| Sustainable investment theme | Key UN SDGs | Aligned / transitioning company | Sector | % Fund | |
|---|---|---|---|---|---|
| Alphabet | Education & information access | 16 | Aligned | Communication Services | 6.2 |
| TSMC | Education & information access | 9 | Aligned | Information Technology | 6.0 |
| Broadcom | Education & information access | 9 | Aligned | Information Technology | 5.9 |
| NVIDIA | Education & information access | 8 | Aligned | Information Technology | 5.7 |
| SK hynix | Education & information access | 8, 9 | Aligned | Information Technology | 3.7 |
| Micron Technology | Education & information access | 8 | Aligned | Information Technology | 3.6 |
| Microsoft | Education & information access | 8 | Aligned | Information Technology | 2.6 |
| KLA Corporation | Education & information access | 8 | Aligned | Information Technology | 2.3 |
| Welltower | Health & well-being | 3 | Aligned | Real Estate | 1.9 |
| Quanta Services | Energy transition | 7 | Aligned | Industrials | 1.9 |
| Sector | % Fund |
|---|---|
| Energy | 0.0% |
| Materials | 2.4% |
| Industrials | 12.4% |
| Consumer discretionary | 3.0% |
| Consumer staples | 2.7% |
| Health care | 10.2% |
| Financials | 8.5% |
| Information technology | 38.2% |
| Communication Services | 7.5% |
| Utilities | 3.8% |
| Real estate | 2.1% |
| Other | 0.0% |
| Cash and equivalents | 9.2% |
| Name | % Fund |
|---|---|
| North America | 56.9% |
| Emerging Markets | 16.0% |
| Europe | 14.0% |
| Japan | 3.1% |
| Pacific ex Japan | 0.5% |
| Other | 0.2% |
| Cash & equivalents | 9.2% |
| % Fund | |
|---|---|
| Education & information access | 43.8 |
| Health & well-being | 14.4 |
| Energy transition | 11.4 |
| Financial inclusion | 11.2 |
| Cash & equivalents | 9.2 |
| Responsible consumption & production | 6.8 |
| Sustainable cities & communities | 2.6 |
| Clean water & sanitation | 0.6 |
| % Fund | |
|---|---|
| Aligned | 85.3 |
| Transitioning | 5.5 |
| Cash & equivalents | 9.2 |
| Futures | 4.3 |
| % Fund | ||
|---|---|---|
| 8 | Decent Work and Economic Growth | 27.6 |
| 9 | Industry, Innovation and Infrastructure | 21.9 |
| 3 | Good Health and Well-being | 13.5 |
| 7 | Affordable and Clean Energy | 8.5 |
| 16 | Peace, Justice and Strong Institutions | 6.6 |
| 11 | Sustainable Cities and Communities | 2.0 |
| 2 | Zero Hunger | 2.0 |
| 6 | Clean Water and Sanitation | 1.6 |
| 12 | Responsible Consumption and Production | 1.5 |
| 13 | Climate Action | 1.4 |
| 17 | Partnerships for the Goals | 0.8 |
| 1 | No Poverty | 0.6 |
| 4 | Quality Education | 0.4 |
| 5 | Gender Equality | 0.3 |
| 10 | Reduced Inequalities | 0.2 |
| 14 | Life Below Water | — |
| 15 | Life on Land | — |
| 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. | ||