2.8°C

Warming Potential

62

Total Footprint

69%

Megatrend Exposure

6.2%

Net Return YTD

1.7°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

2.3%

Net Return YTD

Russell 3000

Financials data per

6.2%

Net Return YTD

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Data source: Globalance

+6.2%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

32.3%

Net Return Last 3 Years

SPI

Financials data per

2.3%

Net Return YTD

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Data source: Globalance

+2.3%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

13.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2.0%0.0%+2.0%+4.0%+6.0%+8.0%
  • Russell 3000
  • SPI

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
Janux Therapeutics, Inc.+363.7%0.0%
Viking Therapeutics, Inc.+357.0%0.0%
Arcutis Biotherapeutics Inc+229.1%0.0%
Vera Therapeutics, Inc. Class A+213.0%0.0%
Super Micro Computer, Inc.+199.4%0.0%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Newron Pharmaceuticals S.p.A.+73.7%0.0%
Idorsia Ltd.+35.3%0.0%
Lonza Group AG+31.2%2.2%
Cosmo Pharmaceuticals NV+30.3%0.0%
Arbonia AG+25.0%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
Invitae Corp.-98.2%0.0%
NanoString Technologies, Inc.-79.3%0.0%
iRobot Corporation-69.6%0.0%
RAPT Therapeutics, Inc.-63.8%0.0%
2U, Inc.-62.2%0.0%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Meyer Burger Technology AG-56.9%0.1%
Peach Property Group AG-32.8%0.0%
RELIEF THERAPEUTICS Holding AG-20.1%0.0%
LEM Holding SA-20.0%0.1%
COLTENE Holding AG-19.8%0.0%