Pareto Securities' Norwegian portfolio rose by 2.7 percent in January, underperforming the OSEBX benchmark index, which advanced by 4.3 percent.
The top-performing stock of the month was CMB. Tech, which saw an increase of 28.4 percent, while Envipco was the worst performer with a decline of -20.6 percent.
Nevertheless, Pareto has chosen to retain Envipco and instead will replace three other stocks for February: Aker BP, DNB, and Moreld. The trio will be swapped out for Aker Solutions, DNO, and Nordic Semiconductor.
The portfolio also continues to include Bakkafrost, Kongsberg Gruppen, Komplett, Sentia, and Storebrand.
Aker Solutions ASA is a Norway-based provider of integrated solutions, products and services to the global energy industry. The Company owns and manages the group’s subsidiaries. Aker Solutions’ activities are divided into three reporting segments: The Renewables and Field Development segment, that designs and delivers renewable energy solutions for offshore wind, hydrogen and Carbon Capture, Utilization and Storage (CCUS); the Electrification, Maintenance and Modifications (EMM) segment optimizes field life solutions and provides a range of maintenance and modifications services for offshore infrastructure, and offers decarbonization and environmentally sound offerings including electrification solutions, while the Subsea segment supplies a spectrum of intelligent subsea products, systems and solutions globally, as well as subsea lifecycle services. The Company has a subsidiary, Aker Solutions Holding AS.
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ESG MSCI
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