Portfolio
Aug 24, 2026- Stock98.62%
- Other1.21%
- Cash0.17%
Morningstar style box
Aug 24, 2026Current style: Mid Blend
Large
Mid
Small
4%
13%
6%
13%
27%
11%
7%
13%
7%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 24, 2026Top 10 Holdings Weight: 45.2%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Prologis Inc | 5.65% | — | — | — | — | — | — |
2 Equinix Inc | 5.63% | — | — | — | — | — | — |
3 Digital Realty Trust Inc | 5.43% | — | — | — | — | — | — |
4 American Tower Corp | 5.12% | — | — | — | — | — | — |
5 Goodman Group | 4.65% | — | — | — | — | — | — |
6 Iron Mountain Inc | 4.05% | — | — | — | — | — | — |
| 3.93% | Equity | Information Technology | Large Growth | — | — | — | |
8 Crown Castle Inc | 3.91% | — | — | — | — | — | — |
9 Cellnex Telecom SA | 3.51% | — | — | — | — | — | — |
| 3.30% | Equity | Communication Services | Mid Growth | — | — | — |
