Sustainable investment theme	Key UN SDGs	Aligned / transitioning company	Sector	% Fund
Broadcom	Education & information access	9	Aligned	Information Technology	6.3
Microsoft	Education & information access	8	Aligned	Information Technology	5.7
NVIDIA	Education & information access	8	Aligned	Information Technology	4.5
TSMC	Education & information access	9	Aligned	Information Technology	4.3
Alphabet	Education & information access	16	Aligned	Communication Services	3.5
Shopify	Financial inclusion	8, 9	Aligned	Information Technology	3.0
Eli Lilly	Health & well-being	3	Aligned	Health Care	2.7
MercadoLibre	Financial inclusion	8	Aligned	Consumer Discretionary	2.6
Visa	Financial inclusion	8	Aligned	Financials	2.4
Linde	Energy transition	9, 11	Transitioning	Materials	1.8

Sector	% Fund
Equity	42.5%
Energy	0.0%
Materials	3.3%
Industrials	11.8%
Financials	15.9%
Communication Services	5.3%
Utilities	3.0%
Cash and equivalents	3.1%
Consumer discretionary	5.9%
Consumer staples	2.9%
Health care	15.2%
Information technology	32.9%
Real estate	0.7%

Name	% Fund
North America	69.5
Europe	14.1
Emerging Markets	9.8
Japan	2.9
Pacific ex Japan	0.4
Other	0.2
Cash & equivalents	3.1

	% Fund
Education & information access	33.8
Financial inclusion	20.7
Health & well-being	20.2
Energy transition	9.4
Sustainable cities & communities	6.4
Responsible consumption	6.3
Clean water & sanitation	0.1
Cash	3.1

	% Fund
Aligned	91.2
Transitioning	5.7
Cash	3.1

		% Fund
8	Decent Work and Economic Growth	28.9
3	Good Health and Well-being	17.2
9	Industry, Innovation and Infrastructure	16.8
7	Affordable and Clean Energy	5.4
16	Peace, Justice and Strong Institutions	3.9
2	Zero Hunger	2.9
11	Sustainable Cities and Communities	2.4
6	Clean Water and Sanitation	2.4
12	Responsible Consumption and Production	2.1
1	No Poverty	1.6
13	Climate Action	1.1
17	Partnerships for the Goals	0.9
5	Gender Equality	0.8
4	Quality Education	0.2
10	Reduced Inequalities	0.2
15	Life on Land	0.0
14	Life Below Water	—
We typically use revenue to assess business alignment but will leverage other metrics if there are more sector-relevant financial metrics for a company and its industry (e.g., energy production mix for utilities). Business alignment determines how each holding's portfolio weight is divided among the SDGs.