Strategy
Asset Managers
Asset management and financial data
By Grow
Asset managers and financial data providers sit at the intersection of capital allocation, indexing, and market infrastructure. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Allocation
Thematic
Blackrock, Inc.17%
Apollo Global Management17%
S&P Global17%
Goldman Sachs17%
Fundrise Innovation Fund17%
High Income17%
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