Compare Portfolios
vs
2.5°C
Warming Potential
64
Total Footprint
90%
Megatrend Exposure
22.5%
Return YTD
4.3°C
Warming Potential
40
Total Footprint
37%
Megatrend Exposure
2.6%
Return YTD
Nasdaq Composite
64
Total Footprint
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 4%
- balanced:
- 22%
- positive:
- 74%
Shanghai Composite Index
40
Total Footprint
Portfolio Footprint Score
Data source: Globalance
- adverse:
- 62%
- balanced:
- 24%
- positive:
- 14%
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. | 84 | 0.6% | |
| Okta, Inc. Class A | 84 | 0.2% | |
| PayPal Holdings, Inc. | 82 | 1.6% | |
| Microsoft Corporation | 81 | 10.8% | |
| NXP Semiconductors NV | 80 | 0.4% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| LONGi Green Energy Technology Co Ltd Class A | 78 | 2.7% | |
| China United Network Communications Limited Class A | 76 | 0.2% | |
| Zhejiang Chint Electrics Co., Ltd Class A | 75 | 0.3% | |
| China Railway Construction Corporation Limited Class A | 65 | 0.3% | |
| Shanghai Pharmaceuticals Holding Co. Ltd. Class A | 63 | 0.3% |
Bottom 5 Assets
These are the assets with the lowest footprint score in each of the two portfolios
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Monster Beverage Corporation | 23 | 0.3% | |
| Peloton Interactive, Inc. Class A | 28 | 0.1% | |
| O'Reilly Automotive, Inc. | 28 | 0.3% | |
| CDW Corp. | 29 | 0.2% | |
| PACCAR Inc | 36 | 0.2% |
Asset Name | Total Footprint | % of portfolio | |
|---|---|---|---|
| Inner Mongolia MengDian HuaNeng Thermal Power Corporation Limited Class A | 9 | 0.2% | |
| Zhongjin Gold Corp., Ltd. Class A | 15 | 0.2% | |
| Hengli Petrochemical Co., Ltd. Class A | 17 | 1.0% | |
| Huaneng Power International, Inc. Class A | 18 | 0.2% | |
| China Northern Rare Earth (Group) High-Tech Co., Ltd. Class A | 18 | 0.3% |