CIK: 0001719883
Total reported value
$2.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SBAC | Sba Communications CORP | Stock-Real Estate | 32.79% | — | -9.61% | |
| 2 | EQIX | Equinix INC | Stock-Real Estate | 19.29% | — | -6.03% | |
| 3 | SPSC | Sps Commerce INC | Stock-Tech | 17.51% | — | +5.69% | |
| 4 | ✓ | Stock-Other | 16.34% | — | +38.25% | ||
| 5 | ORBC | Orbcomm INC | Stock-Other | 14.07% | — | -35.04% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ✓ | +7% | +38.25% | Add | |
| 2 | SBAC | Sba Communications CORP | +3.9% | -9.61% | Trim |
| 3 | EQIX | Equinix INC | +2.7% | -6.03% | Trim |
| 4 | SPSC | Sps Commerce INC | +2.1% | +5.69% | Add |
| 5 | ORBC | Orbcomm INC | -4.1% | -35.04% | Trim |
| 6 | PYPL | Paypal Holdings INC | — | EXIT | Sold out |