Globalance World

3.0°C

Warming Potential

58

Total Footprint

69%

Megatrend Exposure

19.9%

Return YTD

2.8°C

Warming Potential

62

Total Footprint

84%

Megatrend Exposure

16.8%

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%

Nasdaq Composite

2.8°C

Warming Potential

2.8°C

Portfolio Warming Potential

10°C0°C

Data source: Globalance and MSCI ESG

high:
19%
moderate:
54%
low:
27%

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%
Nasdaq Composite
 
Asset Name
Warming Potential
% of portfolio
CommVault Systems, Inc.1.3°C0.0%
Precigen Inc1.3°C0.0%
InterDigital, Inc.1.3°C0.0%
Progress Software Corporation1.3°C0.0%
Middlesex Water Company1.3°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%
Nasdaq Composite
 
Asset Name
Warming Potential
% of portfolio
PDC Energy, Inc.10.0°C0.0%
Fox Factory Holding Corp.9.8°C0.0%
Dorman Products, Inc.9.8°C0.0%
Clean Energy Fuels Corp.9.5°C0.0%
Oasis Petroleum Inc9.4°C0.0%