Get to Know the Assets
Behind the Smart Portfolios

Get to Know the Assets Behind the Smart Portfolios

Closing price of 31 January 2024: $26.01

Performance: January: 11.82% | 2025: 11.82% | Past 12 months: 73.44% | Past 24 months: 124.66%

Blue Owl Capital Inc. is an alternative investment asset manager, investing its $235 billion AUM portfolio in three multi-strategy platforms: direct lending, real estate and GP (General Partnership) Strategic Capital Solutions. In January, it was announced that JP Morgan was lending $2.3 billion for a data centre development in Texas that is owned by Blue Owl Capital and its partners. The 206 MW build-to-suit data centre construction started last year, and the project is already leased to Oracle Corp.

Blue Owl Capital is anchored by a strong permanent capital base and provides businesses with private capital solutions to drive long-term growth. eToro's Private-Equity Smart Portfolio focuses on Private Equity Managers who acquire privately held companies with the aim of growing the business and selling it at a later date for high profits.

Closing price of 31 January 2025: $10.22

Performance: January: 4.07% | 2025: 4.07% | Past 12 months: 160.71% | Past 24 months: 377.57%

IREN Limited owns and manages next-generation data centres powered by renewable energy optimised for bitcoin mining, AI cloud services, and other power-dense compute. As Bitcoin prices crossed the $100,000 mark, IREN announced a series of business updates, including expanding hash rate capacity to 57 EH/s (speed to measure the computational power of a blockchain network), initiating direct-to-chip liquid cooling systems in existing data centres, and progressing a multi-gigawatt data centre development pipeline to enhance IREN's portfolio of scarce power and land resources.

Australia-based IREN targets regions where there are low-cost, abundant and attractive renewable energy sources to mine bitcoin. eToro's BitcoinWorldWide Smart Portfolio focuses on investing in the Bitcoin value chain, including mining companies and exchanges.

SpaceTech

Closing price of 31 January 2025: $21.68

Performance: January: 19.38% | 2025: 19.38% | Past 12 months: 473.54% | Past 24 months: 114.25%

Intuitive Machines Inc. is a diversified space exploration company focused on disrupting lunar access economics. Last year, they landed the Nova-C class lunar lander, Odysseus, on the moon, returning the United States to the lunar surface for the first time since 1972. This month, NASA has awarded the company a study contract to advance lunar logistics handling and offloading; and surface cargo and mobility under the agency’s Next Space Technologies for Exploration Partnership (NextSTEP) Appendix R.

Houston, Texas-based Intuitive Machines has four in-space business units: Lunar Access Services, Orbital Services, Lunar Data Services, and Space Products and Infrastructure. eToro's SpaceTech Smart Portfolio invests in companies that function in space exploration, including satellite manufacturing, allocating to some of the most innovative and technological companies in this domain.

EuropeTech

Closing price of 31 January 2025: €175.75

Performance: January: 9.57% | 2025: 9.57% | Past 12 months: 30.66% | Past 24 months: 81.19%

Wolters Kluwer NV is a global provider of information, software solutions and services for professionals in healthcare; tax and accounting; financial and corporate compliance; legal and regulatory; corporate performance and ESG. The company has recently launched an AI-driven nursing education remediation, with personalised, multi-modal improvement plans, benefitting both nurse educators’ and students’ preparedness for their nursing licensure exam.

Headquartered in the Netherlands and with a presence in over 40 countries, Wolters Kluwer helps its customers in over 180 countries make critical decisions by providing expert solutions that combine deep domain knowledge with specialised technology and services. eToro's EuropeTech Smart Portfolio allocates stocks from diversified tech industries across Europe, including semiconductors, software, IT consultancy, e-commerce and payment solutions.

EmergingNations

Closing price of 31 January 2025: $7.39

Performance: January: 13.52% | 2025: 13.52% | Past 12 months: 37.57% | Past 24 months: 56.53%

Turkcell Iletism Hizmet AS is a converged communication and technology services player. The company provides mobile and fixed voice, data, television and other telecom services over its network in Turkey. Turkcell has completed the world's first 2.4Tbps field trial on a live transmission network in collaboration with Huawei. The 2.4Tbps dual carrier coherent board is empowered by a built-in high-baud rate bandwidth modulator and intelligent neuron function module to sense the complex link environment in an actual network in real time.

Turkcell is Turkey's largest telecom carrier with over 43 million subscribers. eToro's EmergingNations Smart Portfolio comprises companies from various sectors that are based in Emerging Markets, characterised by growing demographics, high potential for expansion, rising middle classes and increasing levels of international trade and investments.

Any of these Assets and businesses were new to you?

Blue Owl Capital
Iren Limited
Intuitive Machines
Wolters Kluwer
Turkcell