Strategy
Consumer Internet
+88%
By Grow
1 Year Historical Return
Consumer internet platforms shape how people search, shop, stream, and connect online. On a set weekly cadence, the portfolio rebalances when any holding drifts more than 5% from its target weight.
Meta
10%
10%
Amazon
10%
Netflix
10%
10%
Spotify
10%
Grindr
10%
Microsoft
10%
Baidu
10%
Shopify
10%
