Agriculture
Thesis
Food demand is steady while the inputs to grow it (fertilizer, seed, machinery) are supply-constrained and tied to energy and Gulf shipping. The basket holds the companies with pricing power across that chain.
Risks
If grain prices fall while fertilizer stays expensive, farmers cut spending on equipment and inputs. Fertilizer follows natural gas and geopolitics, and Deere dominates the basket. Figures as of November 2026.
| Asset | Underlying | Instrument | Role | Side | Weight | 24h price | On the book | |
|---|---|---|---|---|---|---|---|---|
DE DEon Ondo Global Markets | Deere & Company DE · sector n/a VEGI29.6% | B+ Tokenized equity | core | Long | 63.00% | ▲+0.80% | +0.50% | |
ADM ADM Dinari | Archer Daniels Midland Company ADM · sector n/a VEGI7.2% | B Tokenized equity | beneficiary | Long | 16.00% | ▼-5.71% | -0.91% | |
CF CF Dinari | CF Industries Holding, Inc. CF · sector n/a VEGI3.5% | B Tokenized equity | core | Long | 7.00% | ▼-1.20% | -0.08% | |
BG BG Dinari | Bunge Global SA BG · sector n/a VEGI2.4% | B Tokenized equity | beneficiary | Long | 5.00% | ▲+1.19% | +0.06% | |
CTVA CTVA Dinari | Corteva, Inc. CTVA · sector n/a VEGI1.5% | B Tokenized equity | picks and shovels | Long | 4.00% | ▼-0.96% | -0.04% | |
 AGCOx Backed Assets (xStocks) | AGCO AGCO · sector n/a VEGI1.2% | B- Tokenized equity | picks and shovels | Long | 3.00% | ▼-0.03% | -0.00% | |
MOS MOS Dinari | The Mosaic Company MOS · sector n/a VEGI1.1% | B Tokenized equity | core | Long | 2.00% | ▼-2.34% | -0.05% |
iShares MSCI Agriculture Producers ETF
Of the stored slice, not the whole fund. 8 constituents we could add · 9 not in the registry · 56 unresolved keys
None this week.