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Veggie-Friendly NYC Investor Index

VEGGIE

Index Performance

+8.66%
VEGGIE
+5.76%
TMLARGE
Sep 30, 2024Oct 8, 2024Oct 16, 2024Oct 24, 2024Nov 1, 2024Nov 11, 2024Nov 19, 2024Nov 28, 2024Dec 6, 2024Dec 16, 2024Dec 27, 2024-10%0%10%20%

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 Services
    32.60%
  • Consumer Non-Durables
    18.86%
  • Retail Trade
    16.44%
  • Finance
    16.29%
  • Process Industries
    15.81%

Holdings

All holdings as of December 27, 2024
CSV download
Beyond Meat, Inc. (BYND)18.86%$266.03M7.56%16.92%4.84
Natural Grocers by Vitamin Cottage, Inc. (NGVC)16.44%$899.74M8.86%26.95%0.82
Darden Restaurants, Inc. (DRI)16.41%$22.04B5.97%16.78%2.24
AG Mortgage Investment Trust, Inc. (MITT)16.29%$205.68M34.38%94.82%17.80
Brinker International, Inc. (EAT)16.19%$5.89B12.49%10.28%1.21
Scotts Miracle-Gro Co. (SMG)15.81%$3.79B0.04%26.08%2.07
Market data by FactSet