Firsthand Alternative Energy Fund

Shareclass
Firsthand Alternative Energy (ALTEX)
Type
Open-end mutual fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund Firsthand Alternative Energy Fund

FUND COVERAGE
# of holdings24
% of assets81%
Score
48 / 100
Rank

29.0 percentile

Group: Sector Equity

Rank: #615 out of 865

Grade
D

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

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

7 / 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. Iberdrola SA
         % of fund invested: 0.13%
         $USD invested: $9,230
  • 2. Koninklijke Philips NV ADR
         % of fund invested: 1.69%
         $USD invested: $118,989
  • 3. First Solar Inc
         % of fund invested: 4.71%
         $USD invested: $331,080
  • 4. Honeywell International Inc
         % of fund invested: 1.92%
         $USD invested: $135,070
  • 5. ABB Ltd ADR
         % of fund invested: 5.94%
         $USD invested: $417,690
  • 6. Tesla Inc
         % of fund invested: 9.03%
         $USD invested: $635,320
  • 7. Corning Inc
         % of fund invested: 4.83%
         $USD invested: $339,731
  • 8. Vestas Wind Systems AS
         % of fund invested: 3.23%
         $USD invested: $227,100
  • 9. Carrier Global Corp Ordinary Shares
         % of fund invested: 1.04%
         $USD invested: $73,190
  • 10. Eaton Corp PLC
         % of fund invested: 5.07%
         $USD invested: $356,990
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Power Integrations Inc
         % of fund invested: 1.27%
         $USD invested: $89,328
  • 2. ULVAC Inc
         % of fund invested: 1.41%
         $USD invested: $99,484
  • 3. Itron Inc
         % of fund invested: 6.67%
         $USD invested: $469,261
  • 4. Sharp Corp
         % of fund invested: 0.08%
         $USD invested: $5,358
  • 5. Enphase Energy Inc
         % of fund invested: 1.69%
         $USD invested: $118,950
  • 6. Quanta Services Inc
         % of fund invested: 11%
         $USD invested: $793,968
  • 7. SolarEdge Technologies Inc
         % of fund invested: 0.87%
         $USD invested: $61,200
  • 8. Wolfspeed Inc Ordinary Shares (New)
         % of fund invested: 0.06%
         $USD invested: $3,988
  • 9. Bloom Energy Corp Class A
         % of fund invested: 5.1%
         $USD invested: $358,800
  • 10. ON Semiconductor Corp
         % of fund invested: 5.96%
         $USD invested: $419,280

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 Firsthand Alternative Energy Fund

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

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