2.8°C

Warming Potential

62

Total Footprint

69%

Megatrend Exposure

4.7%

Net Return YTD

2.1°C

Warming Potential

60

Total Footprint

54%

Megatrend Exposure

2.8%

Net Return YTD

Russell 3000

Financials data per

4.7%

Net Return YTD

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Data source: Globalance

+4.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

26.1%

Net Return Last 3 Years

STOXX Europe 600

Financials data per

2.8%

Net Return YTD

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Data source: Globalance

+2.8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

28.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%
  • Russell 3000
  • STOXX Europe 600

Top 5 Assets

These are the assets with the highest finance score in each of the two portfolios

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Vera Therapeutics, Inc. Class A+198.8%0.0%
Arcutis Biotherapeutics Inc+187.9%0.0%
Super Micro Computer, Inc.+182.6%0.0%
Sangamo Therapeutics, Inc.+154.0%0.0%
FibroGen, Inc.+147.1%0.0%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Kongsberg Gruppen ASA+40.7%0.0%
Rheinmetall AG+35.3%0.1%
Kindred Group plc Shs Swedish Depository Receipts+31.3%0.0%
Saab AB Class B+30.4%0.0%
Adyen NV+29.2%0.2%

Bottom 5 Assets

These are the assets with the lowest finance score in each of the two portfolios

Russell 3000
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Invitae Corp.-96.9%0.0%
NanoString Technologies, Inc.-92.4%0.0%
CareMax, Inc. Class A-70.6%0.0%
iRobot Corporation-68.1%0.0%
Enviva Inc-67.2%0.0%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Watches of Switzerland Group PLC-40.2%0.0%
Evotec SE-35.8%0.0%
Embracer Group AB Class B-35.7%0.0%
JD Sports Fashion Plc-32.4%0.0%
Grifols, S.A. Class A-31.4%0.0%