Portfolio
Aug 14, 2026- Stock99.91%
- Cash0.09%
Morningstar style box
Aug 14, 2026Current style: Mid Blend
Large
Mid
Small
6%
13%
8%
5%
31%
12%
9%
2%
14%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 14, 2026Top 10 Holdings Weight: 63.4%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Digital Realty Trust Inc | 8.96% | — | — | — | — | — | — |
2 Equinix Inc | 8.94% | — | — | — | — | — | — |
3 American Tower Corp | 8.03% | — | — | — | — | — | — |
| 7.10% | Equity | Information Technology | Mid Growth | — | — | — | |
5 Uniti Group Inc | 5.85% | — | — | — | — | — | — |
| 5.26% | Equity | Information Technology | Large Growth | — | — | — | |
7 Crown Castle Inc | 5.18% | — | — | — | — | — | — |
8 SBA Communications Corp Class A | 4.98% | — | — | — | — | — | — |
| 4.58% | Equity | Information Technology | Large Growth | — | — | — | |
| 4.50% | Equity | Information Technology | Large Growth | — | — | — |
