EFFE aims to actively invest in equity securities of resource-efficient large- and mid-cap companies in emerging markets. Such companies are defined are those that emit less carbon, use less water, and generate less waste compared to their peers. The fund adviser uses a quantitative strategy based on its Resource Efficiency Scores, predicting companies with higher scores may outperform a broad-based emerging markets index. Companies are scored on carbon emissions, water use, and waste production, standardized into scores for cross-sector comparison. Resource-efficient companies within the top three quintiles of their sector are selected for the portfolio. It may also invest up to 20% in non-resource-efficient investments to align with its benchmark's weightings. Typically holding 70-90 securities, the fund avoids tobacco, certain munitions manufacturers, and companies violating UN Global Compact principles. The portfolio is rebalanced monthly, primarily following the sub-advisers quantitative strategy for buy/sell decisions.

Gold Fields Limited

Mercator Acquisition Corp.

Vodafone Group Public Limited Company

Medley Capital Corporation 6.50 NT 013021

Strategy Shares Nasdaq 7HANDL Index ETF

Credicorp Ltd.

Technology

Financial Services

Consumer Cyclical

Industrials

Communication Services

Basic Materials

Energy

Consumer Defensive

Healthcare

Real Estate

Harbor ETF Trust - Harbor Osmosis Emerging Markets Resource Efficient ETF

EFFE Holdings & Sector Breakdown