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Al Gore13F | |
| GENERATION INVESTMENT MANAGEMENT LLP | |
| Last update 2024-11-14 | 42 Stocks (2 new) |
| Value $21.41 Bil | Turnover 7 % |
Al Gore Profile
Generation Investment Management is an investment management company based out of London dedicated to “long-term investing, integrated sustainability research, and client alignment.” The firm was founded in 2004 by Al Gore and David Blood. Generation is located in headquarter in London and additional locations in New York, Washington D.C., and Sydney composed of a diverse group that represent over 20 countries and 25 languages.
The firm currently caters to a diverse client base including pooled investment vehicles, pension and profit sharing plans, and charitable organizations with the first two each making up over 40% of its total client base, in order of decreasing clientele. Generation Investment Management currently provides its Global Equity, Asia Equity, Climate Solutions, and Global Credit products in its line up of strategies.
The firm currently caters to a diverse client base including pooled investment vehicles, pension and profit sharing plans, and charitable organizations with the first two each making up over 40% of its total client base, in order of decreasing clientele. Generation Investment Management currently provides its Global Equity, Asia Equity, Climate Solutions, and Global Credit products in its line up of strategies.
Al Gore Investing Philosophy
Generation Investment Management focuses on a long term investment perspective, focusing on sustainability within markets with companies that strategically manage their economic, social, and environmental performances; a systematic view of global challenges considering all inputs, costs, and externalities; and believing that sustainable development is economically transformative.
Generation has isolated a variety of “key drivers of global change” including climate change and environmental degradation; poverty and development; water and natural resource scarcity; pandemics and healthcare, and demographics, migration and urbanization, believing that these global challenges can both create risks and opportunities that are able to significantly affect a company’s performance.
The firm utilizes a fundamental analysis and a bottom up investment strategy, investing in a variety of public equity markets on a global scale. Generation invests most heavily in the information technology sector, which alone makes up almost half of its total asset allocations, and the firm also invests in the health care, finance, and industrials sectors, among others to a lesser degree, in order of decreasing allocation.
Generation has isolated a variety of “key drivers of global change” including climate change and environmental degradation; poverty and development; water and natural resource scarcity; pandemics and healthcare, and demographics, migration and urbanization, believing that these global challenges can both create risks and opportunities that are able to significantly affect a company’s performance.
The firm utilizes a fundamental analysis and a bottom up investment strategy, investing in a variety of public equity markets on a global scale. Generation invests most heavily in the information technology sector, which alone makes up almost half of its total asset allocations, and the firm also invests in the health care, finance, and industrials sectors, among others to a lesser degree, in order of decreasing allocation.
Al Gore Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 5,217,200 | 2,244,961.2 | -4.04% | 10.490 | -0.47% | 0.070 | +4.08% | +19.83% | 3,325,399.1 | Software | |
AMZN | Amazon.com Inc | 11,349,614 | 2,114,773.6 | -4.04% | 9.880 | -0.44% | 0.110 | +21.97% | +49.70% | 2,391,744.4 | Retail - Cyclical | |
BDX | Becton Dickinson & Co | 5,954,632 | 1,435,661.8 | +10.12% | 6.710 | +0.62% | 2.060 | -3.22% | -5.92% | 65,214.4 | Medical Devices & Instruments | |
MELI | MercadoLibre Inc | 479,757 | 984,442.2 | -4.05% | 4.600 | -0.16% | 0.950 | -14.06% | +16.06% | 92,464.9 | Retail - Cyclical | |
TMO | Thermo Fisher Scientific Inc | 1,587,174 | 981,778.2 | -4.08% | 4.590 | -0.18% | 0.410 | -13.73% | -0.46% | 201,535.6 | Medical Diagnostics & Research | |
ACN | Accenture PLC | 2,627,125 | 928,636.2 | -4.14% | 4.340 | -0.17% | 0.420 | +3.02% | +3.86% | 224,123.2 | Software | |
CBRE | CBRE Group Inc | 7,432,696 | 925,222.0 | -16.87% | 4.320 | -0.65% | 2.430 | +15.71% | +47.71% | 42,016.3 | Real Estate | |
SCHW | Charles Schwab Corp | 12,179,766 | 789,370.6 | +42.05% | 3.690 | +1.09% | 0.670 | +28.48% | +17.32% | 145,602.4 | Capital Markets | |
TRMB | Trimble Inc | 11,896,252 | 738,638.3 | +7.30% | 3.450 | +0.23% | 4.870 | +30.25% | +38.33% | 17,971.2 | Hardware | |
NTNX | Nutanix Inc | 12,376,211 | 733,290.5 | +22.54% | 3.430 | +0.63% | 4.620 | +11.84% | +38.50% | 17,696.7 | Software |
Al Gore's Historical Top Holdings Breakdowns
Al Gore's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMAT | Applied Materials Inc | 2024-06-30 | Reduce | -2.87% | 189.46 ($214.68) 247.83 | $169.35 | -21.12% | Reduce -59.63% | 2,065,565 | -3,050,435 | |
BDX | Becton Dickinson & Co | 2024-06-30 | Add | +2.48% | 225.07 ($235.59) 246.17 | $225.56 | -4.26% | Add 68.97% | 5,407,473 | 2,207,127 | |
TXN | Texas Instruments Inc | 2022-12-31 | Add | +2.11% | 148.34 ($166.75) 180.46 | $191.59 | 14.90% | Add 450.1% | 2,701,426 | 2,210,349 | |
A | Agilent Technologies Inc | 2024-09-30 | New Buy | +2.10% | 125.42 ($136.92) 148.48 | $139.00 | 1.52% | New holding | 3,034,247 | 3,034,247 | |
DHR | Danaher Corp | 2023-03-31 | New Buy | +1.99% | 239.75 ($256.6) 277 | $234.89 | -8.46% | New holding | 1,484,844 | 1,484,844 | |
| ABMD Unlock Delisted | Abiomed Inc | 2022-12-31 | Sold Out | -1.95% | 242.77 ($334.59) 381.3 | $381.02 | 13.88% | Sold Out | 0 | -1,336,755 | |
BABA | Alibaba Group Holding Ltd | 2023-03-31 | Sold Out | -1.90% | 81 ($100.17) 120.57 | $87.82 | -12.33% | Sold Out | 0 | -3,735,643 | |
WAT | Waters Corp | 2023-06-30 | New Buy | +1.88% | 249.28 ($278.8) 312.38 | $378.26 | 35.67% | New holding | 1,458,829 | 1,458,829 | |
TRMB | Trimble Inc | 2023-09-30 | New Buy | +1.84% | 49.16 ($52.97) 55.77 | $73.59 | 38.93% | New holding | 6,474,410 | 6,474,410 | |
TMO | Thermo Fisher Scientific Inc | 2023-03-31 | Add | +1.83% | 535 ($563.62) 604.82 | $526.89 | -6.52% | Add 67.42% | 1,483,111 | 597,253 |
Al Gore Total Holding History ($B)
Al Gore's Asset Allocation
Al Gore Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Al Gore's Hypothetical Growth since 2024-09-30
Al Gore's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Al Gore's Holdings Heat Map
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Al Gore's Holdings Bubble Chart
Al Gore News
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