2.4°C

Warming Potential

63

Total Footprint

70%

Megatrend Exposure

15.4%

Net Return YTD

1.4°C

Warming Potential

70

Total Footprint

96%

Megatrend Exposure

-2.8%

Net Return YTD

S&P 500

63

Total Footprint

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Data source: Globalance

63

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
8%
balanced:
29%
positive:
63%

Globalance Zukunftbeweger Fonds (USD)

70

Total Footprint

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Data source: Globalance

70

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
0%
balanced:
14%
positive:
86%

Top 5 Assets

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

S&P 500
 
Asset Name
Total Footprint
% of portfolio
Elevance Health, Inc.970.3%
HCA Healthcare Inc960.1%
IQVIA Holdings Inc960.1%
Mettler-Toledo International Inc.960.1%
Waters Corporation950.0%
Globalance Zukunftbeweger Fonds (USD)
 
Asset Name
Total Footprint
% of portfolio
Redcare Pharmacy N.V.941.4%
Ensign Group, Inc.901.4%
Omnicell, Inc.891.5%
Brambles Limited881.5%
Nextracker Inc. Class A881.6%

Bottom 5 Assets

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

S&P 500
 
Asset Name
Total Footprint
% of portfolio
Philip Morris International Inc.110.4%
Garmin Ltd.170.0%
Altria Group, Inc.200.2%
TransDigm Group Incorporated240.1%
Southwest Airlines Co.240.0%
Globalance Zukunftbeweger Fonds (USD)
 
Asset Name
Total Footprint
% of portfolio
Umicore SA461.5%
Genmab A/S461.4%
Incyte Corporation501.5%
Tesla, Inc.531.5%
TripAdvisor, Inc.541.7%