I am betting probably close to maybe 5% and this is insane when you consider the gigantic food boom that is evolving as we speak. Average age of a farmer is 58. Man this industry was allowed to virtually bankrupt itself and now the smart money is moving in to position for what will likely be a bull very hard to kill!
Think:
1. Fertilizer
2. Agricultural land
3. Agricultural biotech
4. Low input crops
