Sustainable investment themeKey UN SDGsAligned / transitioning companySector% Fund
BroadcomEducation & information access9AlignedInformation Technology6.3
MicrosoftEducation & information access8AlignedInformation Technology5.7
NVIDIAEducation & information access8AlignedInformation Technology4.5
TSMCEducation & information access9AlignedInformation Technology4.3
AlphabetEducation & information access16AlignedCommunication Services3.5
ShopifyFinancial inclusion8, 9AlignedInformation Technology3.0
Eli LillyHealth & well-being3AlignedHealth Care2.7
MercadoLibreFinancial inclusion8AlignedConsumer Discretionary2.6
VisaFinancial inclusion8AlignedFinancials2.4
LindeEnergy transition9, 11TransitioningMaterials1.8

Sector% Fund
Equity42.5%
Energy0.0%
Materials3.3%
Industrials11.8%
Financials15.9%
Communication Services5.3%
Utilities3.0%
Cash and equivalents3.1%
Consumer discretionary5.9%
Consumer staples2.9%
Health care15.2%
Information technology32.9%
Real estate0.7%

Name% Fund
North America69.5
Europe14.1
Emerging Markets9.8
Japan2.9
Pacific ex Japan0.4
Other0.2
Cash & equivalents3.1

 % Fund
Education & information access33.8
Financial inclusion20.7
Health & well-being20.2
Energy transition9.4
Sustainable cities & communities6.4
Responsible consumption6.3
Clean water & sanitation0.1
Cash3.1

 % Fund
Aligned91.2
Transitioning5.7
Cash3.1

  % Fund
8Decent Work and Economic Growth28.9
3Good Health and Well-being17.2
9Industry, Innovation and Infrastructure16.8
7Affordable and Clean Energy5.4
16Peace, Justice and Strong Institutions3.9
2Zero Hunger2.9
11Sustainable Cities and Communities2.4
6Clean Water and Sanitation2.4
12Responsible Consumption and Production2.1
1No Poverty1.6
13Climate Action1.1
17Partnerships for the Goals0.9
5Gender Equality0.8
4Quality Education0.2
10Reduced Inequalities0.2
15Life on Land0.0
14Life 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.