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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
151
Fidelity International
Fidelity International
Bermuda
$240M -$191M 10 0.17% Reduced
152
Altshuler Shaham
Altshuler Shaham
Israel
$239M +$82.6M 6 2.97% Increased
153
Clal Insurance
Clal Insurance
Israel
$237M -$12.7M 2 1.06% Reduced
154
HighTower Advisors
HighTower Advisors
Illinois
$236M -$5.29M 19 0.23% Reduced
155
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$231M -$2.5M 30 0.11% Reduced
156
Brown Advisory
Brown Advisory
Maryland
$229M +$57.8M 6 0.36% Increased
157
TBC
Tweedy, Browne Co
Connecticut
$229M -$1.89M 3 17.33% Reduced
158
Longview Asset Management (Illinois)
Longview Asset Management (Illinois)
Illinois
$224M $0 1 2.26% Maintained
159
KI
Koch Inc
Kansas
$219M $0 1 20.01% Maintained
160
Prudential Financial
Prudential Financial
New Jersey
$218M -$6.22M 18 0.24% Reduced
161
Lazard Asset Management
Lazard Asset Management
New York
$218M +$36.6M 16 0.33% Increased
162
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$216M +$140M 8 0.3% Increased
163
Balyasny Asset Management
Balyasny Asset Management
Illinois
$213M +$139M 11 0.27% Increased
164
Woodline Partners
Woodline Partners
California
$210M +$107M 8 0.65% Increased
165
Donald Smith & Co
Donald Smith & Co
New York
$209M +$74.3M 3 3.7% Increased
166
Douglass Winthrop Advisors
Douglass Winthrop Advisors
New York
$205M -$287K 3 3.53% Reduced
167
Capital International Inc
Capital International Inc
California
$204M +$23.5M 4 1.43% Increased
168
Beutel, Goodman & Co
Beutel, Goodman & Co
Ontario, Canada
$202M -$34.5M 2 1.49% Reduced
169
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$200M -$6.71M 18 0.4% Reduced
170
KLP Kapitalforvaltning
KLP Kapitalforvaltning
Norway
$200M +$8.06M 17 0.64% Increased
171
Danske Bank
Danske Bank
Denmark
$199M +$9.64M 9 0.39% Increased
172
Zurich Cantonal Bank
Zurich Cantonal Bank
Switzerland
$199M -$25.9M 23 0.38% Reduced
173
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$198M -$35.5M 8 0.3% Reduced
174
PFA Pension Forsikringsaktieselskab
PFA Pension Forsikringsaktieselskab
$193M -$51.4M 3 0.49% Reduced
175
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$191M +$24.3M 15 0.31% Increased