Index Performance
+8.66%
VEGGIE
+5.76%
TMLARGE
Overview
Description
The drivers of this theme are the increasing popularity of vegetarianism, the growing awareness of the impact of food choices on the environment, and the desire to invest with a conscience. Possible subcategories within this theme could include companies that provide vegetarian food products, restaurants that offer vegetarian options, and companies that implement sustainable and ethical practices in their supply chains. To maximize after-tax returns for investors in NYC, companies with a strong financial performance and a favorable tax structure should be considered. Additionally, companies with a strong presence in the NYC market and a track record of growth may be advantageous.
- TickerVEGGIE
- Inception Date06/01/2023
- WeightingEqual
- # of holdings6
What's inside?
Sectors
- Consumer Services32.60%
- Consumer Non-Durables18.86%
- Retail Trade16.44%
- Finance16.29%
- Process Industries15.81%
Holdings
All holdings as of December 27, 2024
CSV download
Beyond Meat, Inc. (BYND) | 18.86% | $266.03M | 7.56% | 16.92% | 4.84 |
Natural Grocers by Vitamin Cottage, Inc. (NGVC) | 16.44% | $899.74M | 8.86% | 26.95% | 0.82 |
Darden Restaurants, Inc. (DRI) | 16.41% | $22.04B | 5.97% | 16.78% | 2.24 |
AG Mortgage Investment Trust, Inc. (MITT) | 16.29% | $205.68M | 34.38% | 94.82% | 17.80 |
Brinker International, Inc. (EAT) | 16.19% | $5.89B | 12.49% | 10.28% | 1.21 |
Scotts Miracle-Gro Co. (SMG) | 15.81% | $3.79B | 0.04% | 26.08% | 2.07 |
Market data by FactSet