1.7°C

Warming Potential

59

Total Footprint

69%

Megatrend Exposure

1.6%

Net Return YTD

2.5°C

Warming Potential

62

Total Footprint

70%

Megatrend Exposure

2.5%

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

Dow Jones Indust A

Financials data per

2.5%

Net Return YTD

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Data source: Globalance

+2.5%

Portfolio Year to Date Return

-∞%+∞%0%

Data source: FactSet

22.5%

Net Return Last 3 Years

Investment Performance

JanFebMarAprMayJunJulAugSepOctNovDecNet Return YTD-2.0%-1.0%0.0%+1.0%+2.0%+3.0%
  • SPI
  • Dow Jones Indust A

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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
Super Micro Computer, Inc.+182.6%0.0%
Kinsale Capital Group, Inc.+50.8%0.0%
AppLovin Corp. Class A+50.2%0.0%
NVIDIA Corporation+46.6%2.6%
Palantir Technologies Inc. Class A+42.3%0.1%

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%
Dow Jones Indust A
 
Asset Name
Return YTD % (Asset curr.)
% of portfolio
New York Community Bancorp Inc-51.6%0.0%
agilon health inc-43.3%0.0%
QuidelOrtho Corporation-43.3%0.0%
Wolfspeed Inc-38.2%0.0%
Avis Budget Group, Inc.-36.7%0.0%