Investment Themes

Invest in the food of tomorrow

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Investment Themes

The western meat-based diet as we know it is living on borrowed time. In a planet with limited resources and a growing population, meat productions capacities will soon not be able to supply demand. There is also a growing awareness of the environmental impact of livestock farming and the toll it is taking on water resources. As a result, plant-based alternatives to meat are gaining ground, with sales jumping 23% in 2018 in the United States, and globally reaching $19.5 billion in 2019.

According to financial analysts from JP Morgan, the global market for plant substitutes to animal meat could reach more than 100 billions dollars in 15 years. Analysts at Barclays go even further, forecasting a total value of 140 billion dollars in 10 years. This plant-based burgers and sausages trend has not gone unnoticed by investors, as evidenced by the stellar IPO of U.S. startup Beyond Meat, whose share price rose by almost 218% in three weeks. Not wanting to miss the train, a new group of companies has started making meatless meat in recent months: meat producers. We can mention Tyson, Smithfield and Hormel, but also Maple Leaf, Canada's leading meat company, which invested $310 million in April 2019 to build the largest meat substitute factory in the United States. But vegan meat alternatives are just the tip of the iceberg of the vegan market. Producers of vegan read-made meals, producers of fruits and vegetables, producers of soy, cereals and plant-based oils, flavour creators and distributors of vegan products are all part of this growing market, which our list reflects. 

Our selection

Consumer Non-Cyclical
Other Food Retail & Distribution
16.07B +29.21%
Consumer Non-Cyclical
Food Ingredients
1.43B +17.89%
Consumer Non-Cyclical
Other Food Processing
8.76B -0.95%
Consumer Cyclical
Internet & Mail Order Department Stores
2.64B -22.53%
Consumer Non-Cyclical
Ready-Made Meals
5.93B -23.42%
Consumer Non-Cyclical
Starch, Vegetable Fat & Oil Manufacturing
6.83B -20.85%
Consumer Non-Cyclical
Cosmetics & Perfumes
234B +9.04%
Consumer Non-Cyclical
Other Food Processing
14.97B -3.74%
Consumer Non-Cyclical
Other Food Processing
26.19B +7.92%
Consumer Non-Cyclical
Other Food Processing
51.63B +4.61%
Consumer Non-Cyclical
Animal Slaughtering & Processing
19.86B -2.94%
Consumer Non-Cyclical
Other Food Processing
27.64B -1.62%
Consumer Non-Cyclical
Animal Slaughtering & Processing
16.78B -2.74%
Basic Materials
Other Specialty Chemicals
44.66B -2.77%
Consumer Non-Cyclical
Cosmetics & Perfumes
2.72B -15.36%
Consumer Non-Cyclical
Other Food Processing
30.87B -15.08%
Consumer Non-Cyclical
Other Food Processing
253B +4.73%
Consumer Non-Cyclical
Other Food Processing
9.74B -26.45%
Consumer Non-Cyclical
Animal Slaughtering & Processing
2.61B +41.35%
Consumer Non-Cyclical
Other Food Retail & Distribution
1.39B -15.67%
Consumer Non-Cyclical
Fruit & Vegetable Processing
318M +27.34%
Consumer Non-Cyclical
Other Food Retail & Distribution
1.6B -25.88%
Consumer Non-Cyclical
Food Ingredients
144M -74.15%
Consumer Non-Cyclical
Fruit & Vegetable Processing
476M +4.75%
Consumer Non-Cyclical
Vegan & Vegetarian Food Manufacturing
268M -6.65%
Consumer Non-Cyclical
Food Ingredients
19.18B -11.30%
Consumer Non-Cyclical
Other Fishing & Farming
1.57B -1.23%
Consumer Non-Cyclical
Agriculture Support Services
281M -36.51%
Consumer Non-Cyclical
Supermarkets & Convenience Stores
218M -57.68%

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Sector allocation

Ratings chart - Surperformance

Ratings ESG MSCI

  1. Stock Market
  2. Investment Themes
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