CIK: 0001792460
申報總市值
—
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMG | Warner Music Group Corp-cl A | 股票-其他 | 10.64% | — | +241.22% | |
| 2 | TMUS | T-mobile US INC | 股票-通訊服務 | 9.97% | — | +41.25% | |
| 3 | EQIX | Equinix INC | 股票-房地產 | 7.31% | — | +5.49% | |
| 4 | SBAC | Sba Communications CORP | 股票-房地產 | 7.03% | — | -24.08% | |
| 5 | RCI | Rogers Communications Inc-b | 股票-其他 | 6.98% | — | -28.17% | |
| 6 | AMT | American Tower CORP | 股票-房地產 | 6.49% | — | — | |
| 7 | T | At&t INC | 股票-通訊服務 | 6.31% | — | — | |
| 8 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 5.28% | — | +100.29% | |
| 9 | CCOI | Cogent Communications Holdin | 股票-其他 | 3.74% | — | — | |
| 10 | LAMR | Lamar Advertising Co-a | 股票-房地產 | 3.62% | — | +361.41% | |
| 11 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.49% | — | — | |
| 12 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 3.44% | — | — | |
| 13 | NFLX | Netflix INC | 股票-通訊服務 | 3.27% | — | +45.24% | |
| 14 | LYV | Live Nation Entertainment In | 股票-通訊服務 | 2.97% | — | +25.45% | |
| 15 | ✓ | 股票-其他 | 2.81% | — | +54.20% | ||
| 16 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.70% | — | -10.98% | |
| 17 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 2.30% | — | +37.03% | |
| 18 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.18% | — | — | |
| 19 | WWEUSD | World Wrestling Entertain-a | 股票-其他 | 1.91% | — | — | |
| 20 | LM03 | Liberty Media Cor-siriusxm A | 股票-其他 | 1.49% | — | — | |
| 21 | LBRDK | Liberty Broadband-c | 股票-通訊服務 | 1.43% | — | — | |
| 22 | DY | Dycom Industries INC | 股票-工業 | 1.40% | — | — | |
| 23 | WBD | Warner Bros Discovery INC | 股票-通訊服務 | 1.32% | — | -57.13% | |
| 24 | OMC | Omnicom Group | 股票-通訊服務 | 1.20% | — | -72.91% | |
| 25 | PRKS | United Parks & Resorts INC | 股票-其他 | 0.70% | — | -62.79% |