Rapid technological evolution is underway in companies reshaping how humanity connects, processes, and consumes information. The opportunity set available in the communications sector can be captured in one ETF via the Fidelity Disruptive Communications ETF (FDCF).
Actively managed, FDCF bypasses the rigid traditional benchmarks that anchor passive funds. More specifically, the fund employs a flexible, unconstrained active strategy targeting global pioneers across the communications sector. This includes social media, next-generation digital infrastructure, and advanced connected devices.
Building Physical and Digital Infrastructure
FDCF focuses heavily on companies developing unconventional business models designed to disrupt communications over the long term. The fund’s portfolio illustrates this forward-looking approach through its deliberate concentration in the infrastructure and ecosystems that power the future of global data.
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To support next-generation connected devices, 5G communications, and cloud networking, a robust physical backbone is necessary. As such, FDCF positions itself at the absolute foundation of this value chain alongside hardware providers such as Taiwan Semiconductor Manufacturing Co. and NVIDIA. As the demand for computing power increases, these companies give the fund high-conviction exposure to the essential hardware logic that keeps the digital economy running. Furthermore, an allocation to Arista Networks targets cloud networking architecture that’s necessary when managing hyperscale data flows.
Dominating the Consumer Ecosystem
Beyond the physical hardware, FDCF also captures the networks built on top of this modern infrastructure. As such, the portfolio allocates to global platforms that have successfully disrupted legacy communication and retail models. This includes holdings in household tech names like Google, Meta, and Amazon. All three companies leverage growth prospects in digital data distribution, social media connectivity, and cloud computing to benefit consumers.
FDCF balances this core with next-generation media and telecommunications plays in companies like Warner Bros., Discovery, Roku Inc., and T-Mobile US. With deep fundamental analysis that actively blends growth and value, FDCF offers investors a targeted, quantitative vehicle focused on companies redefining the global communications landscape.
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Fidelity Investments® is an independent company unaffiliated with VettaFi LLC (“VettaFi”). These articles do not form any kind of legal partnership, agency affiliation, or similar relationship between VettaFi and Fidelity Investments, nor is such a relationship created or implied by the articles herein. VettaFi LLC is the author and owner of these articles.
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