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
| $10.1B | +$262M | 30 | 0.47% | Increased |
|
| 2 |
BlackRock
New York
| $8.67B | +$231M | 31 | 0.44% | Increased |
|
| 3 |
Icahn Carl
Sunny Isles Beach,
Florida
| $8.42B | +$221M | 1 | 39.62% | Increased |
|
| 4 |
State Street
Boston,
Massachusetts
| $5.13B | +$16.1M | 28 | 0.44% | Increased |
|
| 5 |
Fidelity Investments
Boston,
Massachusetts
| $3.34B | +$286M | 22 | 0.4% | Increased |
|
| 6 |
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
| $2.84B | $0 | 2 | 3.81% | Maintained |
|
| 7 |
T. Rowe Price Associates
Baltimore,
Maryland
| $2.55B | +$31.7M | 18 | 0.44% | Increased |
|
| 8 |
Bank of New York Mellon
New York
| $1.74B | +$150M | 29 | 0.48% | Increased |
|
| 9 |
Northern Trust
Chicago,
Illinois
| $1.68B | +$88.5M | 27 | 0.44% | Increased |
|
| 10 |
Dimensional Fund Advisors
Austin,
Texas
| $1.46B | +$21.3M | 23 | 0.64% | Increased |
|
| 11 |
Bank of America
Charlotte,
North Carolina
| $1.44B | +$153M | 35 | 0.23% | Increased |
|
| 12 |
Capital World Investors
Los Angeles,
California
| $1.42B | +$237M | 4 | 0.32% | Increased |
|
| 13 |
Goldman Sachs
New York
| $1.31B | +$352M | 25 | 0.32% | Increased |
|
| 14 |
Norges Bank
Oslo,
Norway
| $1.24B | +$35.2M | 16 | 0.47% | Increased |
|
| 15 |
Capital International Investors
Los Angeles,
California
| $1.21B | +$284M | 2 | 1.45% | Increased |
|
| 16 |
Geode Capital Management
Boston,
Massachusetts
| $1.17B | +$81.7M | 28 | 0.43% | Increased |
|
| 17 |
Franklin Resources
San Mateo,
California
| $1.14B | +$72.9M | 13 | 0.56% | Increased |
|
| 18 |
First Eagle Investment Management
New York
| $1.09B | -$141M | 5 | 2.44% | Reduced |
|
| 19 |
Glenview Capital Management
New York
| $1.05B | -$105M | 1 | 6.07% | Reduced |
|
| 20 |
Invesco
Atlanta,
Georgia
| $922M | -$32.6M | 24 | 0.34% | Reduced |
|
| 21 |
JP Morgan Chase
New York
| $897M | +$150M | 26 | 0.2% | Increased |
|
| 22 |
Loomis, Sayles & Company
Boston,
Massachusetts
| $880M | +$23.3M | 7 | 1.92% | Increased |
|
| 23 |
Adage Capital Partners
Boston,
Massachusetts
| $860M | +$139M | 5 | 2.09% | Increased |
|
| 24 |
Morgan Stanley
New York
| $782M | +$26.2M | 39 | 0.23% | Increased |
|
| 25 |
Macquarie Group
Sydney, NSW 2000,
Australia
| $777M | -$25.1M | 14 | 1.39% | Reduced |
|