Globalance World

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

-17.2%

Net Return YTD

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

-8.6%

Net Return YTD

Russell 3000

58

Total Footprint

58

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
14%
balanced:
33%
positive:
53%

SMI

57

Total Footprint

57

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
7%
balanced:
61%
positive:
32%

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
Automatic Data Processing, Inc.890.2%
Mettler-Toledo International Inc.870.1%
Equinix, Inc.860.2%
Natera, Inc.850.0%
Patterson Companies Incorporated850.0%
SMI
 
Asset Name
Total Footprint
% of portfolio
Lonza Group AG854.2%
Swiss Re AG842.1%
ABB Ltd.804.0%
Zurich Insurance Group Ltd794.9%
Swiss Life Holding AG781.3%

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
Eagle Materials Inc.100.0%
Olin Corporation160.0%
Westlake Corporation170.0%
United States Steel Corporation180.0%
Southern Copper Corporation180.0%
SMI
 
Asset Name
Total Footprint
% of portfolio
Holcim Ltd332.1%
Logitech International S.A.361.0%
Sika AG423.6%
Roche Holding Ltd Dividend Right Cert.4818.6%
Novartis AG5014.6%