Portfolio
Aug 17, 2026- Stock94.54%
- Other3.61%
- Cash1.85%
Morningstar style box
Aug 17, 2026Current style: Mid Value
Large
Mid
Small
0%
16%
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7%
43%
0%
13%
21%
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ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Aug 17, 2026Top 10 Holdings Weight: 60.1%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Equinix Inc | 9.91% | — | — | — | — | — | — |
2 Digital Realty Trust Inc | 9.65% | — | — | — | — | — | — |
3 Digital Core REIT Units | 8.01% | — | — | — | — | — | — |
4 Iron Mountain Inc | 5.68% | — | — | — | — | — | — |
5 Segro PLC | 5.05% | — | — | — | — | — | — |
6 Public Storage | 4.52% | — | — | — | — | — | — |
7 American Tower Corp | 4.38% | — | — | — | — | — | — |
8 DigiCo Infrastructure REIT Stapled (1 Ord & 1 Unt) | 4.31% | — | — | — | — | — | — |
9 First Industrial Realty Trust Inc | 4.29% | — | — | — | — | — | — |
10 Prologis Inc | 4.28% | — | — | — | — | — | — |