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Index
5G & Telecom Infrastructure Index
official“An index of public companies powering 5G and next-generation telecom infrastructure — towers, fibre, RAN equipment, and core software.” — by Margot Hassan
built · 2026-04-30 21:38·rebalance · semiannual·next run · 2026-10-30
backtest · S&P 500 (SPX)·range
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risk-free raterf = 4.50%
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no backtest data
sharpe ratio
| ticker | weight | YTD | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| AMT | 18.0% | — | — | — | — | — |
| CCI | 15.0% | — | — | — | — | — |
| SBAC | 13.0% | — | — | — | — | — |
| T | 10.0% | — | — | — | — | — |
| VZ | 10.0% | — | — | — | — | — |
| TMUS | 10.0% | — | — | — | — | — |
| CIEN | 7.0% | — | — | — | — | — |
| CSCO | 7.0% | — | — | — | — | — |
| ERIC | 5.0% | — | — | — | — | — |
| NOK | 5.0% | — | — | — | — | — |
| weighted | 100% | — | — | — | — | — |
attribution factsheet
holdings · 10
click a row to drill in ↗NameAllocation· cap 18%Rationale
AMTAmerican TowerReal Estate18.00%Largest global cell-tower REIT.CCICrown CastleReal Estate15.00%Major US tower and small-cell REIT.SBACSBA CommunicationsReal Estate13.00%International tower REIT with global expansion.TAT&TCommunication Services10.00%Major US wireless and fibre operator.VZVerizon CommunicationsCommunication Services10.00%Largest US wireless operator with C-band 5G build-out.TMUST-Mobile USCommunication Services10.00%Mid-band 5G leader with strong subscriber growth.CIENCienaTechnology7.00%Optical and packet-networking leader for 5G transport.CSCOCisco SystemsTechnology7.00%Networking gear for 5G core and enterprise.ERICEricssonTechnology5.00%Major global 5G RAN supplier.NOKNokiaTechnology5.00%Major global telecom equipment maker.
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weighting · market_cap · cap=18%
rebalance · semiannual
