2.8°C

Warming Potential

58

Total Footprint

64%

Megatrend Exposure

8%

Net Return YTD

1.8°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

5.7%

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

SPI

Financials data per

5.7%

Net Return YTD

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Data source: Globalance

+5.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

9.4%

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
  • 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
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%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Newron Pharmaceuticals S.p.A.+128.4%0.0%
Zur Rose Group AG+104.2%0.0%
Temenos AG+38.0%0.3%
Swissquote Group Holding Ltd.+30.5%0.1%
Zehnder Group AG Class A+27.2%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%
SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Santhera Pharmaceuticals Holding AG-42.3%0.0%
Swiss Steel Holding AG-15.9%0.0%
Medartis Holding AG-9.1%0.0%
Roche Holding Ltd-8.5%0.7%
Idorsia Ltd.-6.8%0.1%