Asset Allocation

As of December 31, 2025.
Type % Net
Cash 7.13%
Stock 91.20%
Bond 0.00%
Convertible 0.00%
Preferred 1.67%
Other 0.00%
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Market Capitalization

As of December 31, 2025
Large 3.28%
Mid 31.55%
Small 65.17%
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Region Exposure

% Developed Markets: 85.45%    % Emerging Markets: 7.42%    % Unidentified Markets: 7.13%

Americas 4.96%
3.40%
Canada 3.40%
1.55%
Brazil 1.55%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.47%
United Kingdom 17.08%
32.63%
Finland 1.38%
France 8.92%
Germany 4.67%
Italy 3.71%
Netherlands 1.04%
Norway 2.50%
Sweden 4.30%
Switzerland 6.11%
3.18%
Poland 1.60%
3.58%
Israel 3.58%
Greater Asia 31.44%
Japan 21.53%
2.98%
Australia 2.98%
4.24%
Singapore 2.06%
South Korea 2.18%
2.69%
India 2.69%
Unidentified Region 7.13%

Stock Sector Exposure

Cyclical
15.75%
Materials
5.75%
Consumer Discretionary
2.72%
Financials
5.75%
Real Estate
1.53%
Sensitive
75.13%
Communication Services
8.37%
Energy
2.73%
Industrials
32.93%
Information Technology
31.10%
Defensive
9.12%
Consumer Staples
0.00%
Health Care
9.12%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of December 31, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available