1.7°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

1.6%

Net Return YTD

1.8°C

Warming Potential

67

Total Footprint

88%

Megatrend Exposure

5.1%

Net Return YTD

SPI

Financials data per

1.6%

Net Return YTD

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Data source: Globalance

+1.6%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

8.6%

Net Return Last 3 Years

Nasdaq Composite

Financials data per

5.1%

Net Return YTD

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Data source: Globalance

+5.1%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

12.3%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-4.0%-2.0%0.0%+2.0%+4.0%+6.0%+8.0%
  • SPI
  • Nasdaq Composite

Top 5 Assets

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

SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Newron Pharmaceuticals S.p.A.+67.7%0.0%
Lonza Group AG+29.2%2.2%
Cosmo Pharmaceuticals NV+27.5%0.0%
DocMorris Ltd+25.0%0.1%
Kudelski SA+21.5%0.0%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
NVIDIA Corporation+46.6%4.2%
Meta Platforms Inc Class A+33.7%3.8%
CrowdStrike Holdings, Inc. Class A+29.0%0.4%
Palo Alto Networks, Inc.+24.3%0.7%
Trade Desk, Inc. Class A+23.6%0.3%

Bottom 5 Assets

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

SPI
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Meyer Burger Technology AG-44.8%0.1%
Idorsia Ltd.-34.9%0.0%
Temenos AG-22.5%0.3%
Gurit Holding AG-18.8%0.0%
Komax Holding AG-17.8%0.1%
Nasdaq Composite
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Charter Communications, Inc. Class A-24.6%0.6%
Tesla, Inc.-19.5%2.8%
JD.com, Inc. Sponsored ADR Class A-16.2%0.1%
Biogen Inc.-15.3%0.3%
Walgreens Boots Alliance, Inc.-14.9%0.2%