Investment Themes
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 | Waste Management, Disposal & Recycling Services | 2.04B | +10.63% | ||
Industrials | Other Environmental Services & Equipment | 786M | +23.77% | ||
Basic Materials | Other Specialty Chemicals | 3.18B | +14.82% | ||
Industrials | Waste Management, Disposal & Recycling Services | 844M | +21.11% | ||
Consumer Non-Cyclical | Other Food Processing | 5.7B | +6.89% | ||
Industrials | Other Environmental Services & Equipment | 12.16B | -1.43% | ||
Utilities | Other Multiline Utilities | 3.05B | +0.78% | ||
Basic Materials | Wood Container & Packaging | 20.48B | +19.70% | ||
Industrials | Waste Management, Disposal & Recycling Services | 1.26B | +31.21% | ||
Utilities | Other Water Utilities | 11.06B | +7.85% | ||
Industrials | Waste Management, Disposal & Recycling Services | 7.47B | +11.30% | ||
Industrials | Other Environmental Services & Equipment | 4.14B | -4.18% | ||
Industrials | Other Environmental Services & Equipment | 78.52B | +24.89% | ||
Energy | Ethanol Fuels | 365M | -41.14% | ||
Industrials | Waste Management, Disposal & Recycling Services | 3.94B | +2.26% | ||
Basic Materials | Other Specialty Chemicals | 74.91B | +12.76% | ||
Industrials | Other Environmental Services & Equipment | 95.15B | +17.20% | ||
Basic Materials | Other Steel | 1.93B | +29.21% | ||
Basic Materials | Other Steel | 5.47B | -2.46% | ||
Industrials | Waste Management, Disposal & Recycling Services | 49.27B | +11.13% | ||
Industrials | Waste Management, Disposal & Recycling Services | 18.43B | +6.54% | ||
Industrials | Waste Management, Disposal & Recycling Services | 135M | -19.44% | ||
Utilities | Other Multiline Utilities | 25.49B | +11.40% | ||
Industrials | Industrial Machinery | 4.64B | +5.87% | ||
Industrials | Other Environmental Services & Equipment | 1.02B | +3.27% | ||
Basic Materials | Other Paper Packaging | 1.23B | -7.05% | ||
Basic Materials | Other Paper Packaging | 4.08B | -20.70% | ||
Basic Materials | Other Paper Packaging | 1.89B | +0.63% | ||
Basic Materials | Plastic Containers & Packaging | 1.51B | -3.72% | ||
Basic Materials | Other Paper Products | 14.04B | -13.25% | ||
Industrials | Industrial Machinery | 674M | -15.92% | ||
Industrials | Other Environmental Services & Equipment | 3.42M | -95.71% | ||
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Sector allocation
Ratings chart - Surperformance
Ratings ESG MSCI
- Stock Market
- Investment Themes
- The circular economy