4.0°C

Warming Potential

41

Total Footprint

41%

Megatrend Exposure

-6.9%

Net Return YTD

2.8°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

-19.1%

Net Return YTD

Shanghai Composite Index

41

Total Footprint

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Data source: Globalance

41

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
61%
balanced:
24%
positive:
15%

S&P 500

59

Total Footprint

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Data source: Globalance

59

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
14%
balanced:
28%
positive:
58%

Top 5 Assets

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

Shanghai Composite Index
 
Asset Name
Total Footprint
% of portfolio
WuXi AppTec Co., Ltd. Class A830.5%
Zhejiang Chint Electrics Co., Ltd Class A780.4%
LONGi Green Energy Technology Co Ltd Class A781.3%
Trina Solar Ltd Class A710.6%
Hangzhou Silan Microelectronics Co., Ltd. Class A700.2%
S&P 500
 
Asset Name
Total Footprint
% of portfolio
Automatic Data Processing, Inc.890.3%
Mettler-Toledo International Inc.870.1%
Equinix, Inc.860.2%
Agilent Technologies, Inc.840.1%
Jack Henry & Associates, Inc.840.0%

Bottom 5 Assets

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

Shanghai Composite Index
 
Asset Name
Total Footprint
% of portfolio
Inner Mongolia MengDian HuaNeng Thermal Power Corporation Limited Class A90.3%
Hoshine Silicon Industry Co. Ltd. Class A100.5%
Zhongjin Gold Corp., Ltd. Class A170.2%
Shandong Gold Mining Co., Ltd. Class A180.4%
China Northern Rare Earth (Group) High-Tech Co., Ltd. Class A180.7%
S&P 500
 
Asset Name
Total Footprint
% of portfolio
Garmin Ltd.180.1%
American Airlines Group, Inc.200.0%
United Airlines Holdings, Inc.210.0%
TransDigm Group Incorporated240.1%
Philip Morris International Inc.240.4%