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 | |
|---|---|---|---|---|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
| $9.24B | +$314M | 28 | 0.46% | Increased |
|
| 2 |
BlackRock
New York
| $7.87B | +$202M | 29 | 0.42% | Increased |
|
| 3 |
Icahn Carl
Sunny Isles Beach,
Florida
| $7.71B | +$438M | 1 | 39.44% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $4.82B | +$13M | 26 | 0.43% | Increased |
|
| 5 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| $2.77B | $0 | 2 | 3.82% | Maintained |
|
| 6 |
Fidelity Investments
Boston,
Massachusetts
| $2.69B | -$38.5M | 20 | 0.33% | Reduced |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.23B | +$88.1M | 16 | 0.4% | Increased |
|
| 8 |
Northern Trust
Chicago,
Illinois
| $1.5B | +$4.15M | 25 | 0.42% | Increased |
|
| 9 |
Bank of New York Mellon
New York
| $1.48B | -$135M | 28 | 0.42% | Reduced |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $1.33B | +$18.7M | 23 | 0.61% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $1.23B | -$511M | 33 | 0.24% | Reduced |
|
| 12 |
First Eagle Investment Management
New York
| $1.2B | -$64.6M | 4 | 2.89% | Reduced |
|
| 13 |
Viking Global Investors
Stamford,
Connecticut
| $1.18B | -$573M | 1 | 7.97% | Reduced |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.13B | +$46.8M | 16 | 0.45% | Increased |
|
| 15 |
Capital World Investors
Los Angeles,
California
| $1.05B | +$19.6M | 3 | 0.25% | Increased |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $1.02B | +$38.4M | 25 | 0.4% | Increased |
|
| 17 |
Franklin Resources
San Mateo,
California
| $1.02B | -$282M | 13 | 0.51% | Reduced |
|
| 18 |
Glenview Capital Management
New York
| $949M | +$179M | 1 | 6.16% | Increased |
|
| 19 |
Capital International Investors
Los Angeles,
California
| $917M | +$96.3M | 2 | 1.22% | Increased |
|
| 20 |
Invesco
Atlanta,
Georgia
| $907M | +$45.9M | 24 | 0.28% | Increased |
|
| 21 |
Goldman Sachs
New York
| $859M | +$110M | 27 | 0.22% | Increased |
|
| 22 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $837M | +$49.9M | 7 | 1.97% | Increased |
|
| 23 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $763M | -$7.82M | 9 | 1.4% | Reduced |
|
| 24 |
JP Morgan Chase
New York
| $735M | +$111M | 27 | 0.17% | Increased |
|
| 25 |
Morgan Stanley
New York
| $723M | -$25.2M | 38 | 0.22% | Reduced |
|