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Veggie-Friendly NYC Investor Index

VEGGIE

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Index Performance

-2.22%
VEGGIE
-7.42%
TMLARGE
Dec 19, 2024Dec 30, 2024Jan 8, 2025Jan 17, 2025Jan 28, 2025Feb 5, 2025Feb 13, 2025Feb 24, 2025Mar 4, 2025Mar 14, 2025-10%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
    34.45%
  • Finance
    18.50%
  • Consumer Non-Durables
    16.15%
  • Retail Trade
    15.80%
  • Process Industries
    15.10%

Holdings

All holdings as of March 14, 2025
CSV download
AG Mortgage Investment Trust, Inc. (MITT)18.50%$221.55M50.41%94.90%15.99
Brinker International, Inc. (EAT)17.56%$6.19B26.45%16.29%1.67
Darden Restaurants, Inc. (DRI)16.89%$21.79B5.97%16.81%2.39
Beyond Meat, Inc. (BYND)16.15%$258.09M-4.93%12.16%4.10
Natural Grocers by Vitamin Cottage, Inc. (NGVC)15.80%$839.74M9.44%27.58%0.99
Scotts Miracle-Gro Co. (SMG)15.10%$3.48B1.56%23.22%1.90
Market data by FactSet
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