Catch up with our quarterly rebalance

Amberjae Freeman
June 23, 2017
10 min read
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Summer fun is all about the beach and the farmer’s market — it’s also about making sure we’ve got the right holdings in our portfolios.

You may have heard that some things have changed, and here’s the scoop. We’ve taken another look at the companies in our portfolio to make sure that they still are aligned with our criteria. 

What is a quarterly rebalance, anyway?

Each quarter, Swell’s portfolio management team reviews the portfolio holdings to make sure the companies are up to snuff with our standards, while working to optimize the risk/return profile.

We use a "rules-based" investment approach that double-filters for impact and for investment performance. Amazon’s acquisition of Whole Foods is a good example — while we love Whole Foods, they no longer fit our investment criteria. Want a refresher on our process? Learn more about our investment approach.

To learn even more about what we do and how we do it, check out the fact sheets for each of our thematic portfolios.

Meet the new holdings


What’s new? We’ve added 6 and removed 3 companies. See all>

Check out: Tivity Health. They provide a variety of fitness and health improvement products. Their free SilverSneakers™ program helps keep older adults in shape.

We also welcome: Amplify Snack Brands Inc, Glaukos Corp, Inogen, Inc., Marine Harvest ASA, and Merit Medical Systems, Inc.


What’s new? We’ve added 1 and removed 2 companies. See all>

Check out: Ingevity Corp. They specialize in reducing auto emissions and have removed the equivalent of 3.7 million gallons of gasoline from our air each day.


What’s new? We added 5 and removed 7 companies. See all>

Check out: IDACORP, Inc. They are an electric utility holding company that generates ⅔ of its electricity from renewable sources.

We also welcome: Babcock & Wilcox Enterprises Inc, ESCO Technologies Inc., Global Industries Ltd., and Portland General Electric Company.


What’s new? We added 3 and removed 3 companies. See all>

Check out: BASF SE. They are a diversified chemical company that creates cutting edge solutions for a host of industries. They build and use sustainability measurement tools to measure their impact.

We also welcome: Arista Networks, Inc. and ON Semiconductor Corporation.


What’s new? No companies were added to the Clean Water portfolio during this rebalance. However, we did remove 3See all>

We removed HD Supply Holding, Inc. because the company decided to sell off the waterworks segment of its business to a private equity firm.


What’s new? We added 4 and removed 2 companies. See all>

Check out: Cellectis SA. They use specific genes from healthy donors to create immunotherapy products designed to work for the people who need them the most.

We also welcome: DBV Technologies SA Sponsored ADR, Grifols, S.A. Sponsored ADR Class B, and Shire PLC Sponsored ADR.

Whew, that’s a lot!

We do this every quarter to stay on top of the changes in the industry and to make sure our holdings are in tip-top shape. In the coming months, we’ll be keeping an eye on the energy sector as it keeps pace with regulations.

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