2.8°C

Warming Potential

58

Total Footprint

64%

Megatrend Exposure

8%

Net Return YTD

2.4°C

Warming Potential

60

Total Footprint

53%

Megatrend Exposure

8.2%

Net Return YTD

Russell 3000

Financials data per

8%

Net Return YTD

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Data source: Globalance

+8%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

28.7%

Net Return Last 3 Years

STOXX Europe 600

Financials data per

8.2%

Net Return YTD

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Data source: Globalance

+8.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

17.7%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2.0%0.0%+2.0%+4.0%+6.0%+8.0%+10.0%
  • 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
Carvana Co. Class A+178.3%0.0%
Volta, Inc. Class A+141.8%0.0%
Cincor Pharma, Inc.+138.6%0.0%
C3.ai, Inc. Class A+119.2%0.0%
Sotera Health Company+116.7%0.0%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
KION GROUP AG+45.3%0.0%
JD Sports Fashion Plc+42.3%0.0%
ASM International N.V.+41.0%0.1%
Telecom Italia S.p.A.+38.3%0.0%
Temenos AG+38.0%0.0%

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
Fate Therapeutics, Inc.-32.2%0.0%
Clearfield, Inc.-31.2%0.0%
Chegg, Inc.-31.0%0.0%
Enovix Corporation-28.7%0.0%
Rayonier Advanced Materials Inc-25.5%0.0%
STOXX Europe 600
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Ubisoft Entertainment SA-20.9%0.0%
Direct Line Insurance Group Plc-16.3%0.0%
Nordic Semiconductor ASA-15.8%0.0%
Axfood AB-13.3%0.0%
Equinor ASA-12.3%0.3%