2.0°C

Warming Potential

57

Total Footprint

77%

Megatrend Exposure

-11.2%

Net Return YTD

2.1°C

Warming Potential

64

Total Footprint

89%

Megatrend Exposure

-16.6%

Net Return YTD

SMI

57

Total Footprint

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Data source: Globalance

57

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
6%
balanced:
59%
positive:
35%

Nasdaq Composite

64

Total Footprint

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Data source: Globalance

64

Portfolio Footprint Score

0100

Data source: Globalance

adverse:
4%
balanced:
23%
positive:
73%

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 AG853.8%
Swiss Re AG841.8%
ABB Ltd.794.1%
Zurich Insurance Group Ltd785.5%
Swiss Life Holding AG781.4%
Nasdaq Composite
 
Asset Name
Total Footprint
% of portfolio
Automatic Data Processing, Inc.890.8%
Okta, Inc. Class A840.1%
Microsoft Corporation8210.4%
Fiserv, Inc.800.6%
Zscaler, Inc.800.2%

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 Ltd332.2%
Logitech International S.A.380.8%
Sika AG423.1%
Roche Holding Ltd Dividend Right Cert.4818.3%
Novartis AG5117.3%
Nasdaq Composite
 
Asset Name
Total Footprint
% of portfolio
JD.com, Inc. Sponsored ADR Class A270.2%
O'Reilly Automotive, Inc.280.4%
Monster Beverage Corporation310.4%
PACCAR Inc360.3%
Dollar Tree, Inc.370.3%