Portfolio
Sep 11, 2026- Stock98.78%
- Other1.12%
- Cash0.11%
Morningstar style box
Sep 11, 2026Current style: Mid Blend
Large
Mid
Small
11%
6%
6%
10%
26%
12%
10%
14%
6%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 11, 2026Top 10 Holdings Weight: 45.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Equinix Inc | 5.60% | — | — | — | — | — | — |
2 Digital Realty Trust Inc | 5.48% | — | — | — | — | — | — |
3 Prologis Inc | 5.41% | — | — | — | — | — | — |
4 American Tower Corp | 5.18% | — | — | — | — | — | — |
5 Goodman Group | 4.62% | — | — | — | — | — | — |
| 4.23% | Equity | Information Technology | Large Growth | — | — | — | |
7 Crown Castle Inc | 3.93% | — | — | — | — | — | — |
8 Iron Mountain Inc | 3.89% | — | — | — | — | — | — |
9 Cellnex Telecom SA | 3.42% | — | — | — | — | — | — |
10 SBA Communications Corp Class A | 3.35% | — | — | — | — | — | — |
