Compare Portfolios
vs
2.8°C
Warming Potential
59
Total Footprint
69%
Megatrend Exposure
-19.1%
Net Return YTD
2.0°C
Warming Potential
64
Total Footprint
89%
Megatrend Exposure
-28.9%
Net Return YTD
S&P 500
59
Total Footprint
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Data source: Globalance
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 14%
- balanced:
- 28%
- positive:
- 58%
Nasdaq Composite
64
Total Footprint
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Data source: Globalance
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 4%
- balanced:
- 22%
- positive:
- 74%
Top 5 Assets
These are the assets with the highest footprint score in each of the two portfolios
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Automatic Data Processing, Inc. | 89 | 0.3% | |
| Mettler-Toledo International Inc. | 87 | 0.1% | |
| Equinix, Inc. | 86 | 0.2% | |
| Agilent Technologies, Inc. | 84 | 0.1% | |
| Jack Henry & Associates, Inc. | 84 | 0.0% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Automatic Data Processing, Inc. | 89 | 0.7% | |
| Okta, Inc. Class A | 84 | 0.2% | |
| Microsoft Corporation | 82 | 10.2% | |
| Fiserv, Inc. | 80 | 0.5% | |
| Zscaler, Inc. | 80 | 0.2% |
Bottom 5 Assets
These are the assets with the lowest footprint score in each of the two portfolios
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Garmin Ltd. | 18 | 0.1% | |
| American Airlines Group, Inc. | 20 | 0.0% | |
| United Airlines Holdings, Inc. | 21 | 0.0% | |
| TransDigm Group Incorporated | 24 | 0.1% | |
| Philip Morris International Inc. | 24 | 0.4% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| JD.com, Inc. Sponsored ADR Class A | 27 | 0.3% | |
| O'Reilly Automotive, Inc. | 28 | 0.3% | |
| Monster Beverage Corporation | 31 | 0.3% | |
| PACCAR Inc | 36 | 0.2% | |
| Dollar Tree, Inc. | 37 | 0.3% |