Communications

Overview

Communications covers companies that provide the networks and platforms used to connect people and distribute content. This spans telecommunications operators and internet providers, such as wireless carriers and broadband companies, as well as media companies involved in content creation, streaming, and digital advertising. Performance in this sector is shaped by consumer demand, technological change, and regulatory oversight.

Holdings

Alphabet

NASDAQ: GOOGL

Builds social media and messaging platforms, including Facebook, Instagram, and WhatsApp.

Subsector

Interactive Media & Services

Invested

Feb. 2025

Meta

NASDAQ: META

Parent company of Google, spanning search, cloud computing, and YouTube.

Subsector

Interactive Media & Services

Invested

Oct. 2025

Portfolio Managers

Michael Derenzo

Gavin Villa

Eli Potter

Interested in joining Communications?

Day: Tuesdays
Time: 9:15pm
Room: Smith 214

Meetings

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