Globalance World

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

19.9%

Return YTD

3.1°C

Warming Potential

57

Total Footprint

66%

Megatrend Exposure

18.8%

Return YTD

S&P 500

3.0°C

Warming Potential

3°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
22%
moderate:
51%
low:
27%

Russell 3000

3.1°C

Warming Potential

3.1°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
25%
moderate:
49%
low:
26%

Top 5 Assets

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

S&P 500
 
Asset Name
Warming Potential
% of portfolio
Jacobs Engineering Group Inc.1.3°C0.1%
Monolithic Power Systems, Inc.1.3°C0.1%
Xylem Inc.1.3°C0.1%
Edison International1.3°C0.1%
Enphase Energy, Inc.1.3°C0.1%
Russell 3000
 
Asset Name
Warming Potential
% of portfolio
Rockwell Medical, Inc.1.3°C0.0%
GTT Communications, Inc.1.3°C0.0%
Spok Holdings, Inc.1.3°C0.0%
Digimarc Corporation1.3°C0.0%
Alpha and Omega Semiconductor Limited1.3°C0.0%

Bottom 5 Assets

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

S&P 500
 
Asset Name
Warming Potential
% of portfolio
Williams Companies, Inc.10.0°C0.1%
ONEOK, Inc.10.0°C0.1%
CenterPoint Energy, Inc.10.0°C0.0%
Hess Corporation10.0°C0.1%
Marathon Oil Corporation9.7°C0.0%
Russell 3000
 
Asset Name
Warming Potential
% of portfolio
Williams Companies, Inc.10.0°C0.1%
ONEOK, Inc.10.0°C0.1%
Cheniere Energy, Inc.10.0°C0.0%
Cleveland-Cliffs Inc10.0°C0.0%
Ovintiv Inc10.0°C0.0%