B
Large & In-Charge

MONO

Index Performance

+14.02%
MONO
+5.43%
TMLARGE
Oct 8, 2024Oct 16, 2024Oct 24, 2024Nov 1, 2024Nov 11, 2024Nov 19, 2024Nov 28, 2024Dec 6, 2024Dec 16, 2024Dec 24, 2024Jan 7, 20250%10%20%

Overview

Description

Monopolistic companies with >30% share of their market and >$10bn revenue.

  • TickerMONO
  • Inception Date07/07/2023
  • WeightingEqual
  • # of holdings12
What's inside?
Sectors
  • Technology Services
    33.86%
  • Commercial Services
    16.64%
  • Transportation
    8.73%
  • Retail Trade
    8.38%
  • Consumer Services
    8.27%
  • Consumer Non-Durables
    8.11%
  • Electronic Technology
    8.09%
  • Finance
    7.91%

Holdings

All holdings as of January 8, 2025
CSV download
Meta Platforms, Inc. (META)8.86%$1.56T18.87%81.83%9.39
Union Pacific Corp. (UNP)8.73%$139.77B2.52%45.36%7.48
Alphabet, Inc. (GOOG)8.59%$2.40T15.07%58.67%5.93
Amazon.com, Inc. (AMZN)8.38%$2.34T11.04%49.03%3.32
Visa, Inc. (V)8.35%$611.20B10.02%77.52%15.62
Mastercard, Inc. (MA)8.30%$469.38B12.62%96.95%17.03
Airbnb, Inc. (ABNB)8.27%$83.23B9.86%77.65%6.68
Microsoft Corp. (MSFT)8.25%$3.14T16.04%69.35%12.72
Netflix, Inc. (NFLX)8.17%$375.82B14.46%47.63%8.53
Altria Group, Inc. (MO)8.11%$87.22B1.27%71.26%5.41
Apple, Inc. (AAPL)8.09%$3.66T2.02%46.21%9.11
Coinbase Global, Inc. (COIN)7.91%$66.18B78.77%81.09%7.36
Market data by FactSet

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