CIK: 0001792460
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TMUS | T-mobile US INC | Stock-Comm Services | 12.04% | — | — | |
| 2 | UNIT | Uniti Group Inc. | Stock-Other | 11.38% | — | — | |
| 3 | DIS | Walt Disney Co/the | Stock-Comm Services | 8.67% | — | — | |
| 4 | CONE1EUR | Cyrusone INC | Stock-Other | 7.96% | — | — | |
| 5 | WMG | Warner Music Group Corp-cl A | Stock-Other | 7.87% | — | — | |
| 6 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.84% | — | — | |
| 7 | NFLX | Netflix INC | Stock-Comm Services | 4.50% | — | — | |
| 8 | SBAC | Sba Communications CORP | Stock-Real Estate | 4.20% | — | — | |
| 9 | AMT | American Tower CORP | Stock-Real Estate | 3.89% | — | — | |
| 10 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 3.56% | — | — | |
| 11 | IHRT | Iheartmedia INC - Class A | Stock-Other | 3.13% | — | — | |
| 12 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 2.92% | — | — | |
| 13 | SJR-BEUR | Shaw Communications Inc-b | Stock-Other | 2.86% | — | — | |
| 14 | RCI | Rogers Communications Inc-b | Stock-Other | 2.62% | — | — | |
| 15 | LM03 | Liberty Media Cor-siriusxm A | Stock-Other | 2.48% | — | — | |
| 16 | GDS | Gds Holdings LTD - Adr | Stock-Other | 2.43% | — | — | |
| 17 | COR1EUR | Coresite Realty CORP | Stock-Other | 2.40% | — | — | |
| 18 | LBRDK | Liberty Broadband-c | Stock-Comm Services | 2.32% | — | — | |
| 19 | IPG | Interpublic Group Of Cos INC | Stock-Other | 2.02% | — | — | |
| 20 | SIXEUR | Six Flags Entertainment CORP | Stock-Other | 1.82% | — | — | |
| 21 | DLR | Digital Realty Trust INC | Stock-Real Estate | 1.80% | — | — | |
| 22 | NXST | Nexstar Media Group INC | Stock-Comm Services | 1.20% | — | — | |
| 23 | GTN | Gray Media INC | Stock-Other | 0.77% | — | — | |
| 24 | PRKS | United Parks & Resorts INC | Stock-Other | 0.73% | — | — | |
| 25 | DISH | Dish Network Corp-a | Stock-Other | 0.59% | — | — |