Advisorshares HVAC and Industrials ETF

Shareclass
AdvisorShares HVAC and Industrials ETF (HVAC)
Type
Exchange-traded fund

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Advisorshares HVAC and Industrials ETF

FUND COVERAGE
# of holdings24
% of assets86%
Score
44 / 100
Rank

10.9 percentile

Group: Sector Equity

Rank: #772 out of 865

Grade
F

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

21 / 40

Gender Equality: Equal Compensation and Work Life Balance

4 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Xylem Inc
         % of fund invested: 3.3%
         $USD invested: $120,680
  • 2. Trane Technologies PLC Class A
         % of fund invested: 4.26%
         $USD invested: $155,682
  • 3. GE Vernova Inc
         % of fund invested: 0.58%
         $USD invested: $21,065
  • 4. Johnson Controls International PLC Registered Shares
         % of fund invested: 3.48%
         $USD invested: $127,202
  • 5. Veralto Corp
         % of fund invested: 2.62%
         $USD invested: $95,720
  • 6. Carrier Global Corp Ordinary Shares
         % of fund invested: 0.43%
         $USD invested: $15,646
  • 7. Eaton Corp PLC
         % of fund invested: 4.23%
         $USD invested: $154,532
  • 8. Rockwell Automation Inc
         % of fund invested: 2.62%
         $USD invested: $95,774
  • 9. Ferguson Enterprises Inc
         % of fund invested: 2.81%
         $USD invested: $102,630
  • 10. The AES Corp
         % of fund invested: 4.02%
         $USD invested: $146,703
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Vertiv Holdings Co Class A
         % of fund invested: 6.95%
         $USD invested: $253,997
  • 2. APi Group Corp
         % of fund invested: 2.96%
         $USD invested: $108,251
  • 3. Comfort Systems USA Inc
         % of fund invested: 9.17%
         $USD invested: $335,056
  • 4. SPX Technologies Inc
         % of fund invested: 2.4%
         $USD invested: $87,541
  • 5. Hubbell Inc
         % of fund invested: 3.86%
         $USD invested: $141,000
  • 6. Modine Manufacturing Co
         % of fund invested: 2.19%
         $USD invested: $80,129
  • 7. AMETEK Inc
         % of fund invested: 3.89%
         $USD invested: $142,083
  • 8. Bloom Energy Corp Class A
         % of fund invested: 5.07%
         $USD invested: $185,024
  • 9. Parker Hannifin Corp
         % of fund invested: 4.34%
         $USD invested: $158,430
  • 10. Digital Realty Trust Inc
         % of fund invested: 2.36%
         $USD invested: $86,057

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund Advisorshares HVAC and Industrials ETF

Totals

Holdings
Assets
Weight
Prisons
0
$0
0%
     Prisons high risk
0
$0
0%
     Private prisons
0
$0
0%
Borders
0
$0
0%
     Borders high risk
0
$0
0%
Total
0
$0
0%
Full fund results

Holdings — 0 flagged holdings

More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer