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Agriculture & Food Technology

Agriculture has to produce more from less land, less water, and less labour, which turns seeds, chemicals, machinery, and data into the growth story. Weather and trade policy make the earnings cycle unusually rough.

79 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
26
Harris Associates
Harris Associates
Illinois
$2.25B -$135M 3 2.98% Reduced
27
UBS Group
UBS Group
Switzerland
$2.2B +$139M 49 0.28% Increased
28
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust
Pennsylvania
$2.16B -$10M 33 0.48% Reduced
29
UBS AM
UBS AM
Illinois
$2.14B -$110M 24 0.39% Reduced
30
Fisher Asset Management
Fisher Asset Management
Washington
$2.02B +$88.4M 5 0.6% Increased
31
Legal & General Group
Legal & General Group
United Kingdom
$2.02B -$47.7M 24 0.42% Reduced
32
Deutsche Bank
Deutsche Bank
Germany
$1.78B +$107M 25 0.52% Increased
33
Aristotle Capital Management
Aristotle Capital Management
California
$1.5B -$85.5M 1 3.16% Reduced
34
Jupiter Topco
Jupiter Topco
New York
$1.48B +$1.39B 20 0.6% New
35
Nuveen
Nuveen
North Carolina
$1.37B +$33.9M 25 0.33% Increased
36
Amundi
Amundi
France
$1.36B -$102M 17 0.33% Reduced
37
AllianceBernstein
AllianceBernstein
Tennessee
$1.3B -$65.5M 24 0.43% Reduced
38
AQR Capital Management
AQR Capital Management
Connecticut
$1.29B +$164M 26 0.45% Increased
39
Victory Capital Management
Victory Capital Management
Texas
$1.24B -$123M 18 0.69% Reduced
40
Bank of Montreal
Bank of Montreal
Ontario, Canada
$1.24B +$120M 18 0.41% Increased
41
American Century Companies
American Century Companies
Missouri
$1.13B +$315M 24 0.5% Increased
42
Parnassus Investments
Parnassus Investments
California
$1.1B -$118M 2 2.94% Reduced
43
Dodge & Cox
Dodge & Cox
California
$1.09B -$120M 3 0.57% Reduced
44
Wells Fargo
Wells Fargo
California
$1.07B -$286M 36 0.17% Reduced
45
First Eagle Investment Management
First Eagle Investment Management
New York
$1.02B +$10.6M 6 1.67% Increased
46
Swiss National Bank
Swiss National Bank
Switzerland
$963M -$61.8M 19 0.5% Reduced
47
Neuberger Berman Group
Neuberger Berman Group
New York
$961M +$39.4M 17 0.64% Increased
48
Ameriprise
Ameriprise
Minnesota
$951M -$146M 22 0.19% Reduced
49
Raymond James Financial
Raymond James Financial
Florida
$930M +$13M 26 0.25% Increased
50
VanEck Associates
VanEck Associates
New York
$910M -$40M 15 0.55% Reduced