2.8°C

Warming Potential

62

Total Footprint

69%

Megatrend Exposure

4.7%

Net Return YTD

1.6°C

Warming Potential

60

Total Footprint

73%

Megatrend Exposure

1.6%

Net Return YTD

Russell 3000

62

Total Footprint

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Data source: Globalance

62

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
12%
balanced:
26%
positive:
62%

SMI

60

Total Footprint

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Data source: Globalance

60

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
3%
balanced:
52%
positive:
45%

Top 5 Assets

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

Russell 3000
 
Asset Name
Total Footprint
% of portfolio
Mettler-Toledo International Inc.970.1%
ICON Plc960.0%
Elevance Health, Inc.960.3%
Avantor, Inc.960.0%
IQVIA Holdings Inc960.1%
SMI
 
Asset Name
Total Footprint
% of portfolio
Alcon AG903.1%
Zurich Insurance Group Ltd866.0%
Sonova Holding AG801.0%
Lonza Group AG802.3%
Swiss Re AG802.7%

Bottom 5 Assets

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

Russell 3000
 
Asset Name
Total Footprint
% of portfolio
Ramaco Resources, Inc. Class A90.0%
LSB Industries, Inc.100.0%
Inter Parfums, Inc.100.0%
Eagle Materials Inc.100.0%
Blade Air Mobility, Inc. Class A100.0%
SMI
 
Asset Name
Total Footprint
% of portfolio
Holcim Ltd382.9%
Sika AG473.2%
Roche Holding Ltd Dividend Right Cert.4916.2%
Nestle S.A.5017.9%
Logitech International S.A.501.1%