Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Berkshire Focus Fund
FUND COVERAGE
# of holdings92
% of assets82%
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
19 / 40
Gender Equality: Equal Compensation and Work Life Balance
8 / 30
Gender Equality: Policies Promoting Gender Equality
15 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Novo Nordisk AS ADR<0.01%$690
- 2. Uber Technologies Inc<0.01%$933
- 3. Affirm Holdings Inc Ordinary Shares - Class A4.54%$14.08M
- 4. Zillow Group Inc Class A<0.01%$700
- 5. Microsoft Corp<0.01%$4,974
- 6. HubSpot Inc<0.01%$5,566
- 7. GitLab Inc Class A<0.01%$451
- 8. Intuit Inc<0.01%$7,876
- 9. Atlassian Corp Class A<0.01%$2,031
- 10. ServiceNow Inc<0.01%$10,281
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Core Scientific Inc Ordinary Shares - New1.88%$5.83M
- 2. Shopify Inc Registered Shs -A- Subord Vtg<0.01%$1,154
- 3. Astera Labs Inc<0.01%$904
- 4. Carvana Co Class A<0.01%$3,370
- 5. Argan Inc<0.01%$2,205
- 6. Roblox Corp Ordinary Shares - Class A<0.01%$1,052
- 7. Strategy Class A2.75%$8.55M
- 8. Palantir Technologies Inc Ordinary Shares - Class A5.51%$17.11M
- 9. Vertiv Holdings Co Class A3.68%$11.41M
- 10. Super Micro Computer Inc<0.01%$490
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund Berkshire Focus Fund
Totals
Holdings
Assets
Weight
Prisons
4
$17,209
<0.01%
Prisons high risk
1
$8,279
<0.01%
Private prisons
0
$0
0%
Borders
5
$17.12M
5.52%
Borders high risk
2
$17.11M
5.51%
Total
5
$17.12M
5.52%
Holdings — 5 flagged holdings
1.
Palantir Technologies Inc Ordinary Shares - Class A
:$17.11M
5.51%
2.
Axon Enterprise Inc
:$8,279
<0.01%
3.
Microsoft Corp
:$4,974
<0.01%
4.
Amazon.com Inc
:$2,194
<0.01%
5.
Alphabet Inc Class A
:$1,762
<0.01%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Berkshire Focus Fund BFOCX
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