New message board for Food Innovation
Food Dive - https://www.fooddive.com/
Food Industry Blogs and Magazines - https://blog.nationsbestdelimeats.com/food-industry-blogs/ Food Navigator.com - https://www.foodnavigator.com/
Good Food Institute - https://gfi.org/
Plant Based Foods Association - https://www.plantbasedfoods.org/ ____________________________________________________________________ Global X AgTech & Food Innovation ETF (KROP) (Exp - 0.50%)
ProShares MSCI Transformational Changes ETF (ANEW) - Exp - 0.45%
VanEck Future of Food ETF (YUMY) ____________________________________________________________________ PLANT - BASED FOODS
******************************* Benson Hill (BHIL) - AI platform for developing plant based food + ingredients (SPAC - SPTC)
Beyond Meat (BYND) - Plant based meat substitute (7 Bil)
Burcon NutriScience (BRCN, BUROF) - Plant protein food ingredients (437 mil) (Canada)
Else Nutrition (BABYF) - Food for infants, children (163 mil) (Canada, Israel)
Impossible Foods - Plant based food substitutes for meat, dairy, fish (privately held)
Laird Superfood (LSF) - Plant based natural and functional food (295 mil)
Maple Leaf Foods (MFLFX) - Various food products, including plant based (2.7 Bil) (Canada)
Oatly Group (OTLY) - Oat based vegan food and beverages (10 Bil) (Sweden)
Plant X Life (PLTXF) - Plant based products (54 mil) (Canada)
RiceBran Technologies (RIBT) - Plant based food ingredients (47 mil)
SunOpta (STKL) - Plant based food + beverages (1.3 Bil) (Canada)
Tattooed Chef (TTCF) - Plant based frozen foods (1.7 Bil)
The Very Good Food Co (VRYYF) - Plant based meat alternatives (350 mil) (Canada) INDOOR AGRICULTURE -
**************************************
AeroFarms - (privately held), SPAC cancelled 10-21
AppHarvest (APPH) - Hi-tech greenhouse grown fruits, vegetables, 2020 SPAC (1.8 Bil)
Bowery Farming - Largest in US (privately held)
Bright Farms - (privately held)
Revol Greens - (privately held) MORE -
********** GrowGeneration (GRWG) - Hydroponic and organic gardening stores (2 Bil)
John B Sanfillippo & Sons (JBSS) - Tree nuts, peanuts (1 Bil)
MeaTech (MITC) - Bioprinted meat (95 mil) (Israel)
Scotts Miracle-Gro (SMG) - Fertilizers, plant foods, hydoponics, other (12 Bil)
Seneca Foods (SENEA) - Fruits and vegetables (421 mil) INGREDIENTS + FLAVORING -
********************************************** Darling Ingredients (DAR) - Ingredients for food, feed, and fuel (11 Bil) Givauden (GVDNY) - Flavors and fragrances, (41 Bil) (Switzerland)
Ingredion (INGR) - Food ingredients (6 Bil)
Intl Flavors + Fragrances (IFF) - Flavor and fragrance products (35 Bil)
McCormick (MKC) - Spices, herbs, flavorings (24 Bil)
Sensient (SXT) - Flavors and fragrances (4 Bil)
Symrise (SYIEY) - Flavors, colors, fragrances (18 Bil) (Germany)
OTHER -
************
AgroFresh Solutions (AGFS) - Enhanced quality and extended shelf life of foods (116 mil)
AquaBounty Technologies (AQB) - Aquaculture technology, GMO salmon (383 mil) (D)
Calavo Growers (CVGW) - Markets and distributes avocados (1.3 bil)
Carbon Robotics - Autonomous robots for farming, laser weeding (privately held)
Chr. Hansen Holding (CHYHY) - Food cultures and enzymes (11 Bil) (Denmark)
S+W Seed Co (SANW) - Alfalfa seeds, wheat, small grains, stevia leaves (130 mil) _____________________________________________________________________
The Organics ETF (ORG) (Closed)
| Name | Symbol | % Assets |
| Chr. Hansen Holding A/S | CHR | 22.41% |
| The Hain Celestial Group Inc | HAIN | 10.42% |
| Sprouts Farmers Market Inc | SFM | 10.16% |
| Ariake Japan Co Ltd | 2815 | 6.03% |
| Cal-Maine Foods Inc | CALM | 4.48% |
| Treatt PLC | TET.L | 4.01% |
| John B Sanfilippo & Son Inc | JBSS | 3.95% |
| Freedom Foods Group Ltd | FNP.AX | 3.78% |
| L'Occitane International SA | 00973.HK | 3.59% |
| United Natural Foods Inc | UNFI | 3.50% |
_____________________________________________________________________ Rize Sustainable Future of Food UCITS ETF
O-I Glass ---------------- (OI) -------------- 4.69%
SIG Combibloc ----- (SCGBF) ----------- 4.07%
FMC Corp ------------- (FMC) ------------- 3.68%
Billerud Korsnas ---- (BLRDF) ----------- 3.48%
Beyond Meat Inc ---- (BYND) ------------ 3.35%
Koninklijke ------------- (PHG) ------------- 2.93%
Calavo Growers ----- (CVGW) ----------- 2.82%
Balchem --------------- (BCPC) ------------ 2.80%
Cal-Maine Foods ---- (CALM) ------------ 2.80%
Graphic Packaging --- (GPK) ------------ 2.80%
_____________________________________________________________________ Defiance Next Gen Food & Agriculture ETF (DIET) (Closed) | Name | Symbol | % Assets |
| Givaudan SA | GIVN | 6.21% |
| Corteva Inc | CTVA | 5.78% |
| Nutrien Ltd | NTR.TO | 4.24% |
| International Flavors & Fragrances Inc | IFF | 3.91% |
| Mowi ASA | MOWI | 3.75% |
| Symrise AG | SY1.DE | 3.57% |
| Kerry Group PLC Class A | KYGA.L | 3.39% |
| FMC Corp | FMC | 3.31% |
| Zoetis Inc Class A | ZTS | 3.18% |
| Ecolab Inc | ECL | 3.14% |
_____________________________________________________________________________
iShares MSCI Global Agriculture Producers ETF (VEGI)(Exp-0.39%,Assets-73 mil,Yld-1.3%)
| Name | Symbol | % Assets |
| Deere & Co | DE | 20.51% |
| Corteva Inc | CTVA | 6.75% |
| Archer-Daniels Midland Co | ADM | 6.52% |
| Nutrien Ltd | NTR.TO | 5.83% |
| Kubota Corp | 6326 | 4.50% |
| FMC Corp | FMC | 2.85% |
| CNH Industrial NV | CNHI.L | 2.83% |
| The Mosaic Co | MOS | 2.35% |
| The Toro Co | TTC | 2.28% |
| Bunge Ltd | BG | 2.19%
|
_____________________________________________________________________________
VanEck Vectors Agribusiness ETF (MOO) (Exp - 0.55%, Assets - 1.2 Bil, Yld - 0.94%)
| Name | Symbol | % Assets |
| Zoetis Inc Class A | ZTS | 8.78% |
| Deere & Co | DE | 7.87% |
| IDEXX Laboratories Inc | IDXX | 6.99% |
| Bayer AG | BAYN.DE | 6.71% |
| Nutrien Ltd | NTR.TO | 5.55% |
| Corteva Inc | CTVA | 5.47% |
| Archer-Daniels Midland Co | ADM | 5.03% |
| Kubota Corp | 6326 | 4.30% |
| Tractor Supply Co | TSCO | 3.73% |
| Tyson Foods Inc Class A | TSN | 3.50% |
______________________________________________________________________________
Fidelity Agricultural Productivity Fund (FARMX) (Assets 51 mil)
| Name | Symbol | % Assets |
| Deere & Co | DE | 19.38% |
| Corteva Inc | CTVA | 9.27% |
| Nutrien Ltd | NTR.TO | 7.23% |
| Archer-Daniels Midland Co | ADM | 5.87% |
| Darling Ingredients Inc | DAR | 4.68% |
| Fidelity Revere Str Tr | N/A | 4.29% |
| FMC Corp | FMC | 4.20% |
| Kubota Corp | 6326 | 3.93% |
| CF Industries Holdings Inc | CF | 3.71% |
| Lamb Weston Holdings Inc | LW | 3.31%
|
_____________________________________________________________________________