2.4°C

Warming Potential

63

Total Footprint

70%

Megatrend Exposure

11.7%

Net Return YTD

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S&P 500

Financials data per

11.7%

Net Return YTD

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Data source: Globalance

+11.7%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

33%

Net Return Last 3 Years

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Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2.0%0.0%+2.0%+4.0%+6.0%+8.0%+10.0%+12.0%
  • S&P 500

Top 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+90.5%2.9%
Constellation Energy Corporation+85.4%0.1%
NRG Energy, Inc.+62.0%0.0%
GE Aerospace+58.6%0.3%
Howmet Aerospace Inc.+52.7%0.1%

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Bottom 5 Assets

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

S&P 500
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
SolarEdge Technologies, Inc.-46.0%0.0%
EPAM Systems, Inc.-36.4%0.0%
Intel Corporation-35.8%0.4%
lululemon athletica inc.-33.8%0.1%
Globe Life Inc.-30.7%0.0%

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