The Future of Food

The Future of Food
Components Performance/Risk
Period Return
17.0%
Return Rank
Below Average
Risk Exposure
Above Average

Laid out in reports by the Food and Agricutural Organization of the United Nations (FAO), the uncertain future of the food and agricultural systems revolves around factors which have all have their particular dynamic, interacting in still unfathomable ways and impacting vast regions in very different ways

For the FAO, some factors are familiar such as population growth or the regional state of natural resources but dietary choices, technological progress and income distribution have been gaining more and more importance - and climate change has thrown a curve ball to the most reliable assumptions

While our theme is focused on the essential inputs of plant growth, nitrogen (N), potassium, known as potash (K)  and phosphates (P), the strategies chosen by the industry - and their regional variants - will have a profound impact on the entire food supply chain

Theme Components
Name
Ticker
Sector
Industry
Cur. Price
Mkt. Cap
Performance
Momentum
Risk Rank
Risk Contrib
 
CF Industries Holdings CF AgricultureSeeds & Agricultural Chemicals114.3518 B37.5% Neutral Above Average
Yara International YARIY AgricultureSeeds & Agricultural Chemicals22.24-21.0% Neutral Average Risk
Intrepid Potash IPI Basic MaterialsAgri Chemicals and Fertilizers34.85467 M20.1% Neutral High Risk
Mosaic Company MOS Basic MaterialsAgri Chemicals and Fertilizers23.067.3 B-23.1% Weak Up Above Average
K+S (ADR) KPLUY Basic MaterialsAgri Chemicals and Fertilizers8.63-12.5% Weak Up Average Risk
ICL Group ICL Basic MaterialsAgri Chemicals and Fertilizers5.316.9 B-8.6% Neutral Average Risk
Nutrien NTR Basic MaterialsAgri Chemicals and Fertilizers64.4231 B19.1% Neutral Below Average
Sociedad Quimica Y Minera (ADR) SQM Basic MaterialsSpecialty Mining and Processing71.9521 B57.5% Neutral Above Average
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