ ░░░░░░░░░░ ░░░ ░░░ ░░░░░░░░░░░ ░░ ░░░░░░░ ░░░░░░░░░░░░░░░░

Heatmap

Calendar of the components

░░░░ ░░░░░░░ ░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░░░
░░░░ ░░░ ░░░░ ░░░░░░░░ ░░░░░░░ ░░░░░░░░░░░░░

Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

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