Swell's quarterly rebalance: Meet the newest holdings

Nicole Sara Sivens
September 15, 2017
8 min read
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It’s that time again. As the summer sun sets, we’re tidying up our portfolios.

Not too, too many big changes, but you’ll definitely want to catch up with the freshest additions.

What is a quarterly rebalance, anyway?

Each quarter, Swell’s impact 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. Want a refresher on our process? Learn more about ourinvestment approach.

We’re excited about these newest holdings 


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

Forterra, Inc. is a Texas based company specializing in water-related infrastructure applications, including water transmission, distribution, and drainage.


What’s new? We’ve added 8 companies. See all>

MyoKardia, Inc.  is a San Francisco based biopharmaceutical company. It engages in the discovery, development, and commercialization of targeted therapies for the treatment of cardiovascular diseases.


What’s new? We’ve removed 1 company. See all>

We have removed Avista Corporation because it has been acquired by Hydro One, a Canadian company that trades on the Toronto Stock Exchange (TSX). Therefore, it is no longer eligible for us to hold.


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

San Francisco based iRhythm Technologies engages in the development of monitoring and diagnostic solutions to detect cardiac arrhythmias. It provides ambulatory electrocardiogram, or ECG, monitoring for patients at risk for arrhythmias.


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

Allentown, PA company, PPL Corporation  generates, transmits, and distributes electricity in Pennsylvania, Kentucky, and the United Kingdom. PPL employs smart grid technologies throughout their distribution network – plus, they've developed one of the first industrial-scale battery storage facilities in the UK.


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

Martin Marietta Materials, Inc. creates products that are used in wastewater and air pollution control systems, decreasing the amount of sludge in landfills and sulfur oxide in the atmosphere. Their magnesium oxide product can also be used to neutralize nuclear waste.

Whew, that’s a lot! Until next time, happy investing.

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