Firsthand Technology Opportunities Fund
Shareclass
Firsthand Technology Opportunities (TEFQX)
Type
Open-end mutual fund
Manager
Equity & Justice
Exclusions
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EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund Firsthand Technology Opportunities Fund
FUND COVERAGE
# of holdings20
% of assets87%
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
6 / 30
Gender Equality: Policies Promoting Gender Equality
14 / 20
Gender Equality: Commitment, Transparency, and Accountability
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Uber Technologies Inc4.59%$2.33M
- 2. PayPal Holdings Inc1.46%$743,200
- 3. ASM International NV ADR3.78%$1.92M
- 4. Palo Alto Networks Inc4.03%$2.05M
- 5. Toast Inc Class A3.49%$1.77M
- 6. Docusign Inc4.6%$2.34M
- 7. Netflix Inc13%$6.7M
- 8. Monday.Com Ltd Ordinary Shares3.09%$1.57M
- 9. Arista Networks Inc3.62%$1.84M
- 10. Okta Inc Class A1.97%$999,700
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Rocket Lab Corp3.52%$1.79M
- 2. Palantir Technologies Inc Ordinary Shares - Class A15%$7.5M
- 3. Roku Inc Class A13%$6.59M
- 4. Coinbase Global Inc Ordinary Shares - Class A0.69%$350,490
- 5. Zscaler Inc3.09%$1.57M
- 6. Wolfspeed Inc Ordinary Shares (New)0.13%$67,796
- 7. SoFi Technologies Inc Ordinary Shares1.79%$910,500
- 8. Coherent Corp1.75%$892,100
- 9. MongoDB Inc Class A2.07%$1.05M
- 10. Robinhood Markets Inc Class A2.03%$1.03M
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 Firsthand Technology Opportunities Fund
Totals
Holdings
Assets
Weight
Prisons
0
$0
0%
Prisons high risk
0
$0
0%
Private prisons
0
$0
0%
Borders
1
$7.5M
15%
Borders high risk
1
$7.5M
15%
Total
1
$7.5M
15%
Holdings — 1 flagged holdings
1.
Palantir Technologies Inc Ordinary Shares - Class A
:$7.5M
15%
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.
Firsthand Technology Opportunities Fund TEFQX
Environment
Social
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