NEXOY - NZS Capital Q2 2021 Update

• NZS Capital, an investment company focused on innovative businesses that work toward maximizing non-zero-sum outcomes for their investors, customers, employees, society, and the global environment.
• The NZS Capital Growth Equity strategy had a gross return of 7.58% in the second quarter of 2021 compared to its global market index benchmark, which was up 7.21%.
• Information technology remained our largest weighting at 56.22%. Our technology investments were up 8.52%, ahead of the benchmark return of 7.21%; however, our technology holdings underperformed the technology component of the benchmark, which rose 10.59% in the quarter.
• Healthcare and energy, which are relatively underrepresented in our portfolio currently, outperformed the broader benchmark in the period.

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