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Global exposure to a growing TAM
This strategy seeks long-term growth of capital by investing in established
e-commerce giants globally that add new business lines such as financing and gaming.
TOP HOLDINGS
E-Commerce Turbo - holdings
| Company | Ticker | Weight |
|---|---|---|
| NRG Energy | NRG | 5.0% |
| SLB | SLB | 2.5% |
| FTAI Aviation | FTAI | 1.0% |
Weight by holding
% of portfolio
