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Natural Disasters Long '24: Ag
4 tickers · $27.74B total market cap
Group: Natural Disasters Long
The 2024 hurricane season inflicted substantial damage on U.S. agriculture, with Florida alone experiencing up to $2.5 billion in losses from Hurricane Milton . This disruption has led to increased commodity prices and heightened demand for resilient supply chains, benefiting companies like Bunge (BG), Calavo Growers (CVGW), and Fresh Del Monte (FDP). ADMA Biologics (ADMA) also stands to gain from increased demand for plasma-derived therapies in disaster-affected regions.
Natural Disasters Long '24: Ag tracks 4 publicly listed stocks in this theme: ADMA, BG, CVGW, FDP. See the constituent table for details.
Thesis update: 2025-04-19
Constituents
Build 20260520T081747
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
Bunge Global S.A.BG | 04/29/2026 (BMO) | 04/29/2026 (BMO) | -2.52% | 0.56% | 10.90% | -3.79% | $23.72B | 25.0000 |
ADMA Biologics, Inc.ADMA | 05/06/2026 (AMC) | 05/06/2026 (AMC) | -0.70% | -17.37% | -35.26% | 1.89% | $2.00B | 25.0000 |
Fresh Del Monte Produce Inc.FDP | 02/18/2026 (BMO) | — | 5.03% | — | -23.52% | — | $1.54B | 25.0000 |
Calavo Growers, Inc.CVGW | 03/12/2026 (BMO) | 06/15/2026 (BMO) | -5.92% | — | 12.55% | — | $476.2M | 25.0000 |
| Average | -1.03% | -8.40% | -8.83% | -0.95% | $6.93B | 25.0000 | ||
| Median | -1.61% | -8.40% | -6.31% | -0.95% | $1.77B | 25.0000 | ||
| Std Dev | 3.97% | 8.96% | 20.98% | 2.84% | $9.71B | 0.0% | ||
| Min | -5.92% | -17.37% | -35.26% | -3.79% | $476.2M | 25.0000 | ||
| Max | 5.03% | 0.56% | 12.55% | 1.89% | $23.72B | 25.0000 | ||
| % Positive Tickers | 25.00% | 50.00% | 50.00% | 50.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.