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
2.09B +43.88%
Technology
Other Electronic Equipment & Parts
22.52B +27.70%
Consumer Non-Cyclical
Vegetable, Fruit & Nut Farming
323M -18.36%
Consumer Non-Cyclical
Other Food Retail & Distribution
2.86B +45.23%
Industrials
Other Construction & Engineering
7.85B +2.56%
Consumer Non-Cyclical
Other Food Retail & Distribution
6.92B -6.93%
Consumer Non-Cyclical
Other Food Processing
1.94B -3.31%
Consumer Non-Cyclical
Food Ingredients
1.13B +6.62%
Basic Materials
Fertilizer
15.14B +24.78%
Industrials
Other Heavy Machinery & Vehicles
18.63B +15.99%
Consumer Non-Cyclical
Other Food Processing
7.18B +4.53%
Basic Materials
Other Specialty Chemicals
1.28B +3.77%
Basic Materials
Other Paper Packaging
780M -12.76%
Basic Materials
Wood Container & Packaging
21.48B -2.48%
Basic Materials
Agricultural Chemicals Wholesale
35.82B +14.20%
Consumer Non-Cyclical
Other Food Processing
11.16B -7.33%
Industrials
Agricultural Machinery
4.43B -4.21%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
6.93B -6.14%
Basic Materials
Other Specialty Chemicals
4.06B +6.72%
Basic Materials
Other Specialty Chemicals
741M +1.53%
Industrials
Commercial Equipment
6.69B -12.24%
Industrials
Industrial Machinery
3.85B -9.12%
Consumer Non-Cyclical
Other Food Processing
33.1B +16.61%
Consumer Non-Cyclical
Dairy Products
5.5B +11.70%
Basic Materials
Other Non-Paper Containers & Packaging
16.87B +21.73%
Basic Materials
Other Specialty Chemicals
5.59B +15.85%
Consumer Non-Cyclical
Other Fishing & Farming
1.43B +1.20%
Consumer Non-Cyclical
Other Food Processing
50.87B -11.25%
Consumer Non-Cyclical
Other Food Processing
14.32B -20.23%
Industrials
Other Industrial Machinery & Equipment
25.21B +23.04%
Industrials
Agricultural Machinery
158B +26.83%
Industrials
Other Heavy Machinery & Vehicles
8.35B +13.69%
Basic Materials
Other Specialty Chemicals
12.27B +12.08%
Consumer Non-Cyclical
Other Food Processing
12.67B -11.92%
- - 12.67B -
Healthcare
Other Biotechnology & Medical Research
14.34B +11.92%
Consumer Non-Cyclical
Dairy Products
3.84B -17.73%
Basic Materials
Other Agricultural Chemicals
54.49B +19.86%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
1.67B +32.04%
Basic Materials
Other Specialty Chemicals
33.86B -5.79%
- - 4.01B -
Industrials
Other Heavy Machinery & Vehicles
12.92B +14.86%
Basic Materials
Industrial Biotechnology Chemicals
27.85B -6.55%
Consumer Cyclical
Internet & Mail Order Department Stores
2.22B -13.64%
Basic Materials
Glass Containers & Packaging
1.59B -26.22%
Consumer Non-Cyclical
Bread & Bakery Product Manufacturing
1.81B -21.78%
Consumer Non-Cyclical
Other Food Processing
6.04B +6.99%
Basic Materials
Other Paper Packaging
21.55B +9.23%
Basic Materials
Other Paper Packaging
2.03B -19.12%
Consumer Non-Cyclical
Food Ingredients
18.41B +12.60%
Basic Materials
Metal Containers & Packaging
2.46B +2.44%
Consumer Cyclical
Health Food Stores
631M +12.85%
Basic Materials
Other Specialty Chemicals
9.44B +27.17%
Basic Materials
Other Paper Packaging
5.75B +3.44%
Consumer Non-Cyclical
Fishing & Farming Wholesale
1.01B -11.56%
Basic Materials
Other Paper Packaging
19.16B -5.74%
Consumer Non-Cyclical
Dairy Products
401M +26.47%
Industrials
Agricultural Machinery
1.11B -8.13%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
363M +0.32%
Basic Materials
Other Paper Packaging
2.82B -34.66%
Basic Materials
Other Agricultural Chemicals
2.2B +23.79%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
360M +2.25%
Consumer Cyclical
Nursery & Garden Centers
65.5M -25.33%
Consumer Non-Cyclical
Other Food Processing
769M +70.26%
Consumer Non-Cyclical
Poultry Farming
3.62B -3.73%
Real Estate
Industrial REITs
3.54B -0.47%
Consumer Non-Cyclical
Food Ingredients
77.89M -20.16%
Consumer Non-Cyclical
Fishing & Farming Wholesale
976M +23.19%
Consumer Non-Cyclical
Other Fishing & Farming
1.96B +17.91%
Consumer Cyclical
Internet & Mail Order Department Stores
313M -3.08%
Consumer Non-Cyclical
Fruit & Vegetable Processing
477M +24.92%
Consumer Non-Cyclical
Flour Milling
2.51B -6.62%
Basic Materials
Fertilizer
1.42B -4.50%
Consumer Non-Cyclical
Special Foods & Wellbeing Products
331M -7.30%
Financials
Shell Companies
611 -

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Ratings ESG MSCI

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