Portfolio
Aug 27, 2026- Stock99.84%
- Cash0.16%
Morningstar style box
Aug 27, 2026Current style: Mid Blend
Large
Mid
Small
6%
13%
9%
5%
32%
12%
8%
2%
13%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 27, 2026Top 10 Holdings Weight: 64.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Equinix Inc | 9.19% | — | — | — | — | — | — |
2 Digital Realty Trust Inc | 9.05% | — | — | — | — | — | — |
3 American Tower Corp | 8.39% | — | — | — | — | — | — |
4 Uniti Group Inc | 6.24% | — | — | — | — | — | — |
| 6.16% | Equity | Information Technology | Small Blend | — | — | — | |
| 5.60% | Equity | Information Technology | Large Growth | — | — | — | |
7 Crown Castle Inc | 5.38% | — | — | — | — | — | — |
8 SBA Communications Corp Class A | 5.30% | — | — | — | — | — | — |
| 4.65% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.29% | Equity | Information Technology | Large Blend | — | — | — |
