CIK: 0001792460
Total reported value
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| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SBAC | Sba Communications CORP | Stock-Real Estate | 13.44% | — | +84.12% | |
| 2 | RCI | Rogers Communications Inc-b | Stock-Other | 11.44% | — | +56.27% | |
| 3 | TMUS | T-mobile US INC | Stock-Comm Services | 9.67% | — | +308.29% | |
| 4 | EQIX | Equinix INC | Stock-Real Estate | 8.61% | — | — | |
| 5 | WBD | Warner Bros Discovery INC | Stock-Comm Services | 5.34% | — | — | |
| 6 | OMC | Omnicom Group | Stock-Comm Services | 4.90% | — | +46.60% | |
| 7 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.89% | — | +216.31% | |
| 8 | CCI | Crown Castle INC | Stock-Real Estate | 4.66% | — | — | |
| 9 | VZ | Verizon Communications INC | Stock-Comm Services | 4.40% | — | — | |
| 10 | LYV | Live Nation Entertainment In | Stock-Comm Services | 3.70% | — | +209.48% | |
| 11 | TU | Telus CORP | Stock-Other | 3.52% | — | -51.02% | |
| 12 | CHTR | Charter Communications Inc-a | Stock-Comm Services | 3.38% | — | -25.43% | |
| 13 | WMG | Warner Music Group Corp-cl A | Stock-Other | 2.96% | — | — | |
| 14 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.80% | — | — | |
| 15 | ✓ | Stock-Other | 2.64% | — | +7.25% | ||
| 16 | NFLX | Netflix INC | Stock-Comm Services | 2.57% | — | — | |
| 17 | FYBR | Frontier Communications Pare | Stock-Other | 2.56% | — | — | |
| 18 | PINS | Pinterest Inc- Class A | Stock-Comm Services | 2.31% | — | — | |
| 19 | PRKS | United Parks & Resorts INC | Stock-Other | 2.29% | — | +139.41% | |
| 20 | 2362120D | Sinclair Broadcast Group LLC | Stock-Other | 1.74% | — | — | |
| 21 | ROKU | Roku INC | Stock-Comm Services | 1.22% | — | — | |
| 22 | LAMR | Lamar Advertising Co-a | Stock-Real Estate | 0.98% | — | — |