ETF composition – Invesco DBA

Invesco DB Agriculture Fund (DBA) : The fund is composed of futures contracts on some of the most liquid and widely traded agricultural commodities.

• Source
• Avg. Volume 3,673,278  (5/13/22)
• Expense Ratio (net) 0.85%

(5/13/22)

	NAME	CONTRACT EXPIRY DATE	% OF NET ASSETS
Corn	CBOT Corn Future	09/14/2022	15.00
Soybeans	CBOT Soybean Future	11/14/2022	13.49
Sugar	NYBOT CSC Number 11 World Sugar Future	09/30/2022	10.94
Live Cattle	CME Live Cattle Future	08/31/2022	10.19
Coffee	NYBOT CSC C Coffee Future	07/19/2022	10.13
Cocoa	NYBOT CSC Cocoa Future	07/14/2022	9.18
Wheat	KCBT Hard Red Winter Wheat Future	07/14/2022	8.94
Wheat	CBOT Wheat Future	07/14/2022	8.20
Lean Hogs	CME Lean Hogs Future	07/15/2022	7.50
Feeder Cattle	CME Feeder Cattle Future	08/25/2022	3.23
Cotton	NYBOT CTN Number 2 Cotton Future	07/07/2022	3.22
			100.02

  

daily, weekly, monthly charts

Agriculture – fertilizer stocks

The fertilizer industry is riding on the strength in the global agriculture markets. Factors like solid farm income and expectations of increased planted acres are expected to drive demand for fertilizers globally.  The U.S. Department of Agriculture estimates 92.7 million acres of corn planted in the United States for 2021, up 2% from last year. Soybean area planted is projected at 87.6 million acres, up 5% from 2020.

Stocks:

(by market cap)                        
Ticker  Company name Mkt Cap (USD)▼

1. NTR  Nutrien Ltd.; 35.38B; Canada-based; continues to expand its footprint in Brazil through acquisitions, including Tec Agro.
2. SQM  Sociedad Química y Minera de Chile  15.93B; Chile; low-cost producer of potassium chloride, potassium sulfate and potassium nitrate
3. MOS  The Mosaic Company; 12.07B;  Florida-based
4. BG  Bunge; 10.79B; Missouri
5. CF  CF Industries; 9.82B;  Illinois-based
6. SMG  Scotts Miracle-Gro; 8.46B; Ohio
7. UAN  CVR Partners; 643.33M; Texas-based
8. IPI  Intrepid Potash; 391.11M;  Colorado-based

          

©Artremis / EAS (9/10/21)

Agriculture and farming stocks

Agriculture benefits from a rising middle class in emerging economies. To sustain everyone's satiety, this group of agri-enablers is indispensable.

Agriculture stocks and ETFs:

• Fertilizer stocks (NTR, MOS, CF, IPI, UAN, TNH, RNF, RTK, BG)
• Farm machinery (DE, AGCO, CNH, TITN)
• Seed names (DD, DOW)
• Irrigation (LNN) 
• Ag processors (ADM, ANDE)
• Livestock (SAFM, HRL, SFD, TSN). 

Related ETFs: JJG (grains ETF), CORN (corn ETF), WEAT (wheat ETF), DBA (Invesco DB Agriculture Fund)

 (by market cap)                        
Company name Mkt Cap ($ billion)▼

• DE  Deere & Co  55.222B
• NTR  Nutrien   26.695B
• ADM  Archer-Daniels Midland Co   23.782B
• KUBTY  Kubota Corporation  19.112B
• FMC   FMC Corp   12.602B
• CF   CF Industries Holdings  9.774B
• BG  Bunge Ltd   7.661B
• MOS  The Mosaic Co  6.878B
• SQM  Sociedad Quimica y Minera de Chile SA    6.132B
• AGCO   AGCO Corp  6.02B
• SMG  The Scotts Miracle-Gro   5.55B
• INGR  Ingredion Inc  5.541B
• DAR  Darling International Inc   3.774B
• CALM  Cal-Maine Foods Inc  2.086B
• FDP  Fresh Del Monte Produce  1.509B
• LNN  Lindsay Corp  945.743M
• AGRO  Adecoagro SA   793.024M
• ANDE  The Andersons  768.219M
• AVD   American Vanguard Corp  446.765M
• TITN  Titan Machinery   397.003M
• CHSCP  CHS Inc  347.42M
• UAN   CVR Partners LP   331.421M
• IPI   Intrepid Potash   282.418M
• TWI  Titan International Inc  176.643M

Acquisitions:

• Monsanto (NYSE:MON) acquired by Bayer (OTCPK:BAYRY) for $62B. (5/23/16)
• Syngenta Ltd (SYT): acquired by China’s ChemChina for $44 billion or 480 Swiss francs per share. (Feb 2016)
• Potash Corporation of Saskatchewan Inc (POT) and Agrium Inc. (AGU) merged in 2016 and were renamed Nutrien (NTR).

Others:

• Dole Food Company Inc - Private
• Terra Nitrogen Company (TNH) - deregistered from NYSE (4/18); parent company is CF Industries

change from open - finviz http://finviz.com/screener.ashx?v=211&ta=0&o=-changeopen&t=AGCO,AGRO,AGU,AVD,ANDE,ADM,BG,CF,CHSCP,UAN,CALM,DAR,DE,FMC,FDP,INGR,IPI,KUBTY,LNN,MON,POT,SQM,SYT,TNH,MOS,SMG,TWI,TITN

by trading volume (3 months)

                  

World Agricultural Supply and Demand Estimates (WASDE)

WASDE report (Quarterly Grains Stocks report)

The focus is inventory in both reports. In the Quarterly grains stocks report, inventory reported refers to physical actual inventory in the U.S.In the WASDE, the inventory figures that is key is a monthly estimate, which is ultimately used at the figure for year-end inventory at the end of the fiscal crop year.

1/10/14: USDA releases WASDE report; corn prices spike. USDA lowers 2013/14 ending stock estimates for corn to 1.631 bln (COMDX) : Click here for WASDE report.   

Following is a list of agriculture stocks/ETFs that are affected by the USDA data:

• Fertilizer stocks (POT, MOS, CF, AGU, IPI, UAN, TNH, RNF, RTK, BG)
• Farm machinery (DE, AGCO, CNH, TITN)
• Seed names (MON, SYT, DD, DOW)
• Irrigation (LNN) 
• Ag processors (ADM, ANDE)
• and livestock (SAFM, HRL, SFD, TSN). 
• Related ETFs: JJG (grains ETF), CORN (corn ETF) and WEAT (wheat ETF).

All symbols above in finviz (day's change, new window): http://finviz.com/screener.ashx?v=211&ta=0&o=-change&t=POT,MOS,CF,AGU,IPI,UAN,TNH,RNF,RTK,BG,DE,AGCO,CNH,TITN,MON,SYT,DD,DOW,LNN,ADM,ANDE,SAFM,HRL,SFD,TSN,JJG,CORN,WEAT

by trading volume (3 months)