grow.

Strategy

Telecom

Telecom and satellite connectivity

By Grow

Telecom and satellite connectivity underpin mobile data, broadband, and next-generation wireless networks. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.

Allocation

Thematic
  • AT&T17%
  • Verizon17%
  • T-Mobile17%
  • AST SpaceMobile17%
  • Iridium17%
  • Nokia17%

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Allocations shown are targets and may drift between rebalances. Investments involve substantial risk, including the possible loss of principal.