2.1°C

Warming Potential

64

Total Footprint

89%

Megatrend Exposure

-16.6%

Net Return YTD

2.9°C

Warming Potential

58

Total Footprint

67%

Megatrend Exposure

-10%

Net Return YTD

Nasdaq Composite

64

Total Footprint

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Data source: Globalance

64

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
4%
balanced:
23%
positive:
73%

Russell 3000

58

Total Footprint

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Data source: Globalance

58

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
16%
balanced:
31%
positive:
53%

Top 5 Assets

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

Nasdaq Composite
 
Asset Name
Total Footprint
% of portfolio
Automatic Data Processing, Inc.890.8%
Okta, Inc. Class A840.1%
Microsoft Corporation8210.4%
Fiserv, Inc.800.6%
Zscaler, Inc.800.2%
Russell 3000
 
Asset Name
Total Footprint
% of portfolio
Automatic Data Processing, Inc.890.3%
Mettler-Toledo International Inc.870.1%
Equinix, Inc.860.2%
Acadia Healthcare Company, Inc.850.0%
National Research Corporation850.0%

Bottom 5 Assets

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

Nasdaq Composite
 
Asset Name
Total Footprint
% of portfolio
JD.com, Inc. Sponsored ADR Class A270.2%
O'Reilly Automotive, Inc.280.4%
Monster Beverage Corporation310.4%
PACCAR Inc360.3%
Dollar Tree, Inc.370.3%
Russell 3000
 
Asset Name
Total Footprint
% of portfolio
Origin Materials, Inc.100.0%
Eagle Materials Inc.100.0%
Wheels Up Experience Inc Class A120.0%
Alpha Metallurgical Resources, Inc.120.0%
Northern Oil and Gas, Inc.130.0%