$AGCO - Farm equipment manufacturers like AGCO are benefiting from government payments that pass through farmers directly to equipment companies, while farmers face margin compression.
$DE - John Deere benefits from government farm payments that pass through farmers, while equipment prices have risen 40% and farmers face margin compression.
$NTR - Nutrien operates in an oligopolistic fertilizer market and benefits from government payments that pass through farmers, while farmers face input cost pressures.