Globalance World

3.2°C

Warming Potential

57

Total Footprint

68%

Megatrend Exposure

17.4%

Return YTD

2.9°C

Warming Potential

59

Total Footprint

70%

Megatrend Exposure

25.5%

Return YTD

SMI

57

Total Footprint

57

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
6%
balanced:
62%
positive:
32%

S&P 500

59

Total Footprint

59

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
13%
balanced:
32%
positive:
55%

Top 5 Assets

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

SMI
 
Asset Name
Total Footprint
% of portfolio
Lonza Group AG854.2%
Swiss Re AG842.1%
Zurich Insurance Group Ltd804.9%
ABB Ltd.804.0%
Swiss Life Holding AG781.3%
S&P 500
 
Asset Name
Total Footprint
% of portfolio
Equinix, Inc.870.2%
Mettler-Toledo International Inc.870.1%
Automatic Data Processing, Inc.840.2%
IQVIA Holdings Inc840.1%
Agilent Technologies, Inc.830.1%

Bottom 5 Assets

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

SMI
 
Asset Name
Total Footprint
% of portfolio
Holcim Ltd332.1%
Sika AG423.6%
Logitech International S.A.471.0%
Roche Holding Ltd4818.6%
Novartis AG5014.6%
S&P 500
 
Asset Name
Total Footprint
% of portfolio
Garmin Ltd.200.1%
United Airlines Holdings, Inc.210.0%
Monster Beverage Corporation230.1%
American Airlines Group, Inc.230.0%
Philip Morris International Inc.240.4%