CIK: 0001631543
Total reported value
$14.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 19.40% | — | — | |
| 2 | LBTYA | Liberty Global Ltd. | Stock-Other | 15.13% | — | -9.09% | |
| 3 | EQIX | Equinix INC | Stock-Real Estate | 12.47% | — | +21.43% | |
| 4 | AMAT | Applied Materials INC | Stock-Tech | 9.52% | — | +36.36% | |
| 5 | MRVL | Marvell Technology, Inc. | Stock-Tech | 8.74% | — | +37.50% | |
| 6 | VMWEUR | Vmware Inc-class A | Stock-Other | 8.40% | — | — | |
| 7 | ADI | Analog Devices INC | Stock-Tech | 8.24% | — | +152.17% | |
| 8 | AVGO | Broadcom INC | Stock-Tech | 7.73% | — | +144.44% | |
| 9 | ANETEUR | Arista Networks INC | Stock-Other | 7.30% | — | +140.00% | |
| 10 | SBAC | Sba Communications CORP | Stock-Real Estate | 3.07% | — | -33.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ADI | Analog Devices INC | +3.7% | +152.17% | Add |
| 2 | AVGO | Broadcom INC | +3.2% | +144.44% | Add |
| 3 | ANETEUR | Arista Networks INC | +2.8% | +140.00% | Add |
| 4 | AMAT | Applied Materials INC | +0.9% | +36.36% | Add |
| 5 | MRVL | Marvell Technology, Inc. | +0.4% | +37.50% | Add |
| 6 | EQIX | Equinix INC | +0.1% | +21.43% | Add |
| 7 | SBAC | Sba Communications CORP | -2.8% | -33.33% | Trim |
| 8 | CHTR | Charter Communications Inc-a | -6.2% | — | Unchanged |
| 9 | LBTYA | Liberty Global Ltd. | -10.4% | -9.09% | Trim |
| 10 | VMWEUR | Vmware Inc-class A | — | NEW | New buy |